Bordeaux Wealth Advisors LLC Purchases and Sells in Q1 2024

Bordeaux Wealth Advisors LLC

$302 Million
Q1 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	31.4K + 118.73%	$475.69 - $950.02 $14.9M - $29.8M	57.8K $52.2M
MSFT	7.82K + 31.65%	$367.75 - $429.37 $2.87M - $3.36M	32.5K $13.7M
SPY	3.91K + 199.85%	$467.28 - $523.17 $1.82M - $2.04M	5.86K $3.06M
IJH	112K + 412.21%	$56.98 - $284.98 $6.4M - $32M	140K $8.47M
SCHD	7.86K + 117.06%	$75.25 - $80.63 $591K - $633K	14.6K $1.17M
DASH	413 + 3.07%	$93.77 - $140.26 $38.7K - $57.9K	13.8K $1.91M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	10.1K New	$96.8 - $116.24 $975K - $1.17M	10.1K $1.17M
TOST	28K New	$16.29 - $25.09 $456K - $703K	28K $698K
DIA	1.38K New	$372.72 - $397.76 $512K - $547K	1.38K $546K
BSV	4.62K New	$76.34 - $77.25 $352K - $357K	4.62K $353K
HUBB	600 New	$316.84 - $417.92 $190K - $251K	600 $249K
BIV	3.25K New	$74.51 - $76.61 $242K - $249K	3.25K $245K

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-78.5K - 33.64%	$169.0 - $195.18 $13.3M - $15.3M	155K $26.6M
GOOG	-120K - 32.8%	$132.56 - $154.84 $15.8M - $18.5M	245K $37.3M
META	-31.7K - 77.68%	$344.47 - $512.19 $10.9M - $16.3M	9.12K $4.43M
TSLA	-379 - 1.34%	$162.5 - $248.42 $61.6K - $94.2K	27.9K $4.91M
IWM	-4.22K - 70.12%	$189.48 - $210.3 $800K - $887K	1.8K $378K
SNOW	-3.38K - 55.13%	$156.31 - $236.0 $528K - $798K	2.75K $444K

Activity Summary All Purchases 46 New Holdings 17 Increased Positions 29 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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