Cabot Wealth Management Inc Purchases and Sells in Q3 2024

Cabot Wealth Management Inc

$794 Million
Q3 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MBB	173K + 162.01%	$90.85 - $96.66 $15.7M - $16.7M	280K $26.8M
MELI	12 + 0.11%	$1591.44 - $2140.1 $19.1K - $25.7K	10.8K $22.1M
FICO	986 + 93.99%	$1496.51 - $1947.38 $1.48M - $1.92M	2.04K $3.96M
HD	148 + 0.44%	$333.64 - $405.2 $49.4K - $60K	33.9K $13.7M
BAH	12.4K + 126.55%	$138.82 - $162.76 $1.73M - $2.02M	22.3K $3.62M
SONY	1.69K + 1.03%	$81.61 - $98.65 $138K - $167K	166K $16M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	62.4K New	$85.84 - $85.84 $5.36M - $5.36M	62.4K $5.36M
HUBS	3.24K New	$450.09 - $592.58 $1.46M - $1.92M	3.24K $1.72M
EBTC	7.31K New	$23.05 - $32.67 $168K - $239K	7.31K $233K
MA	435 New	$429.6 - $500.99 $187K - $218K	435 $214K
UNH	367 New	$488.01 - $604.18 $179K - $222K	367 $214K
AVGO	1.23K New	$136.27 - $1745.86 $167K - $2.14M	1.23K $211K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPIB	-338K - 47.04%	$32.36 - $33.78 $10.9M - $11.4M	381K $12.8M
GOOG	-7.51K - 5.82%	$149.54 - $192.66 $1.12M - $1.45M	121K $20.3M
NVO	-759 - 0.64%	$119.07 - $145.42 $90.4K - $110K	118K $14.1M
NVDA	-16.4K - 26.59%	$98.91 - $134.91 $1.62M - $2.21M	45.3K $5.5M
FDX	-677 - 1.18%	$254.64 - $313.52 $172K - $212K	56.8K $15.5M
SHYG	-37.3K - 86.39%	$41.95 - $43.42 $1.57M - $1.62M	5.88K $255K

Activity Summary All Purchases 75 New Holdings 7 Increased Positions 68 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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