Carolina Wealth Advisors, LLC Purchases and Sells in Q2 2025

Carolina Wealth Advisors, LLC

$196 Million
Q2 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TAP	93.1K + 2367.3%	$47.24 - $62.46 $4.4M - $5.82M	97K $4.67M
MOS	10.3K + 4.36%	$22.76 - $36.95 $235K - $382K	248K $9.03M
GES	39.5K + 7.49%	$8.66 - $12.46 $342K - $492K	567K $6.85M
FAST	104K + 104.96%	$40.65 - $83.16 $4.21M - $8.62M	202K $8.5M
BLMN	6.82K + 1.28%	$6.26 - $9.51 $42.7K - $64.9K	538K $4.64M
BKNG	58 + 42.03%	$4164.15 - $5789.24 $242K - $336K	196 $1.13M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DELL	72.3K New	$71.63 - $125.98 $5.18M - $9.11M	72.3K $8.87M
SCHQ	29.5K New	$30.46 - $33.4 $898K - $985K	29.5K $940K
BKAG	15.8K New	$41.2 - $42.29 $649K - $666K	15.8K $664K
SPHY	21.4K New	$22.4 - $23.8 $480K - $510K	21.4K $509K
VEA	6.74K New	$45.65 - $57.01 $308K - $384K	6.74K $384K
BKLC	894 New	$94.74 - $118.43 $84.7K - $106K	894 $105K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-17.9K - 99.94%	$146.29 - $275.65 $2.62M - $4.93M	11 $3K
BLV	-23.7K - 6.29%	$66.5 - $71.25 $1.58M - $1.69M	354K $24.6M
SSTK	-77.9K - 99.94%	$14.55 - $19.81 $1.13M - $1.54M	49 $0
SCHP	-40.1K - 5.05%	$26.18 - $26.93 $1.05M - $1.08M	755K $20.1M
IGLB	-7.45K - 5.54%	$47.55 - $50.44 $354K - $376K	127K $6.37M
L	-3.81K - 95.13%	$80.89 - $92.09 $308K - $351K	195 $17K

Activity Summary All Purchases 93 New Holdings 29 Increased Positions 64 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolina Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolina Wealth Advisors, LLC with notifications on news.