Carolina Wealth Advisors, LLC Purchases and Sells in Q4 2024

Carolina Wealth Advisors, LLC

$179 Million
Q4 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UAL	199 + 1.78%	$55.62 - $102.44 $11.1K - $20.4K	11.4K $1.1M
TWLO	208 + 2.36%	$63.73 - $114.96 $13.3K - $23.9K	9.03K $975K
GDDY	1.07K + 345.48%	$153.16 - $209.03 $164K - $224K	1.38K $272K
EQH	4.02K + 348.57%	$41.59 - $50.4 $167K - $203K	5.17K $243K
HLT	739 + 282.06%	$229.83 - $258.46 $170K - $191K	1K $247K
CAH	1.49K + 346.85%	$107.89 - $125.33 $161K - $186K	1.92K $226K

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNOW	60 New	$109.65 - $186.51 $6.58K - $11.2K	60 $9K
NET	25 New	$78.11 - $117.56 $1.95K - $2.94K	25 $2K
MELI	1 New	$1666.0 - $2117.3 $1.67K - $2.12K	1 $1K
UPST	25 New	$37.78 - $84.46 $945 - $2.11K	25 $1K
DOCN	50 New	$34.07 - $44.0 $1.7K - $2.2K	50 $1K
FIW	0 New	$102.02 - $110.91 $0 - $0	0 $0

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	-654 - 1.65%	$164.99 - $203.87 $108K - $133K	38.9K $6.92M
RDN	-3.9K - 1.66%	$31.67 - $35.84 $124K - $140K	232K $7.35M
VZ	-2.42K - 1.66%	$39.6 - $45.21 $95.6K - $109K	143K $5.73M
CAG	-2.33K - 1.65%	$26.48 - $32.72 $61.6K - $76.1K	139K $3.86M
PCAR	-6.78K - 99.15%	$97.92 - $118.41 $663K - $802K	58 $6K
SSTK	-1.86K - 1.65%	$29.25 - $34.57 $54.3K - $64.1K	110K $3.35M

Activity Summary All Purchases 77 New Holdings 28 Increased Positions 49 All Sells 76 Reductions 76 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.