Carolina Wealth Advisors, LLC Purchases and Sells in Q1 2025

Carolina Wealth Advisors, LLC

$178 Million
Q1 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLV	19.5K + 5.45%	$66.9 - $71.57 $1.31M - $1.4M	378K $26.6M
SCHP	4.43K + 0.56%	$25.69 - $26.89 $114K - $119K	795K $21.4M
EQH	15K + 290.62%	$47.64 - $55.68 $716K - $837K	20.2K $1.05M
CAH	5.58K + 291.18%	$118.02 - $137.77 $659K - $769K	7.5K $1.03M
VRSK	2.32K + 286.79%	$268.63 - $301.33 $624K - $700K	3.13K $932K
OTIS	6.58K + 290.55%	$90.77 - $104.01 $597K - $684K	8.85K $912K

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DOX	71.9K New	$82.21 - $92.02 $5.91M - $6.62M	71.9K $6.58M
MOS	237K New	$23.08 - $28.8 $5.48M - $6.83M	237K $6.41M
GES	527K New	$9.27 - $14.23 $4.89M - $7.5M	527K $5.83M
BLMN	532K New	$7.17 - $12.89 $3.81M - $6.85M	532K $3.81M
BRBR	12K New	$65.4 - $79.39 $786K - $954K	12K $895K
LII	1.38K New	$553.05 - $666.93 $760K - $917K	1.38K $771K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PKG	-34.8K - 99.53%	$192.03 - $242.13 $6.68M - $8.42M	165 $32K
RDN	-231K - 99.62%	$30.6 - $34.58 $7.06M - $7.98M	881 $29K
AVGO	-13.4K - 42.72%	$167.43 - $244.7 $2.24M - $3.27M	17.9K $3M
SSTK	-32.5K - 29.39%	$17.79 - $34.5 $577K - $1.12M	77.9K $1.45M
DKS	-551 - 1.49%	$186.55 - $250.04 $103K - $138K	36.5K $7.36M
INFY	-3.41K - 1.53%	$18.06 - $22.89 $61.6K - $78.1K	219K $4M

Activity Summary All Purchases 66 New Holdings 25 Increased Positions 41 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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