Chesapeake Wealth Management Purchases and Sells in Q4 2024

Chesapeake Wealth Management

$289 Million
Q4 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	212 + 7.99%	$213.65 - $479.86 $45.3K - $102K	2.87K $1.16M
VOO	705 + 63.74%	$521.84 - $558.82 $368K - $394K	1.81K $975K
SCHG	130K + 304.61%	$25.93 - $105.3 $3.37M - $13.7M	173K $4.81M
AGG	9.78K + 6.71%	$96.64 - $101.23 $945K - $990K	155K $15.1M
XLRE	7.44K + 77.99%	$40.06 - $45.21 $298K - $336K	17K $690K
BND	2.79K + 43.66%	$71.75 - $75.11 $200K - $210K	9.18K $660K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	3.8K New	$280.04 - $302.45 $1.06M - $1.15M	3.8K $1.1M
VGT	1.47K New	$571.78 - $647.97 $839K - $951K	1.47K $912K
VUG	663 New	$378.79 - $428.11 $251K - $284K	663 $272K
MRVL	2.39K New	$70.31 - $124.78 $168K - $298K	2.39K $263K
COF	1.25K New	$145.19 - $192.01 $181K - $239K	1.25K $222K
GS	363 New	$486.1 - $608.57 $176K - $221K	363 $207K

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLD	-3.45K - 37.85%	$101.4 - $126.96 $350K - $438K	5.67K $599K
MSFT	-667 - 2.21%	$406.35 - $454.46 $271K - $303K	29.5K $12.4M
LLY	-177 - 5.16%	$727.2 - $932.06 $129K - $165K	3.25K $2.51M
XLV	-713 - 3.66%	$136.28 - $154.74 $97.2K - $110K	18.8K $2.58M
NEE	-372 - 1.26%	$69.77 - $85.43 $26K - $31.8K	29.1K $2.09M
TMO	-4 - 0.1%	$501.29 - $612.85 $2.01K - $2.45K	4.09K $2.13M

Activity Summary All Purchases 50 New Holdings 8 Increased Positions 42 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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