Chesapeake Wealth Management Purchases and Sells in Q3 2024

Chesapeake Wealth Management

$291 Million
Q3 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.45K + 58.17%	$520.18 - $576.82 $1.79M - $1.99M	9.38K $5.41M
AGG	10.8K + 8.01%	$96.25 - $101.98 $1.04M - $1.1M	146K $14.7M
IWR	9.1K + 14.98%	$79.92 - $88.19 $727K - $802K	69.8K $6.16M
MCD	31 + 0.28%	$245.82 - $304.51 $7.62K - $9.44K	11.3K $3.43M
SCHF	204 + 0.11%	$36.98 - $41.55 $7.54K - $8.48K	194K $7.99M
DBEF	11.4K + 12.71%	$38.33 - $42.48 $436K - $483K	101K $4.24M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BX	1.64K New	$120.77 - $159.66 $198K - $262K	1.64K $250K
LNT	3.51K New	$50.74 - $60.74 $178K - $213K	3.51K $213K
IWF	545 New	$332.02 - $382.76 $181K - $209K	545 $204K
DUK	1.76K New	$99.35 - $117.71 $175K - $208K	1.76K $203K
PFE	7.03K New	$27.7 - $31.39 $195K - $221K	7.03K $203K
GOVT	8.59K New	$22.38 - $23.66 $192K - $203K	8.59K $201K

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHM	-9.85K - 44.65%	$75.47 - $83.18 $743K - $819K	12.2K $1.01M
MSFT	-192 - 0.63%	$395.15 - $467.56 $75.9K - $89.8K	30.1K $13M
XLK	-2.38K - 5.86%	$197.34 - $237.68 $470K - $567K	38.3K $8.64M
GOOGL	-392 - 1.38%	$148.65 - $191.18 $58.3K - $74.9K	28K $4.65M
NVDA	-2.71K - 3.95%	$98.91 - $134.91 $268K - $365K	65.8K $7.99M
VCSH	-8.79K - 6.88%	$76.94 - $79.54 $676K - $699K	119K $9.45M

Activity Summary All Purchases 55 New Holdings 6 Increased Positions 49 All Sells 86 Reductions 86 Sold out 0 Calls 0 Puts 0

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