Coastwise Capital Group, LLC Purchases and Sells in Q1 2025

Coastwise Capital Group, LLC

$118 Million
Q1 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	40.1K + 11.73%	$27.01 - $28.54 $1.08M - $1.14M	382K $10.7M
LMT	2.62K + 442.4%	$423.19 - $506.29 $1.11M - $1.33M	3.21K $1.43M
GD	3.56K + 155.98%	$241.94 - $272.58 $861K - $970K	5.84K $1.59M
VZ	9.77K + 21.3%	$37.81 - $46.49 $370K - $454K	55.7K $2.53M
MRK	6.87K + 126.24%	$83.01 - $101.02 $570K - $694K	12.3K $1.1M
SPSM	15.7K + 73.04%	$40.03 - $46.81 $627K - $734K	37.1K $1.51M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	817 New	$461.52 - $548.18 $377K - $448K	817 $427K
EWZ	9.91K New	$22.45 - $26.94 $223K - $267K	9.91K $256K
IJH	4.24K New	$57.21 - $65.8 $242K - $279K	4.24K $247K
FNDF	5.83K New	$32.9 - $37.45 $192K - $218K	5.83K $210K
TGT	2K New	$103.65 - $142.5 $207K - $284K	2K $208K
FISV	971 New	N/A	971 $121K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-5.42K - 13.96%	$106.98 - $149.43 $580K - $810K	33.4K $3.62M
AAPL	-1.36K - 4.03%	$209.68 - $247.1 $284K - $335K	32.3K $7.17M
DIA	-2.46K - 37.98%	$408.78 - $448.82 $1.01M - $1.1M	4.02K $1.69M
TSLA	-323 - 4.84%	$222.15 - $428.22 $71.8K - $138K	6.35K $1.65M
WFC	-14.9K - 56.26%	$66.78 - $81.42 $992K - $1.21M	11.5K $828K
AMZN	-1.39K - 5.47%	$190.26 - $242.06 $264K - $336K	24K $4.57M

Activity Summary All Purchases 59 New Holdings 6 Increased Positions 53 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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