Coastwise Capital Group, LLC Purchases and Sells in Q2 2025

Coastwise Capital Group, LLC

$124 Million
Q2 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	1.82K + 22.23%	$496.48 - $617.85 $905K - $1.13M	10K $6.19M
MSFT	161 + 1.49%	$354.56 - $497.45 $57.1K - $80.1K	11K $5.46M
SCHV	26.2K + 21.16%	$23.55 - $27.67 $617K - $725K	150K $4.15M
QQQ	880 + 30.86%	$416.06 - $551.64 $366K - $485K	3.73K $2.06M
TSLA	62 + 0.98%	$221.86 - $362.89 $13.8K - $22.5K	6.42K $2.04M
SPSM	5.08K + 13.69%	$35.35 - $42.68 $180K - $217K	42.2K $1.8M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	1.04K New	$146.29 - $275.65 $152K - $287K	1.04K $287K
BSV	2.7K New	$77.74 - $78.78 $210K - $213K	2.7K $212K
DE	410 New	$412.99 - $531.48 $169K - $218K	410 $208K
MCK	282 New	$652.83 - $732.78 $184K - $207K	282 $206K
ORCL	936 New	$122.82 - $218.63 $115K - $205K	936 $204K
UL	3.34K New	$57.9 - $65.43 $193K - $219K	3.34K $204K

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-1.83K - 71.66%	$483.48 - $539.8 $884K - $987K	723 $351K
T	-15.3K - 21.16%	$26.33 - $28.94 $402K - $442K	56.9K $1.65M
FTSL	-6.47K - 12.59%	$44.58 - $46.07 $288K - $298K	44.9K $2.06M
VZ	-3.14K - 5.64%	$41.67 - $45.62 $131K - $143K	52.5K $2.27M
SBUX	-968 - 5.87%	$79.69 - $99.41 $77.1K - $96.2K	15.5K $1.42M
V	-546 - 27.87%	$308.27 - $373.31 $168K - $204K	1.41K $501K

Activity Summary All Purchases 55 New Holdings 7 Increased Positions 48 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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