Core Wealth Advisors, Inc. Purchases and Sells in Q1 2024

Core Wealth Advisors, Inc.

$293 Million
Q1 2024

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTC	48.7K + 3760.34%	$41.83 - $49.55 $2.04M - $2.41M	50K $2.21M
IJH	200K + 431.42%	$56.98 - $284.98 $11.4M - $57M	246K $15M
VO	3.21K + 6.37%	$225.86 - $249.86 $725K - $802K	53.6K $13.4M
MOAT	6.52K + 3.13%	$82.58 - $89.9 $538K - $586K	215K $19.3M
IEFA	4.75K + 2.14%	$68.14 - $74.43 $324K - $353K	226K $16.8M
IGSB	5.09K + 3.12%	$50.95 - $51.48 $259K - $262K	168K $8.63M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	66.2K New	$84.87 - $93.71 $5.62M - $6.2M	66.2K $6.2M
CALF	123K New	$45.67 - $49.16 $5.59M - $6.02M	123K $6.02M
IBM	11.4K New	$159.16 - $197.78 $1.82M - $2.26M	11.4K $2.18M
PAPR	7.96K New	$32.46 - $33.59 $259K - $268K	7.96K $267K
BRP	4.51K New	$21.83 - $30.59 $98.4K - $138K	4.51K $130K
ARCC	573 New	$19.94 - $20.82 $11.4K - $11.9K	573 $11K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-67.2K - 56.35%	$102.35 - $110.52 $6.87M - $7.42M	52K $5.75M
BA	-9.58K - 94.88%	$179.84 - $251.76 $1.72M - $2.41M	517 $99K
UNH	-4.29K - 95.63%	$472.6 - $545.42 $2.03M - $2.34M	196 $96K
MUST	-24.8K - 28.86%	$20.5 - $20.83 $507K - $516K	61K $1.26M
AAPL	-22 - 0.17%	$169.0 - $195.18 $3.72K - $4.29K	13.1K $2.24M
KORP	-1.37K - 0.46%	$45.75 - $46.63 $62.7K - $63.9K	299K $13.8M

Activity Summary All Purchases 58 New Holdings 15 Increased Positions 43 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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