Core Wealth Partners LLC Purchases and Sells in Q1 2024

Core Wealth Partners LLC

$132 Billion
Q1 2024

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	373 + 2.04%	$367.75 - $429.37 $137K - $160K	18.7K $7.85B
BRK-B	298 + 2.68%	$359.29 - $420.52 $107K - $125K	11.4K $4.8B
NVDA	21 + 1.11%	$475.69 - $950.02 $9.99K - $20K	1.91K $1.72B
FTSM	11.8K + 13.11%	$59.62 - $59.91 $702K - $706K	102K $6.06B
AMZN	300 + 1.73%	$144.57 - $180.38 $43.4K - $54.1K	17.6K $3.18B
FIXD	10.2K + 75.23%	$43.25 - $44.65 $441K - $456K	23.8K $1.04B

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSMB	22.3K New	$19.82 - $19.96 $443K - $446K	22.3K $443M
CGCP	19.7K New	$22.27 - $22.91 $439K - $451K	19.7K $442M
FMB	7.23K New	$51.0 - $51.74 $369K - $374K	7.23K $371M
IJR	2.61K New	$102.35 - $110.52 $268K - $289K	2.61K $289M
MBB	3.01K New	$91.2 - $93.98 $275K - $283K	3.01K $278M
NFLX	457 New	$468.5 - $629.24 $214K - $288K	457 $278M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APD	-1.4K - 55.51%	$215.38 - $273.47 $302K - $383K	1.12K $272M
BIL	-3.98K - 10.4%	$91.4 - $91.8 $364K - $366K	34.3K $3.15B
SGOV	-3.39K - 10.0%	$100.29 - $100.71 $339K - $341K	30.5K $3.07B
USFR	-4.9K - 11.73%	$50.23 - $50.46 $246K - $247K	36.8K $1.85B
CLTL	-2.22K - 9.56%	$0.0 - $105.87 $0 - $235K	21K $2.22B
NOC	-355 - 15.02%	$434.55 - $481.08 $154K - $171K	2.01K $962M

Activity Summary All Purchases 84 New Holdings 21 Increased Positions 63 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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