Crown Wealth Group, LLC Purchases and Sells in Q1 2024

Crown Wealth Group, LLC

$187 Million
Q1 2024

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	11.3K + 4.05%	$50.79 - $56.98 $574K - $644K	290K $16.6M
BJAN	27.8K + 9.44%	$40.34 - $43.54 $1.12M - $1.21M	323K $14.1M
NVDA	800 + 28.72%	$475.69 - $950.02 $381K - $760K	3.59K $3.24M
BALT	46.1K + 11.15%	$28.46 - $29.26 $1.31M - $1.35M	459K $13.4M
MSFT	1.13K + 5.35%	$367.75 - $429.37 $415K - $484K	22.2K $9.35M
QUAL	2.35K + 4.1%	$144.62 - $165.44 $340K - $389K	59.8K $9.82M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINO	15.2K New	$45.09 - $45.79 $686K - $697K	15.2K $694K
EPI	13.4K New	$40.96 - $44.87 $548K - $600K	13.4K $582K
VEA	9.89K New	$46.21 - $50.27 $457K - $497K	9.89K $496K
JNJ	1.97K New	$155.22 - $162.74 $305K - $320K	1.97K $311K
IWO	1.09K New	$239.5 - $270.8 $261K - $295K	1.09K $295K
AMD	1.62K New	$135.32 - $211.38 $220K - $343K	1.62K $292K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-1.7K - 25.2%	$301.05 - $346.61 $512K - $589K	5.05K $1.74M
BA	-940 - 45.3%	$179.84 - $251.76 $169K - $237K	1.14K $219K
TSLA	-40 - 0.94%	$162.5 - $248.42 $6.5K - $9.94K	4.21K $739K
COWZ	-5.42K - 41.37%	$50.77 - $58.11 $275K - $315K	7.68K $446K
PMAY	-7.64K - 35.9%	$31.26 - $32.48 $239K - $248K	13.6K $442K
PAUG	-4.75K - 21.46%	$32.98 - $35.38 $156K - $168K	17.4K $614K

Activity Summary All Purchases 78 New Holdings 23 Increased Positions 55 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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