D.B. Root & Company, LLC Purchases and Sells in Q3 2024

D.B. Root & Company, LLC

$296 Million
Q3 2024

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	65.3K + 6.23%	$45.87 - $48.53 $2.99M - $3.17M	1.11M $53.7M
SCHX	4.44K + 1.2%	$61.11 - $67.85 $271K - $301K	375K $25.4M
BSTP	29.9K + 21.55%	$30.24 - $32.72 $903K - $977K	168K $5.51M
VIG	5.91K + 8.2%	$182.15 - $182.15 $1.08M - $1.08M	77.9K $14.2M
SCHM	11.1K + 160.85%	$75.47 - $83.18 $838K - $924K	18K $1.5M
SCHG	5.86K + 12.1%	$92.63 - $105.69 $543K - $619K	54.3K $5.66M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMS	3.43K New	$140.18 - $178.56 $481K - $613K	3.43K $539K
XLV	3.24K New	$143.3 - $157.24 $464K - $509K	3.24K $498K
TRU	4.28K New	$72.72 - $106.05 $312K - $454K	4.28K $448K
IBB	2.29K New	$135.09 - $149.47 $309K - $342K	2.29K $333K
DIA	702 New	$386.81 - $423.12 $272K - $297K	702 $297K
XLU	3.55K New	$67.67 - $80.78 $240K - $287K	3.55K $286K

Top Sells

Reduced Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-4.94K - 18.44%	$161.02 - $200.0 $795K - $988K	21.8K $4.07M
GOOGL	-2.4K - 14.49%	$148.65 - $191.18 $356K - $458K	14.1K $2.35M
PM	-6.19K - 66.32%	$101.25 - $127.45 $627K - $789K	3.15K $381K
MSFT	-713 - 6.45%	$395.15 - $467.56 $282K - $333K	10.3K $4.45M
QCOM	-1.31K - 16.18%	$156.12 - $209.64 $205K - $275K	6.8K $1.16M
BHP	-7.31K - 57.96%	$51.32 - $62.11 $375K - $454K	5.31K $329K

Activity Summary All Purchases 70 New Holdings 16 Increased Positions 54 All Sells 98 Reductions 98 Sold out 0 Calls 0 Puts 0

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