D.B. Root & Company, LLC Purchases and Sells in Q4 2024

D.B. Root & Company, LLC

$304 Million
Q4 2024

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	177K + 326.52%	$25.93 - $105.3 $4.6M - $18.7M	232K $6.45M
SCHM	62.2K + 345.45%	$27.54 - $83.04 $1.71M - $5.17M	80.2K $2.22M
JCPB	66.4K + 5.97%	$46.07 - $48.17 $3.06M - $3.2M	1.18M $54.3M
TSLA	41 + 1.0%	$213.65 - $479.86 $8.76K - $19.7K	4.14K $1.67M
SCHX	746K + 199.05%	$22.4 - $68.28 $16.7M - $50.9M	1.12M $26M
RH	12 + 0.15%	$311.9 - $446.04 $3.74K - $5.35K	7.87K $3.1M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	19.5K New	$261.5 - $284.63 $5.09M - $5.54M	19.5K $5.14M
CBRE	4.26K New	$119.22 - $140.71 $508K - $599K	4.26K $559K
TLT	6.13K New	$87.1 - $98.49 $534K - $603K	6.13K $535K
CDNS	1.42K New	$249.1 - $324.54 $353K - $461K	1.42K $426K
AMAT	2.58K New	$161.44 - $213.89 $416K - $552K	2.58K $419K
EXR	2.09K New	$142.35 - $178.32 $298K - $373K	2.09K $312K

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JHMM	-83.2K - 72.66%	$59.61 - $64.8 $4.96M - $5.39M	31.3K $1.87M
UNH	-496 - 52.6%	$485.52 - $625.25 $241K - $310K	447 $226K
KO	-574 - 2.57%	$61.74 - $71.71 $35.4K - $41.2K	21.8K $1.36M
XLV	-1.39K - 43.04%	$136.28 - $154.74 $190K - $216K	1.85K $253K
SCCO	-442 - 5.53%	$91.13 - $117.95 $40.3K - $52.1K	7.55K $687K
LHX	-692 - 26.67%	$208.94 - $264.22 $145K - $183K	1.9K $400K

Activity Summary All Purchases 102 New Holdings 18 Increased Positions 84 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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