Dougherty Wealth Advisers LLC Purchases and Sells in Q1 2024

Dougherty Wealth Advisers LLC

  • $113 Million
  • Q1 2024

Top Buys

Incresed Positions

5 operations
Stock Shares change Price Range Shares Held Trade History
805
+ 0.48%
$147.46 - $162.86 $119K - $131K
168K $27.4M
36.1K
+ 59.26%
$39.04 - $42.23 $1.41M - $1.53M
97.1K $4.05M
238
+ 0.55%
$62.39 - $67.92 $14.8K - $16.2K
43.6K $2.96M
584
+ 400.0%
$56.98 - $284.98 $33.3K - $166K
730 $44K
288
+ 1.13%
$82.58 - $89.12 $23.8K - $25.7K
25.8K $2.24M

New Holdings

1 operations
Stock Shares change Price Range Shares Held Trade History
20
New
$141.82 - $157.74 $2.84K - $3.15K
20 $3K

Top Sells

Reduced Positions

29 operations
Stock Shares change Price Range Shares Held Trade History
-1.77K
- 7.26%
$169.0 - $195.18 $299K - $345K
22.6K $3.87M
-951
- 22.63%
$367.75 - $429.37 $350K - $408K
3.25K $1.37M
-425
- 96.81%
$396.28 - $446.38 $168K - $190K
14 $6K
-1.26K
- 22.57%
$132.56 - $154.84 $167K - $195K
4.32K $657K
-1.26K
- 22.57%
$131.4 - $153.51 $165K - $193K
4.32K $652K
-544
- 22.52%
$257.98 - $290.37 $140K - $158K
1.87K $522K
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-24
Closed
$3408.14 - $3901.99 $81.8K - $93.6K
0 $0
Activity Summary
Buys All Purchases 6 New Holdings 1 Increased Positions 5 Sells All Sells 30 Reductions 29 Sold out 1 Options Calls 0 Puts 0
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