Dougherty Wealth Advisers LLC Purchases and Sells in Q3 2024

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 2024

Top Buys

Incresed Positions

10 operations
Stock Shares change Price Range Shares Held Trade History
2.75K
+ 1.66%
$159.75 - $174.57 $439K - $480K
169K $29.5M
3.46K
+ 3.89%
$341.08 - $391.94 $1.18M - $1.35M
92.4K $35.5M
4.42K
+ 6.61%
$149.02 - $167.67 $658K - $740K
71.3K $11.9M
4.71K
+ 9.13%
$109.24 - $121.48 $515K - $572K
56.3K $6.75M
1.52K
+ 5.84%
$82.97 - $98.97 $126K - $150K
27.5K $2.68M
2.27K
+ 2.39%
$41.9 - $48.26 $95.2K - $110K
97.4K $4.66M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
60
New
$99.69 - $139.42 $5.98K - $8.37K
60 $8K
SOLVENTUM CORP COM SHS
11
New
N/A
11 $0
SIRIUSXM HOLDINGS INC COMMON STOCK
3.69K
New
N/A
3.69K $0
LAM RESEARCH CORP COM NEW
20
New
N/A
20 $0
BLACKROCK INC COM
114
New
N/A
114 $0

Top Sells

Reduced Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
-75
- 2.28%
$395.15 - $467.56 $29.6K - $35.1K
3.22K $1.38M
-131
- 19.91%
$295.44 - $355.81 $38.7K - $46.6K
527 $186K
-96
- 3.99%
$49.19 - $55.54 $4.72K - $5.33K
2.31K $121K
-16
- 3.77%
$296.54 - $331.25 $4.74K - $5.3K
408 $129K
-71
- 16.1%
$87.56 - $95.49 $6.22K - $6.78K
370 $35K
-88
- 14.97%
$57.32 - $62.65 $5.04K - $5.51K
500 $31K
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-5
Closed
$136.27 - $1745.86 $681 - $8.73K
0 $0
Activity Summary
Buys All Purchases 15 New Holdings 5 Increased Positions 10 Sells All Sells 27 Reductions 26 Sold out 1 Options Calls 0 Puts 0
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