Goal Vest Advisory LLC Purchases and Sells in Q1 2024

Goal Vest Advisory LLC

  • $298 Million
  • Q1 2024

Top Buys

Incresed Positions

125 operations
Stock Shares change Price Range Shares Held Trade History
14.6K
+ 7.54%
$429.43 - $481.35 $6.29M - $7.05M
209K $100M
7.71K
+ 10.99%
$301.05 - $346.61 $2.32M - $2.67M
77.9K $26.8M
7.65K
+ 628.51%
$257.98 - $290.37 $1.97M - $2.22M
8.87K $2.47M
2.17K
+ 459.87%
$475.69 - $950.02 $1.03M - $2.06M
2.64K $2.38M
18.9K
+ 9.11%
$47.06 - $52.87 $889K - $999K
226K $12M
5.04K
+ 9.49%
$204.0 - $228.59 $1.03M - $1.15M
58.2K $13.3M
View all

New Holdings

119 operations
Stock Shares change Price Range Shares Held Trade History
17.2K
New
$116.98 - $131.66 $2.01M - $2.27M
17.2K $2.26M
8K
New
$212.65 - $266.17 $1.7M - $2.13M
8K $2.09M
19.6K
New
$78.03 - $106.52 $1.53M - $2.09M
19.6K $2.09M
16.5K
New
$110.09 - $130.47 $1.82M - $2.15M
16.5K $2.08M
19.9K
New
$50.51 - $68.13 $1M - $1.35M
19.9K $1.34M
51.5K
New
$15.98 - $26.46 $824K - $1.36M
51.5K $1.19M
View all

Top Sells

Reduced Positions

69 operations
Stock Shares change Price Range Shares Held Trade History
-62.5K
- 28.29%
$32.38 - $32.91 $2.03M - $2.06M
159K $5.18M
-4.4K
- 64.66%
$73.11 - $80.04 $322K - $352K
2.4K $191K
-2.14K
- 97.99%
$82.58 - $89.12 $177K - $191K
44 $3K
-1.77K
- 97.31%
$96.75 - $99.37 $172K - $176K
49 $4K
-2.42K
- 31.49%
$58.78 - $65.61 $142K - $158K
5.25K $344K
-299
- 47.54%
$156.85 - $175.27 $46.9K - $52.4K
330 $57K
View all

Sold Out

2 operations
Stock Shares change Price Range Shares Held Trade History
-144
Closed
$233.45 - $247.73 $33.6K - $35.7K
0 $0
-18
Closed
$236.39 - $289.74 $4.26K - $5.22K
0 $0
Activity Summary
Buys All Purchases 244 New Holdings 119 Increased Positions 125 Sells All Sells 71 Reductions 69 Sold out 2 Options Calls 0 Puts 0
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