Gradient Capital Advisors, LLC Purchases and Sells in Q4 2024

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024

Top Buys

Incresed Positions

71 operations
Stock Shares change Price Range Shares Held Trade History
347
+ 1.47%
$213.65 - $479.86 $74.1K - $167K
24K $9.7M
14.8K
+ 472.52%
$99.0 - $99.5 $1.47M - $1.47M
17.9K $1.78M
30.7K
+ 19.6%
$46.75 - $47.8 $1.44M - $1.47M
187K $8.79M
204
+ 0.41%
$570.51 - $610.59 $116K - $125K
50.4K $29.7M
11.2K
+ 7.76%
$77.86 - $79.27 $874K - $890K
156K $12.2M
21.4K
+ 22.95%
$30.18 - $33.87 $646K - $725K
115K $3.53M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
4.7K
New
$46.63 - $47.41 $219K - $223K
4.7K $219K
15.8K
New
$12.74 - $14.23 $202K - $225K
15.8K $205K
686
New
$267.35 - $305.57 $183K - $210K
686 $203K
3.55K
New
$51.92 - $59.94 $184K - $213K
3.55K $200K
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
5.14K
New
N/A
5.14K $0
AVANTIS U.S. MID CAP EQUITY ETF
6.19K
New
N/A
6.19K $0
View all

Top Sells

Reduced Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
-1.63K
- 5.18%
$53.44 - $61.33 $87.1K - $100K
29.8K $1.62M
-320
- 8.95%
$258.78 - $328.31 $82.8K - $105K
3.26K $848K
-7.54K
- 33.55%
$24.8 - $30.19 $187K - $228K
14.9K $396K
-8
- 0.39%
$479.66 - $614.62 $3.84K - $4.92K
2.04K $990K
-578
- 9.04%
$143.34 - $165.86 $82.9K - $95.9K
5.81K $840K
-98
- 0.67%
$406.35 - $454.46 $39.8K - $44.5K
14.6K $6.17M
View all
Activity Summary
Buys All Purchases 77 New Holdings 6 Increased Positions 71 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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