Herold Advisors, Inc. Purchases and Sells in Q3 2024

Herold Advisors, Inc.

$449 Million
Q3 2024

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	48 + 0.23%	$175.1 - $223.38 $8.4K - $10.7K	20.7K $4.58M
TSLA	845 + 7.48%	$191.76 - $263.26 $162K - $222K	12.1K $3.18M
AVIG	17K + 14.21%	$40.41 - $42.73 $686K - $726K	137K $5.8M
AVUS	863 + 0.56%	$86.27 - $95.15 $74.5K - $82.1K	155K $14.7M
QLC	11.4K + 47.69%	$58.69 - $65.04 $667K - $739K	35.2K $2.29M
AVUV	3.09K + 4.23%	$88.24 - $99.7 $272K - $308K	76K $7.29M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	20.2K New	$30.74 - $34.07 $620K - $687K	20.2K $687K
EFV	8.6K New	$51.72 - $57.96 $445K - $498K	8.6K $494K
EFG	4.16K New	$96.84 - $108.77 $402K - $452K	4.16K $447K
VOO	714 New	$475.2 - $527.7 $339K - $377K	714 $376K
EMXC	4.69K New	$56.04 - $62.99 $263K - $295K	4.69K $286K
D	4.76K New	$48.01 - $58.53 $229K - $279K	4.76K $275K

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	-26.4K - 51.25%	$47.65 - $52.99 $1.26M - $1.4M	25.1K $1.33M
SPGP	-8.15K - 59.94%	$96.3 - $106.49 $784K - $867K	5.44K $569K
MSFT	-123 - 0.32%	$395.15 - $467.56 $48.6K - $57.5K	38.1K $16.4M
GOOGL	-196 - 0.6%	$148.65 - $191.18 $29.1K - $37.5K	32.2K $5.35M
LLY	-294 - 2.52%	$772.14 - $960.02 $227K - $282K	11.4K $10.1M
SCHW	-4.4K - 26.08%	$61.74 - $76.08 $271K - $334K	12.5K $807K

Activity Summary All Purchases 128 New Holdings 16 Increased Positions 112 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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