Laurel Wealth Planning LLC Purchases and Sells in Q3 2024

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EWJ	4.34K + 7.36%	$63.12 - $72.99 $274K - $317K	63.4K $4.53M
ESGE	1.54K + 1.1%	$32.04 - $37.11 $49.4K - $57.3K	142K $5.16M
XSVM	2.09K + 7.89%	$51.3 - $59.04 $107K - $123K	28.6K $1.57M
EMNT	1.57K + 3.81%	$98.23 - $98.97 $154K - $155K	42.7K $4.22M
VB	55 + 1.19%	$214.77 - $237.72 $11.8K - $13.1K	4.69K $1.11M
MINO	523 + 2.77%	$45.07 - $46.16 $23.6K - $24.1K	19.4K $895K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EPI	91.7K New	$47.41 - $50.82 $4.35M - $4.66M	91.7K $4.63M
ADM	13K New	$57.96 - $65.72 $753K - $854K	13K $777K
BRK-A	1 New	$610460.0 - $715910.0 $610K - $716K	1 $691K
IYY	3.07K New	$125.77 - $139.59 $385K - $428K	3.07K $428K
ABBV	1.13K New	$163.84 - $199.33 $185K - $225K	1.13K $223K
VTV	1.21K New	$159.75 - $174.57 $193K - $211K	1.21K $211K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IHDG	-16K - 11.47%	$42.42 - $46.78 $680K - $750K	124K $5.66M
ESGD	-9.01K - 8.99%	$75.63 - $84.89 $681K - $765K	91.2K $7.68M
AAPL	-1.2K - 30.92%	$207.23 - $234.82 $249K - $282K	2.68K $625K
MSFT	-298 - 34.41%	$395.15 - $467.56 $118K - $139K	568 $244K
ESGV	-1.95K - 14.56%	$91.37 - $101.65 $178K - $198K	11.4K $1.16M
ESGU	-6.14K - 6.21%	$113.45 - $126.18 $697K - $775K	92.7K $11.7M

Activity Summary All Purchases 12 New Holdings 6 Increased Positions 6 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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