Moser Wealth Advisors, LLC Purchases and Sells in Q1 2024

Moser Wealth Advisors, LLC

$178 Million
Q1 2024

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OKTA	29.7K + 58180.39%	$81.18 - $111.49 $2.41M - $3.31M	29.7K $3.11M
AMZN	5.69K + 8.38%	$144.57 - $180.38 $822K - $1.03M	73.6K $13.3M
BRK-B	400 + 2.21%	$359.29 - $420.52 $144K - $168K	18.5K $7.77M
VBR	776 + 1.3%	$172.45 - $191.88 $134K - $149K	60.5K $11.6M
NVO	5.61K + 101.3%	$102.11 - $135.92 $573K - $763K	11.1K $1.43M
MA	35 + 0.24%	$418.77 - $488.64 $14.7K - $17.1K	14.5K $6.98M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	80 New	$141.82 - $157.74 $11.3K - $12.6K	80 $12K
BMY	135 New	$47.98 - $54.4 $6.48K - $7.34K	135 $7K
AVGO	5 New	$1049.01 - $1407.01 $5.25K - $7.04K	5 $6K
KO	91 New	$58.91 - $61.24 $5.36K - $5.57K	91 $5K
WFC	72 New	$46.44 - $57.96 $3.34K - $4.17K	72 $4K
IBM	20 New	$159.16 - $197.78 $3.18K - $3.96K	20 $3K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.09K - 2.95%	$169.0 - $195.18 $352K - $407K	68.6K $11.8M
GILD	-3.13K - 20.47%	$71.58 - $87.29 $224K - $273K	12.2K $890K
SCHP	-3.76K - 5.66%	$51.32 - $52.45 $193K - $197K	62.7K $3.27M
UNH	-10 - 0.2%	$472.6 - $545.42 $4.73K - $5.45K	4.93K $2.44M
TSLA	-312 - 25.74%	$162.5 - $248.42 $50.7K - $77.5K	900 $158K
SMAR	-1.56K - 22.09%	$37.52 - $48.57 $58.4K - $75.6K	5.49K $211K

Activity Summary All Purchases 62 New Holdings 12 Increased Positions 50 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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