Octavia Wealth Advisors, LLC Purchases and Sells in Q4 2024

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

Top Buys

Incresed Positions

74 operations
Stock Shares change Price Range Shares Held Trade History
14.4K
+ 1.82%
$81.74 - $91.38 $1.18M - $1.32M
809K $71.1M
2.84K
+ 13.85%
$205.18 - $250.29 $582K - $710K
23.3K $5.59M
15
+ 0.18%
$213.65 - $479.86 $3.2K - $7.2K
8.43K $3.4M
81.5K
+ 5.9%
$44.87 - $46.86 $3.66M - $3.82M
1.46M $65.7M
17K
+ 2.39%
N/A
731K $39.2M
5.27K
+ 7.34%
$126.68 - $134.74 $668K - $710K
77.1K $9.84M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
216K
New
$42.29 - $44.45 $9.15M - $9.61M
216K $9.18M
895
New
$362.95 - $502.38 $325K - $450K
895 $400K
4.04K
New
$71.81 - $86.11 $290K - $347K
4.04K $317K
5.14K
New
$55.45 - $61.08 $285K - $314K
5.14K $285K
4.81K
New
$58.59 - $71.15 $282K - $342K
4.81K $282K
8.54K
New
$28.3 - $30.67 $242K - $262K
8.54K $251K
View all

Top Sells

Reduced Positions

106 operations
Stock Shares change Price Range Shares Held Trade History
-2.7K
- 27.82%
$150.4 - $178.04 $406K - $481K
7K $1.08M
-354
- 1.57%
$406.35 - $454.46 $144K - $161K
22.2K $9.34M
-2.73K
- 6.04%
$39.6 - $45.21 $108K - $124K
42.6K $1.7M
-17.9K
- 58.19%
$16.21 - $19.97 $290K - $358K
12.9K $220K
-2.19K
- 56.22%
$138.14 - $180.72 $303K - $396K
1.71K $302K
-2.19K
- 24.77%
$43.78 - $67.46 $95.7K - $148K
6.64K $298K
View all
Activity Summary
Buys All Purchases 87 New Holdings 13 Increased Positions 74 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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