Peninsula Wealth, LLC Purchases and Sells in Q3 2024

Peninsula Wealth, LLC

$558 Million
Q3 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	80K + 24.23%	$125.9 - $170.35 $10.1M - $13.6M	410K $69.9M
IVE	10.8K + 4.01%	$181.06 - $197.17 $1.95M - $2.13M	279K $55.1M
IVW	30.4K + 5.12%	$84.77 - $97.13 $2.58M - $2.95M	625K $59.8M
QQQ	4.14K + 14.69%	$434.77 - $502.96 $1.8M - $2.08M	32.3K $15.8M
IJH	10.5K + 5.72%	$57.32 - $62.65 $604K - $660K	195K $12.1M
AAPL	765 + 1.49%	$207.23 - $234.82 $159K - $180K	52K $12.1M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWY	7.97K New	$194.66 - $225.97 $1.55M - $1.8M	7.97K $1.75M
SPEM	24.9K New	$36.02 - $41.68 $897K - $1.04M	24.9K $1.03M
SSNC	6.42K New	$61.42 - $76.46 $394K - $491K	6.42K $476K
VXUS	3.58K New	$58.03 - $65.37 $208K - $234K	3.58K $231K
GLD	884 New	$215.56 - $246.98 $191K - $218K	884 $214K
SPTL	7.2K New	$26.69 - $29.87 $192K - $215K	7.2K $209K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNOW	-4 - -0.0%	$108.56 - $143.02 $434 - $572	468K $53.8M
VEA	-26K - 13.85%	$47.6 - $53.31 $1.24M - $1.39M	162K $8.55M
EFV	-19.4K - 14.49%	$51.72 - $57.96 $1M - $1.13M	115K $6.59M
VEEV	-2.59K - 37.98%	$180.43 - $223.9 $466K - $579K	4.22K $886K
VCIT	-3.92K - 52.12%	$79.29 - $84.02 $310K - $329K	3.6K $301K
VWO	-15K - 13.22%	$41.9 - $48.26 $630K - $725K	98.7K $4.72M

Activity Summary All Purchases 65 New Holdings 9 Increased Positions 56 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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