Phoenix Wealth Advisors Purchases and Sells in Q1 2024

Phoenix Wealth Advisors

$164 Million
Q1 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	3.64K + 20.4%	$367.75 - $429.37 $1.34M - $1.56M	21.5K $9.05M
DVN	42.3K + 226.84%	$40.69 - $50.18 $1.72M - $2.12M	61K $3.06M
APD	5.65K + 128.4%	$215.38 - $273.47 $1.22M - $1.55M	10.1K $2.44M
WMT	43.1K + 284.78%	$58.61 - $175.86 $2.53M - $7.58M	58.2K $3.5M
VEA	14.1K + 21.07%	$46.21 - $50.27 $653K - $710K	81.2K $4.07M
CMCSA	17.3K + 40.57%	$41.24 - $46.73 $715K - $811K	60.1K $2.61M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	94.6K New	$22.51 - $23.08 $2.13M - $2.18M	94.6K $2.15M
VZ	38.8K New	$37.9 - $42.49 $1.47M - $1.65M	38.8K $1.63M
BBY	19K New	$70.94 - $82.03 $1.35M - $1.56M	19K $1.56M
RSP	7.9K New	$153.84 - $169.37 $1.21M - $1.34M	7.9K $1.34M
EBLU	18.3K New	$42.03 - $46.84 $768K - $855K	18.3K $853K
IWR	4.44K New	$75.37 - $84.09 $334K - $373K	4.44K $372K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TXN	-8.61K - 71.14%	$156.85 - $175.27 $1.35M - $1.51M	3.49K $608K
LMT	-1.56K - 39.08%	$418.19 - $463.18 $652K - $723K	2.43K $1.11M
FAST	-14K - 34.98%	$61.98 - $78.42 $869K - $1.1M	26.1K $2.01M
HDV	-10.5K - 15.0%	$101.8 - $110.21 $1.07M - $1.15M	59.3K $6.54M
IUSG	-11.7K - 18.36%	$100.95 - $117.92 $1.18M - $1.38M	51.9K $6.08M
TSLA	-549 - 20.34%	$162.5 - $248.42 $89.2K - $136K	2.15K $377K

Activity Summary All Purchases 49 New Holdings 10 Increased Positions 39 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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