Private Wealth Partners, LLC Purchases and Sells in Q3 2024

Private Wealth Partners, LLC

$1.24 Billion
Q3 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	804 + 0.95%	$405.19 - $478.57 $326K - $385K	85.3K $39.3M
KKR	755 + 0.62%	$104.51 - $133.23 $78.9K - $101K	122K $15.9M
HD	1.37K + 3.23%	$333.64 - $405.2 $458K - $557K	43.9K $17.8M
NVO	20.2K + 155.11%	$119.07 - $145.42 $2.4M - $2.94M	33.2K $3.95M
JNJ	4.23K + 5.56%	$145.48 - $167.38 $616K - $709K	80.4K $13M
META	2.45K + 34.24%	$453.41 - $572.44 $1.11M - $1.4M	9.62K $5.51M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GGG	10K New	$77.82 - $87.64 $779K - $877K	10K $875K
DELL	5.47K New	$87.89 - $145.97 $481K - $798K	5.47K $648K
EPD	20.5K New	$27.88 - $30.0 $572K - $615K	20.5K $596K
IDXX	1.04K New	$455.08 - $517.19 $474K - $538K	1.04K $525K
MPLX	11.5K New	$40.44 - $45.07 $465K - $518K	11.5K $511K
NKE	4.45K New	$71.09 - $89.44 $316K - $398K	4.45K $393K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-38.5K - 14.57%	$395.15 - $467.56 $15.2M - $18M	226K $97.1M
GOOGL	-73.8K - 17.14%	$148.65 - $191.18 $11M - $14.1M	357K $59.1M
AMZN	-65.6K - 17.82%	$161.02 - $200.0 $10.6M - $13.1M	303K $56.4M
GOOG	-48.4K - 24.57%	$149.54 - $192.66 $7.23M - $9.32M	148K $24.8M
MCK	-13.3K - 26.8%	$479.06 - $630.38 $6.35M - $8.36M	36.2K $17.9M
MRK	-50.5K - 14.8%	$111.15 - $128.97 $5.61M - $6.51M	291K $33M

Activity Summary All Purchases 79 New Holdings 13 Increased Positions 66 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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