Prudent Man Advisors, LLC Purchases and Sells in Q1 2024

Prudent Man Advisors, LLC

$263 Million
Q1 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.2K + 60.03%	$469.56 - $525.73 $1.03M - $1.16M	5.87K $3.09M
NVDA	441 + 21.52%	$475.69 - $950.02 $210K - $419K	2.49K $2.25M
TMUS	3.07K + 69.3%	$160.41 - $167.42 $492K - $514K	7.5K $1.22M
MPC	1.04K + 25.43%	$151.8 - $201.5 $158K - $210K	5.15K $1.04M
VLO	780 + 16.86%	$124.77 - $170.98 $97.3K - $133K	5.41K $922K
CMG	11 + 3.41%	$2212.8 - $2955.53 $24.3K - $32.5K	334 $970K

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	2.61K New	$359.29 - $420.52 $939K - $1.1M	2.61K $1.1M
NEM	20.8K New	$29.86 - $40.91 $622K - $852K	20.8K $746K
NI	24.3K New	$25.06 - $27.66 $610K - $673K	24.3K $672K
MSM	6.21K New	$92.63 - $103.08 $575K - $640K	6.21K $602K
NKE	5.84K New	$92.58 - $107.18 $541K - $626K	5.84K $549K
AVB	1.51K New	$169.99 - $188.17 $257K - $285K	1.51K $280K

Top Sells

Reduced Positions

139 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	-40.4K - 47.68%	$76.34 - $77.25 $3.08M - $3.12M	44.3K $3.4M
BIV	-23.2K - 44.54%	$74.51 - $76.61 $1.73M - $1.78M	28.9K $2.18M
VYM	-11.9K - 34.83%	$109.98 - $120.99 $1.31M - $1.44M	22.3K $2.7M
BLV	-10.4K - 54.47%	$70.55 - $74.4 $731K - $771K	8.67K $626K
TMO	-1.55K - 49.41%	$528.82 - $599.43 $820K - $930K	1.59K $922K
ICSH	-14.4K - 65.7%	$50.35 - $50.6 $727K - $731K	7.54K $381K

Activity Summary All Purchases 29 New Holdings 11 Increased Positions 18 All Sells 139 Reductions 139 Sold out 0 Calls 0 Puts 0

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