Prudent Man Advisors, LLC Purchases and Sells in Q3 2024

Prudent Man Advisors, LLC

$295 Million
Q3 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	2.43K + 1.45%	$255.18 - $283.2 $621K - $689K	171K $48.3M
HYG	1.75K + 0.63%	$76.72 - $80.36 $134K - $141K	280K $22.5M
BRK-B	1.23K + 45.14%	$405.19 - $478.57 $497K - $587K	3.95K $1.82M
UNH	658 + 28.55%	$488.01 - $604.18 $321K - $398K	2.96K $1.73M
ABBV	2.29K + 64.46%	$163.84 - $199.33 $375K - $456K	5.84K $1.15M
GLW	8.44K + 42.43%	$37.76 - $46.2 $319K - $390K	28.3K $1.28M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICSH	29.7K New	$50.32 - $50.75 $1.49M - $1.5M	29.7K $1.5M
CARR	10.9K New	$61.9 - $80.88 $676K - $884K	10.9K $879K
HD	1.79K New	$333.64 - $405.2 $599K - $727K	1.79K $726K
AXON	1.76K New	$286.16 - $399.6 $504K - $703K	1.76K $703K
OVV	13K New	$37.0 - $48.89 $483K - $638K	13K $499K
EPRT	12.4K New	$27.45 - $34.49 $340K - $427K	12.4K $422K

Top Sells

Reduced Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRK	-4.65K - 23.38%	$111.15 - $128.97 $517K - $600K	15.2K $1.73M
MSFT	-985 - 6.8%	$395.15 - $467.56 $389K - $461K	13.5K $5.8M
LRCX	-240 - 13.93%	$731.56 - $1127.3 $176K - $271K	1.48K $1.21M
QCOM	-1.78K - 17.78%	$156.12 - $209.64 $277K - $373K	8.22K $1.4M
CSCO	-14.7K - 44.05%	$44.74 - $53.22 $656K - $780K	18.6K $991K
GOOG	-1.23K - 8.76%	$149.54 - $192.66 $184K - $237K	12.8K $2.14M

Activity Summary All Purchases 53 New Holdings 24 Increased Positions 29 All Sells 97 Reductions 97 Sold out 0 Calls 0 Puts 0

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