Roberts Wealth Advisors, LLC Purchases and Sells in Q4 2024

Roberts Wealth Advisors, LLC

$303 Million
Q4 2024

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	77.6K + 22.75%	$50.37 - $50.6 $3.91M - $3.93M	419K $21.1M
MRK	30.6K + 109.38%	$96.31 - $114.76 $2.95M - $3.52M	58.7K $5.84M
THS	63.8K + 297.43%	$31.59 - $42.18 $2.02M - $2.69M	85.3K $3M
WSM	5.5K + 25.38%	$129.13 - $198.21 $710K - $1.09M	27.1K $5.03M
DIS	1.93K + 4.15%	$92.39 - $117.6 $178K - $226K	48.3K $5.38M
VB	2.72K + 5.38%	$233.76 - $261.58 $636K - $711K	53.3K $12.8M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA	21.7K New	$140.69 - $167.97 $3.06M - $3.65M	21.7K $3.18M
ZBH	18.3K New	$101.77 - $113.02 $1.87M - $2.07M	18.3K $1.94M
CCJ	18K New	$48.64 - $61.14 $876K - $1.1M	18K $925K
VOO	1.25K New	$521.84 - $558.82 $652K - $699K	1.25K $673K
PEP	2.06K New	$151.29 - $176.1 $311K - $362K	2.06K $312K
VPU	1.68K New	$160.52 - $179.11 $270K - $301K	1.68K $274K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NKE	-16.6K - 32.08%	$73.36 - $89.13 $1.22M - $1.48M	35.2K $2.66M
JPM	-12.3K - 32.54%	$205.18 - $250.29 $2.53M - $3.08M	25.6K $6.13M
MDT	-15.3K - 30.66%	$79.61 - $92.24 $1.22M - $1.41M	34.7K $2.77M
QCOM	-6.41K - 17.65%	$150.4 - $178.04 $963K - $1.14M	29.9K $4.59M
VCSH	-10.3K - 49.93%	$77.86 - $79.27 $802K - $817K	10.3K $806K
VEA	-128 - 0.08%	$47.57 - $52.44 $6.09K - $6.71K	153K $7.31M

Activity Summary All Purchases 62 New Holdings 10 Increased Positions 52 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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