Rocky Mountain Advisers, LLC Purchases and Sells in Q1 2024

Rocky Mountain Advisers, LLC

$119 Million
Q1 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	52.4K + 18.94%	$75.25 - $80.63 $3.94M - $4.23M	329K $26.5M
UTF	46 + 0.01%	$20.87 - $23.57 $960 - $1.08K	408K $9.62M
SCHB	1.9K + 1.55%	$54.61 - $61.05 $103K - $116K	124K $7.59M
DIS	2.1K + 26.66%	$89.29 - $122.36 $187K - $256K	9.95K $1.22M
WMT	36.6K + 199.61%	$58.61 - $175.86 $2.14M - $6.43M	54.9K $3.3M
MSFT	1 + 0.02%	$367.75 - $429.37 $368 - $429	6.38K $2.68M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FWRD	3K New	$26.6 - $64.28 $79.8K - $193K	3K $93K
COWZ	445 New	$50.77 - $58.11 $22.6K - $25.9K	445 $25K
TOL	160 New	$95.98 - $129.37 $15.4K - $20.7K	160 $20K
KBH	260 New	$58.4 - $70.88 $15.2K - $18.4K	260 $18K
USHY	437 New	$36.0 - $36.66 $15.7K - $16K	437 $15K
TSM	113 New	$99.13 - $149.2 $11.2K - $16.9K	113 $15K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NRG	-58.3K - 80.72%	$50.51 - $68.13 $2.94M - $3.97M	13.9K $941K
VCSH	-3.28K - 30.21%	$76.87 - $77.64 $252K - $255K	7.58K $586K
ADM	-2.02K - 61.23%	$51.38 - $73.13 $104K - $148K	1.28K $80K
XEL	-1.78K - 96.84%	$48.44 - $63.73 $86K - $113K	58 $3K
OMER	-24.8K - 92.65%	$2.88 - $4.89 $71.5K - $121K	1.97K $6K
META	-330 - 36.71%	$344.47 - $512.19 $114K - $169K	569 $276K

Activity Summary All Purchases 65 New Holdings 28 Increased Positions 37 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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