Sculati Wealth Management, LLC Invesco Actively Transaction History

Sculati Wealth Management, LLC

$249 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$74.46 - $92.44 $166,418 - $206,603	2,235 New	2,235 $204,000
Q1 2023 May 05, 2023	SELL	$81.31 - $98.72 $569 - $691	-7 Reduced 0.22%	3,242 $283,000
Q4 2022 Feb 10, 2023	SELL	$80.1 - $92.51 $16,740 - $19,334	-209 Reduced 6.04%	3,249 $283,000
Q2 2022 Aug 09, 2022	SELL	$91.8 - $116.42 $17,442 - $22,119	-190 Reduced 5.21%	3,458 $330,000
Q4 2021 Feb 07, 2022	SELL	$103.68 - $120.11 $63,244 - $73,267	-610 Reduced 14.33%	3,648 $438,000
Q3 2021 Nov 02, 2021	SELL	$103.12 - $113.01 $61,872 - $67,806	-600 Reduced 12.35%	4,258 $439,000
Q2 2021 Aug 13, 2021	SELL	$95.16 - $107.21 $5,709 - $6,432	-60 Reduced 1.22%	4,858 $503,000
Q1 2021 May 14, 2021	BUY	$83.36 - $94.33 $13,587 - $15,375	163 Added 3.43%	4,918 $460,000
Q4 2020 Feb 10, 2021	BUY	$77.92 - $88.18 $39,817 - $45,059	511 Added 12.04%	4,755 $413,000
Q3 2020 Nov 13, 2020	BUY	$77.74 - $85.51 $128,426 - $141,262	1,652 Added 63.73%	4,244 $344,000
Q2 2020 Aug 14, 2020	BUY	$66.23 - $88.56 $171,668 - $229,547	2,592 New	2,592 $209,000

Others Institutions Holding PSR

# of Institutions

55

Shares Held

356K

Call Options Held

0

Put Options Held

0

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