Slate Stone Wealth, LLC Purchases and Sells in Q3 2024

Slate Stone Wealth, LLC

$1.11 Billion
Q3 2024

Top Buys

Incresed Positions

140 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	24.2K + 9.28%	$207.23 - $234.82 $5.03M - $5.69M	286K $66.5M
MSFT	19.2K + 26.74%	$395.15 - $467.56 $7.61M - $9M	91.2K $39.3M
NVDA	59K + 24.16%	$98.91 - $134.91 $5.84M - $7.96M	303K $36.8M
CAT	12.3K + 45.65%	$316.8 - $391.12 $3.91M - $4.82M	39.3K $15.4M
HD	10.4K + 41.85%	$333.64 - $405.2 $3.47M - $4.21M	35.2K $14.3M
JPM	25K + 53.43%	$194.9 - $224.8 $4.88M - $5.63M	71.9K $15.2M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHJ	58.6K New	$48.09 - $49.69 $2.82M - $2.91M	58.6K $2.91M
PAVE	21.4K New	$36.39 - $41.16 $779K - $882K	21.4K $882K
Astera Laboratories Inc COM	16K New	N/A	16K $838K
SGOV	6.2K New	$100.3 - $100.74 $622K - $624K	6.2K $624K
EWJ	7.7K New	$63.12 - $72.99 $486K - $562K	7.7K $551K
VBK	2K New	$240.48 - $267.94 $481K - $536K	2K $535K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-17.2K - 26.43%	$149.54 - $192.66 $2.57M - $3.31M	47.8K $7.99M
QQQ	-9.03K - 11.64%	$434.77 - $502.96 $3.93M - $4.54M	68.6K $33.5M
JEPI	-13.9K - 18.17%	$54.98 - $59.51 $766K - $829K	62.7K $3.73M
DDOG	-1.92K - 8.46%	$104.97 - $134.56 $201K - $258K	20.7K $2.38M
UCON	-33.8K - 6.88%	$24.39 - $25.28 $825K - $855K	458K $11.5M
UNH	-2.54K - 19.46%	$488.01 - $604.18 $1.24M - $1.53M	10.5K $6.14M

Activity Summary All Purchases 162 New Holdings 22 Increased Positions 140 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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