Sonoma Private Wealth LLC Purchases and Sells in Q4 2024

Sonoma Private Wealth LLC

$61.9 Billion
Q4 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CEF	50.3K + 518.8%	$23.63 - $26.47 $1.19M - $1.33M	60K $1.43B
PCOR	14K + 261.04%	$58.8 - $85.72 $823K - $1.2M	19.4K $1.45B
NVDA	6.01K + 27.54%	$117.0 - $148.88 $703K - $895K	27.8K $3.74B
SCHR	56K + 519.35%	$24.19 - $50.58 $1.35M - $2.83M	66.8K $1.62B
AMZN	149 + 2.83%	$180.88 - $232.93 $27K - $34.7K	5.41K $1.19B
AAPL	417 + 7.53%	$221.69 - $259.02 $92.4K - $108K	5.96K $1.49B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFR	31.2K New	$29.73 - $30.81 $927K - $960K	31.2K $950M
PEP	2.95K New	$151.29 - $176.1 $447K - $520K	2.95K $449M
CRM	976 New	$270.87 - $367.87 $264K - $359K	976 $326M
SPROTT FDS TR	29.1K New	N/A	29.1K $310M
SPLG	2.91K New	$66.77 - $71.52 $194K - $208K	2.91K $201M
NOK	37K New	$4.13 - $4.95 $153K - $183K	37K $164M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	-875 - 44.48%	$873.59 - $994.69 $764K - $870K	1.09K $1B
MRK	-6.09K - 73.72%	$96.31 - $114.76 $587K - $699K	2.17K $216M
VPN	-31.3K - 36.06%	N/A	55.5K $919M
SPYD	-4.25K - 13.57%	$43.02 - $47.32 $183K - $201K	27.1K $1.17B
HPQ	-6.28K - 49.83%	$32.46 - $39.3 $204K - $247K	6.32K $206M
VTV	-711 - 5.3%	$168.32 - $181.87 $120K - $129K	12.7K $2.15B

Activity Summary All Purchases 45 New Holdings 6 Increased Positions 39 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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