Stone Point Wealth LLC Purchases and Sells in Q1 2024

Stone Point Wealth LLC

$283 Million
Q1 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	45 + 0.07%	$367.75 - $429.37 $16.5K - $19.3K	62.1K $26.1M
VCSH	25.7K + 37.63%	$76.87 - $77.64 $1.98M - $2M	94.2K $7.28M
VTV	3.11K + 3.59%	$147.46 - $162.86 $458K - $506K	89.6K $14.6M
RSP	6.95K + 45.42%	$153.84 - $169.37 $1.07M - $1.18M	22.2K $3.77M
VCIT	15.6K + 29.13%	$79.39 - $81.28 $1.24M - $1.27M	69.3K $5.58M
SPYV	8.48K + 4.45%	$45.88 - $50.1 $389K - $425K	199K $9.97M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDY	2.27K New	$491.35 - $556.4 $1.11M - $1.26M	2.27K $1.26M
FNDX	3.76K New	$60.89 - $67.39 $229K - $253K	3.76K $253K
IBM	1.14K New	$159.16 - $197.78 $182K - $226K	1.14K $218K
VLUE	1.86K New	$98.17 - $108.31 $183K - $202K	1.86K $201K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EZU	-30.4K - 83.63%	$45.48 - $51.29 $1.38M - $1.56M	5.95K $303K
NKE	-3.48K - 11.95%	$92.58 - $107.18 $322K - $373K	25.7K $2.41M
JPST	-13.9K - 40.33%	$50.23 - $50.49 $701K - $704K	20.6K $1.04M
AAPL	-1.04K - 5.1%	$169.0 - $195.18 $176K - $203K	19.4K $3.32M
PGX	-37.1K - 55.7%	$11.45 - $12.02 $425K - $446K	29.5K $350K
VTIP	-7.63K - 30.3%	$47.38 - $47.91 $361K - $365K	17.5K $840K

Activity Summary All Purchases 69 New Holdings 4 Increased Positions 65 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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