Towerpoint Wealth, LLC Purchases and Sells in Q1 2024

Towerpoint Wealth, LLC

$197 Million
Q1 2024

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	5.64K + 4.02%	$147.46 - $162.86 $831K - $918K	146K $23.8M
LLY	38 + 0.9%	$592.2 - $792.28 $22.5K - $30.1K	4.26K $3.32M
NVDA	131 + 7.27%	$475.69 - $950.02 $62.3K - $124K	1.93K $1.75M
VO	959 + 2.84%	$225.86 - $249.86 $217K - $240K	34.7K $8.67M
VEA	4.44K + 1.86%	$46.21 - $50.27 $205K - $223K	244K $12.2M
VBK	384 + 1.4%	$231.0 - $260.72 $88.7K - $100K	27.8K $7.24M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	658 New	$469.56 - $525.73 $309K - $346K	658 $345K
SYK	664 New	$293.94 - $358.71 $195K - $238K	664 $237K
JPM	1.13K New	$167.09 - $200.3 $189K - $227K	1.13K $226K
CAT	608 New	$278.63 - $366.43 $169K - $223K	608 $222K
EMNT	2.1K New	$97.78 - $98.61 $205K - $207K	2.1K $207K
WFC	3.56K New	$46.44 - $57.96 $165K - $206K	3.56K $206K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	-3.12K - 40.56%	$168.47 - $182.98 $525K - $571K	4.57K $834K
T	-23.5K - 67.52%	$16.23 - $18.04 $381K - $423K	11.3K $198K
META	-984 - 68.05%	$344.47 - $512.19 $339K - $504K	462 $224K
SUB	-2.46K - 35.13%	$104.73 - $105.42 $257K - $259K	4.54K $475K
INTC	-42 - 0.68%	$41.83 - $49.55 $1.76K - $2.08K	6.14K $271K
VNQ	-215 - 2.86%	$82.58 - $89.12 $17.8K - $19.2K	7.31K $632K

Activity Summary All Purchases 50 New Holdings 7 Increased Positions 43 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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