Wambolt & Associates, LLC Purchases and Sells in Q3 2024

Wambolt & Associates, LLC

$366 Million
Q3 2024

Top Buys

Incresed Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	358 + 0.43%	$207.23 - $234.82 $74.2K - $84.1K	83K $19.3M
VB	5.27K + 17.68%	$214.77 - $237.72 $1.13M - $1.25M	35K $8.31M
EMXC	25.3K + 18.42%	$56.04 - $62.99 $1.42M - $1.6M	163K $9.96M
PGR	1.3K + 6.82%	$209.46 - $259.24 $273K - $338K	20.4K $5.18M
BX	2.32K + 8.32%	$120.77 - $159.66 $280K - $371K	30.2K $4.63M
MA	916 + 8.9%	$429.6 - $500.99 $394K - $459K	11.2K $5.53M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	1.41K New	$197.34 - $237.68 $278K - $334K	1.41K $317K
RGLD	1.76K New	$125.01 - $146.5 $220K - $258K	1.76K $247K
BAH	1.46K New	$138.82 - $162.76 $202K - $237K	1.46K $236K
DE	550 New	$344.84 - $418.0 $190K - $230K	550 $229K
IJR	1.93K New	$105.53 - $118.34 $204K - $228K	1.93K $225K
SO	2.48K New	$77.0 - $90.52 $191K - $224K	2.48K $223K

Top Sells

Reduced Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDF	-52.6K - 44.62%	$33.67 - $37.71 $1.77M - $1.98M	65.2K $2.44M
TM	-413 - 10.4%	$167.18 - $207.59 $69K - $85.7K	3.56K $635K
WM	-235 - 1.17%	$196.96 - $223.45 $46.3K - $52.5K	19.8K $4.11M
BKLN	-7.32K - 17.8%	$20.69 - $21.17 $152K - $155K	33.8K $710K
NSSC	-1.21K - 13.98%	$34.23 - $58.0 $41.4K - $70.2K	7.44K $301K
DUK	-1.71K - 46.1%	$99.35 - $117.71 $170K - $201K	2K $230K

Activity Summary All Purchases 96 New Holdings 9 Increased Positions 87 All Sells 85 Reductions 85 Sold out 0 Calls 0 Puts 0

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