Wealth Architects, LLC Purchases and Sells in Q3 2024

Wealth Architects, LLC

$848 Million
Q3 2024

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	24.5K + 5.57%	$105.53 - $118.34 $2.58M - $2.89M	464K $54.2M
AAPL	12.1K + 7.08%	$207.23 - $234.82 $2.5M - $2.83M	182K $42.4M
GII	25.1K + 4.3%	$54.45 - $61.92 $1.37M - $1.55M	608K $37.5M
TDTF	137K + 6.03%	$23.21 - $24.2 $3.18M - $3.32M	2.41M $58.1M
VEA	26.6K + 3.09%	$47.6 - $53.31 $1.27M - $1.42M	888K $46.9M
AVUV	19.4K + 10.55%	$88.24 - $99.7 $1.71M - $1.94M	203K $19.5M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	1.75K New	$99.69 - $139.42 $175K - $244K	1.75K $239K
BX	1.56K New	$120.77 - $159.66 $189K - $250K	1.56K $239K
SO	2.54K New	$77.0 - $90.52 $196K - $230K	2.54K $228K
GWW	212 New	$896.19 - $1044.18 $190K - $221K	212 $220K
NULC	4.52K New	$41.51 - $46.29 $188K - $209K	4.52K $209K
AMT	891 New	$192.27 - $242.73 $171K - $216K	891 $207K

Top Sells

Reduced Positions

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LRCX	-3.72K - 12.3%	$731.56 - $1127.3 $2.72M - $4.19M	26.5K $21.7M
ISRG	-1.62K - 77.69%	$416.14 - $494.01 $672K - $798K	464 $227K
SNOW	-1.2K - 9.04%	$108.56 - $143.02 $130K - $171K	12.1K $1.38M
MSFT	-218 - 1.34%	$395.15 - $467.56 $86.1K - $102K	16K $6.89M
INTC	-2.35K - 7.48%	$18.9 - $34.87 $44.4K - $81.8K	29K $680K
PLTR	-24.3K - 43.39%	$24.09 - $37.95 $586K - $923K	31.7K $1.18M

Activity Summary All Purchases 74 New Holdings 7 Increased Positions 67 All Sells 99 Reductions 99 Sold out 0 Calls 0 Puts 0

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