Cm Wealth Advisors LLC Purchases and Sells in Q2 2024

Cm Wealth Advisors LLC

$210 Million
Q2 2024

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LECO	154K + 2056.21%	$182.24 - $252.64 $28.1M - $39M	162K $30.5M
MSFT	849 + 7.36%	$389.33 - $452.85 $331K - $384K	12.4K $5.54M
NSC	2.79K + 284.87%	$209.9 - $253.39 $585K - $706K	3.76K $808K
PG	3.32K + 107.16%	$155.33 - $168.56 $516K - $560K	6.42K $1.06M
MCD	1.22K + 92.47%	$249.37 - $280.22 $303K - $340K	2.53K $644K
IWV	439 + 21.01%	$283.16 - $309.9 $124K - $136K	2.53K $780K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	2.29K New	$164.43 - $190.9 $376K - $436K	2.29K $395K
INTC	11.1K New	$29.85 - $44.52 $330K - $492K	11.1K $342K
VOT	1.18K New	$218.75 - $234.97 $257K - $277K	1.18K $270K
ORCL	1.5K New	$113.75 - $144.64 $170K - $216K	1.5K $211K
NWL	27.4K New	$6.28 - $8.71 $172K - $239K	27.4K $175K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	-108K - 40.67%	$234.68 - $265.99 $25.5M - $28.8M	158K $41.8M
IWD	-88.1K - 95.67%	$169.4 - $179.05 $14.9M - $15.8M	3.99K $695K
VIG	-75.5K - 69.55%	$173.33 - $185.29 $13.1M - $14M	33.1K $6.03M
DIA	-26.8K - 19.75%	$377.31 - $399.95 $10.1M - $10.7M	109K $42.5M
IWB	-38.2K - 61.02%	$272.21 - $298.72 $10.4M - $11.4M	24.4K $7.25M
VTI	-18.4K - 88.03%	$245.23 - $269.4 $4.5M - $4.94M	2.5K $667K

Activity Summary All Purchases 17 New Holdings 5 Increased Positions 12 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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