Beta Wealth Group, Inc. Purchases and Sells in Q4 2024

Beta Wealth Group, Inc.

$206 Million
Q4 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	1.01K + 2.76%	$180.88 - $232.93 $182K - $235K	37.5K $8.23M
WM	4.98K + 31.55%	$201.79 - $228.46 $1M - $1.14M	20.7K $4.19M
HD	2.27K + 32.42%	$385.02 - $431.37 $874K - $979K	9.27K $3.61M
FBND	29.8K + 6.32%	$44.87 - $46.86 $1.34M - $1.4M	502K $22.5M
NOW	49 + 2.02%	$867.18 - $1148.42 $42.5K - $56.3K	2.47K $2.62M
ARKF	1.64K + 4.34%	$29.11 - $41.59 $47.6K - $68K	39.3K $1.46M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLB	103K New	$36.83 - $45.59 $3.81M - $4.71M	103K $3.96M
XLV	11.4K New	$136.28 - $154.74 $1.55M - $1.76M	11.4K $1.57M
XMHQ	11.4K New	$98.47 - $109.35 $1.12M - $1.24M	11.4K $1.12M
TJX	5.8K New	$112.15 - $127.2 $650K - $738K	5.8K $700K
KO	7.81K New	$61.74 - $71.71 $482K - $560K	7.81K $486K
AMAT	2.3K New	$161.44 - $213.89 $371K - $492K	2.3K $374K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDLZ	-48K - 86.93%	$59.25 - $72.99 $2.85M - $3.51M	7.22K $431K
CVS	-39.5K - 84.2%	$43.78 - $67.46 $1.73M - $2.67M	7.42K $333K
AVGO	-2.8K - 57.19%	$159.67 - $250.0 $448K - $701K	2.1K $486K
VGLT	-3 - 0.01%	$55.1 - $61.74 $165 - $185	48.6K $2.69M
RTX	-1.5K - 28.29%	$114.45 - $127.21 $172K - $191K	3.81K $440K
PML	-8.98K - 11.85%	$8.02 - $9.52 $72K - $85.5K	66.8K $540K

Activity Summary All Purchases 75 New Holdings 10 Increased Positions 65 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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