Big Sur Wealth Management LLC Purchases and Sells in Q3 2024

Big Sur Wealth Management LLC

$354 Million
Q3 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	7.5K + 488.6%	$434.77 - $502.96 $3.26M - $3.77M	9.04K $4.41M
NVDA	25.4K + 43.42%	$98.91 - $134.91 $2.51M - $3.42M	83.8K $10.2M
CTAS	21.2K + 504.76%	$201.38 - $819.83 $4.27M - $17.4M	25.4K $5.23M
BX	80 + 0.12%	$120.77 - $159.66 $9.66K - $12.8K	64.9K $9.94M
RSP	8.5K + 96.05%	$162.83 - $179.16 $1.38M - $1.52M	17.4K $3.11M
BRK-B	1.91K + 17.34%	$405.19 - $478.57 $772K - $912K	12.9K $5.93M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	5.03K New	$147.95 - $191.05 $744K - $960K	5.03K $873K
IJR	4.5K New	$105.53 - $118.34 $475K - $533K	4.5K $526K
XLG	5.39K New	$42.54 - $47.97 $229K - $259K	5.39K $256K
ITB	2K New	$97.52 - $128.64 $195K - $257K	2K $254K
YUMC	4.51K New	$29.24 - $45.37 $132K - $204K	4.51K $202K
EMXC	2.69K New	$56.04 - $62.99 $151K - $169K	2.69K $164K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-1.56K - 5.34%	$149.54 - $192.66 $233K - $301K	27.6K $4.62M
QCOM	-1K - 16.13%	$156.12 - $209.64 $156K - $210K	5.2K $884K
HTGC	-11.7K - 31.58%	$17.71 - $21.67 $207K - $253K	25.3K $497K
RPV	-4.89K - 10.38%	$82.04 - $89.49 $401K - $437K	42.2K $3.75M
VIST	-3K - 17.65%	$40.14 - $52.13 $120K - $156K	14K $618K
HON	-47 - 0.3%	$196.73 - $220.21 $9.25K - $10.3K	15.6K $3.22M

Activity Summary All Purchases 67 New Holdings 11 Increased Positions 56 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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