Campbell Wealth Management Purchases and Sells in Q3 2024

Campbell Wealth Management

$1.12 Billion
Q3 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIA	4.38K + 2.76%	$386.81 - $423.12 $1.7M - $1.85M	163K $69M
XLI	4.44K + 1.45%	$120.56 - $135.44 $535K - $601K	310K $42M
XLF	9.99K + 1.35%	$40.84 - $45.74 $408K - $457K	748K $33.9M
QQQ	2.85K + 1.79%	$434.77 - $502.96 $1.24M - $1.43M	162K $79M
IBTE	35.4K + 4.09%	$23.88 - $24.01 $845K - $850K	901K $21.6M
BSCO	35.7K + 2.95%	$21.05 - $21.17 $752K - $756K	1.25M $26.3M

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	5.11M New	$61.11 - $67.85 $312M - $347M	5.11M $347M
AGG	1.3M New	$96.25 - $101.98 $125M - $133M	1.3M $132M
SCHI	2.21M New	$43.73 - $46.29 $96.8M - $102M	2.21M $102M
VUG	190K New	$341.08 - $391.94 $64.8M - $74.5M	190K $73M
BSV	489K New	$76.38 - $78.87 $37.3M - $38.6M	489K $38.5M
IVV	51.3K New	$520.18 - $576.82 $26.7M - $29.6M	51.3K $29.6M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-7.83K - 70.3%	$161.02 - $200.0 $1.26M - $1.57M	3.31K $616K
AAPL	-8.75K - 38.78%	$207.23 - $234.82 $1.81M - $2.05M	13.8K $3.22M
SGOV	-6.91K - 11.35%	$100.3 - $100.74 $693K - $696K	53.9K $5.43M
NVDA	-4.61K - 59.82%	$98.91 - $134.91 $456K - $622K	3.1K $376K
ABT	-3.67K - 67.27%	$100.07 - $118.13 $367K - $433K	1.78K $203K
ABBV	-2.11K - 53.73%	$163.84 - $199.33 $345K - $420K	1.81K $358K

Activity Summary All Purchases 49 New Holdings 36 Increased Positions 13 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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