Carolina Wealth Advisors, LLC Purchases in Q4 2024

Carolina Wealth Advisors, LLC

  • $179 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UAL
United Airlines Holdings, Inc.

Industrials
199
+ 1.78%
$55.62 - $102.44 $11.1K - $20.4K
11.4K $1.1M
TWLO
Twilio Inc

Communication Services
208
+ 2.36%
$63.73 - $114.96 $13.3K - $23.9K
9.03K $975K
GDDY
Go Daddy Inc.

Technology
1.07K
+ 345.48%
$153.16 - $209.03 $164K - $224K
1.38K $272K
EQH
Equitable Holdings, Inc.

Financial Services
4.02K
+ 348.57%
$41.59 - $50.4 $167K - $203K
5.17K $243K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
739
+ 282.06%
$229.83 - $258.46 $170K - $191K
1K $247K
CAH
Cardinal Health Inc

Healthcare
1.49K
+ 346.85%
$107.89 - $125.33 $161K - $186K
1.92K $226K
VRSK
Verisk Analytics, Inc.

Industrials
622
+ 330.85%
$262.86 - $294.75 $163K - $183K
810 $223K
MSI
Motorola Solutions, Inc.

Technology
368
+ 337.61%
$449.08 - $504.6 $165K - $186K
477 $220K
CLX
Clorox CO

Consumer Defensive
1.02K
+ 345.76%
$156.51 - $169.74 $160K - $173K
1.32K $213K
MANH
Manhattan Associates Inc

Technology
607
+ 342.94%
$263.36 - $309.78 $160K - $188K
784 $211K
OTIS
Otis Worldwide Corp

Industrials
1.76K
+ 347.63%
$92.57 - $106.01 $163K - $186K
2.27K $209K
RAMP
Live Ramp Holdings, Inc.

Technology
560
+ 2.24%
$23.69 - $32.37 $13.3K - $18.1K
25.6K $777K
ADSK
Autodesk, Inc.

Technology
614
+ 277.83%
N/A
835 $205K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
1.48K
+ 3.65%
$15.53 - $20.75 $22.9K - $30.6K
41.9K $831K
PDD
Pinduoduo Inc.

Consumer Cyclical
1.69K
+ 347.12%
$94.39 - $154.27 $159K - $260K
2.17K $210K
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 200.0%
$4100.99 - $5300.34 $107K - $138K
39 $193K
DAL
Delta Air Lines, Inc.

Industrials
247
+ 1.96%
$47.46 - $65.77 $11.7K - $16.2K
12.8K $776K
ABC
Amerisourcebergen Corp

Healthcare
719
+ 270.3%
N/A
985 $182K
MAR
Marriott International Inc

Consumer Cyclical
409
+ 82.29%
$246.06 - $292.59 $101K - $120K
906 $252K
AZO
Autozone Inc

Consumer Cyclical
37
+ 246.67%
$2981.19 - $3370.27 $110K - $125K
52 $166K
NU
Nu Holdings Ltd.

Financial Services
11.2K
+ 349.35%
$10.24 - $15.89 $115K - $178K
14.4K $149K
LLY
Eli Lilly & CO

Healthcare
151
+ 108.63%
$727.2 - $932.06 $110K - $141K
290 $223K
NVO
Novo Nordisk A S

Healthcare
1.25K
+ 308.89%
$85.0 - $120.04 $106K - $150K
1.66K $142K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
486
+ 2.57%
$28.6 - $34.92 $13.9K - $17K
19.4K $644K
L
Loews Corp

Financial Services
210
+ 2.16%
$76.49 - $87.05 $16.1K - $18.3K
9.92K $839K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.02K
+ 211.04%
$22.01 - $66.82 $199K - $603K
13.3K $301K
TMUS
T Mobile Us, Inc.

Communication Services
64
+ 278.26%
$206.1 - $246.94 $13.2K - $15.8K
87 $19K
POST
Post Holdings, Inc.

Consumer Defensive
177
+ 2.69%
$106.14 - $120.72 $18.8K - $21.4K
6.75K $772K
SNOW
Snowflake Inc.

Technology
60
New
$109.65 - $186.51 $6.58K - $11.2K
60 $9K
TAP
Molson Coors Beverage CO

Consumer Defensive
183
+ 1.91%
$53.97 - $63.88 $9.88K - $11.7K
9.74K $558K
TTD
Trade Desk, Inc.

Technology
50
+ 66.67%
$108.7 - $139.51 $5.44K - $6.98K
125 $14K
SHOP
Shopify Inc.

Technology
20
+ 28.99%
$78.14 - $119.49 $1.56K - $2.39K
89 $9K
PYPL
Pay Pal Holdings, Inc.

Financial Services
45
+ 450.0%
$77.25 - $91.3 $3.48K - $4.11K
55 $4K
NET
Cloudflare, Inc.

Technology
25
New
$78.11 - $117.56 $1.95K - $2.94K
25 $2K
SCHV
Schwab Strategic Tr Us Large C

ETFs
303
+ 231.3%
$25.79 - $80.4 $7.81K - $24.4K
434 $11K
UPST
Upstart Holdings, Inc.

Financial Services
25
New
$37.78 - $84.46 $945 - $2.11K
25 $1K
DOCN
Digital Ocean Holdings, Inc.

Technology
50
New
$34.07 - $44.0 $1.7K - $2.2K
50 $1K
MELI
Mercadolibre Inc

Consumer Cyclical
1
New
$1666.0 - $2117.3 $1.67K - $2.12K
1 $1K
LUMN
Lumen Technologies, Inc.

Communication Services
164
+ 273.33%
$5.31 - $10.12 $871 - $1.66K
224 $1K
Biomx Inc Com New
159
New
N/A
159 $0
Carisma Therapeutics Inc Com
150
New
N/A
150 $0
DOCU
Docusign, Inc.

Technology
9
New
$61.42 - $106.99 $553 - $963
9 $0
Cadrenal Therapeutics Inc Com New
20
New
N/A
20 $0
Brookfield Infrastructure Corp Com Sb Vtg Shs A
148
New
N/A
148 $0
W
Wayfair Inc.

Consumer Cyclical
8
New
$37.77 - $56.94 $302 - $456
8 $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
42
New
N/A
42 $0
ZM
Zoom Video Communications, Inc.

Technology
10
New
$67.21 - $89.03 $672 - $890
10 $0
American Healthcare Reit Inc Com Shs
1.04K
New
N/A
1.04K $0
APPN
Appian Corp

Technology
10
New
$30.53 - $41.56 $305 - $416
10 $0
Activity Summary
Buys All Purchases 77 New Holdings 28 Increased Positions 49 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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