Castle Wealth Management LLC Purchases and Sells in Q2 2024

Castle Wealth Management LLC

$169 Million
Q2 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PUTW	26.2K + 133.13%	$31.7 - $33.66 $829K - $880K	45.8K $1.53M
REZ	3.6K + 7.71%	$68.06 - $77.1 $245K - $278K	50.3K $3.87M
IHDG	9.7K + 14.44%	$43.96 - $46.57 $426K - $452K	76.8K $3.5M
NVDA	11.3K + 857.93%	$118.11 - $1224.4 $1.33M - $13.8M	12.6K $1.56M
AVGO	52 + 6.4%	$1204.71 - $1828.87 $62.6K - $95.1K	864 $1.39M
IAUM	5.08K + 2.97%	$22.41 - $24.23 $114K - $123K	176K $4.09M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRM	4.98K New	$218.01 - $304.74 $1.09M - $1.52M	4.98K $1.28M
PAPR	21.2K New	$32.62 - $34.69 $691K - $735K	21.2K $733K
IAPR	18.3K New	$26.26 - $27.6 $479K - $504K	18.3K $493K
AMGN	1.3K New	$262.75 - $319.31 $341K - $414K	1.3K $405K
KAPR	13K New	$29.61 - $31.13 $384K - $404K	13K $399K
ABBV	1.19K New	$154.79 - $180.76 $184K - $215K	1.19K $204K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	-16.7K - 17.74%	$55.23 - $58.55 $923K - $978K	77.5K $4.46M
COWZ	-8.23K - 7.45%	$54.04 - $58.09 $445K - $478K	102K $5.57M
SCHX	-13.8K - 9.5%	$58.7 - $64.78 $807K - $891K	131K $8.42M
ICOW	-6.86K - 3.9%	$30.29 - $33.04 $208K - $227K	169K $5.14M
JNJ	-2.23K - 20.67%	$144.38 - $157.78 $321K - $351K	8.54K $1.25M
AVUV	-1.88K - 3.44%	$86.93 - $93.77 $164K - $176K	52.7K $4.73M

Activity Summary All Purchases 56 New Holdings 9 Increased Positions 47 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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