Charter Oak Capital Management, LLC Purchases and Sells in Q4 2024

Charter Oak Capital Management, LLC

  • $1.07 Billion
  • Q4 2024

Top Buys

Incresed Positions

72 operations
Stock Shares change Price Range Shares Held Trade History
200K
+ 23.19%
$51.33 - $53.74 $10.3M - $10.7M
1.06M $54.7M
83.1K
+ 12.13%
$77.02 - $78.58 $6.4M - $6.53M
769K $59.4M
118K
+ 7.85%
$96.64 - $101.23 $11.4M - $12M
1.62M $157M
14K
+ 26.96%
$46.33 - $48.6 $647K - $678K
65.7K $3.05M
1.78K
+ 12.49%
$104.42 - $134.99 $185K - $240K
16K $2.01M
68.7K
+ 639.52%
$5.71 - $6.89 $392K - $473K
79.4K $498K
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
911
New
$213.65 - $479.86 $195K - $437K
911 $367K
1.22K
New
$181.25 - $208.2 $221K - $254K
1.22K $235K
1.78K
New
$108.13 - $134.33 $192K - $238K
1.78K $219K
238
New
$873.59 - $994.69 $208K - $237K
238 $218K
1.18K
New
$170.03 - $192.78 $200K - $227K
1.18K $217K
20K
New
$0.58 - $0.93 $11.6K - $18.6K
20K $13K
View all

Top Sells

Reduced Positions

90 operations
Stock Shares change Price Range Shares Held Trade History
-24.6K
- 3.85%
$57.29 - $63.1 $1.41M - $1.56M
616K $35.4M
-13.7K
- 2.68%
$65.95 - $72.56 $902K - $993K
497K $32.9M
-2.11K
- 1.38%
$52.1 - $57.26 $110K - $121K
151K $7.88M
-2.78K
- 2.07%
$71.75 - $75.11 $199K - $209K
132K $9.47M
-5.79K
- 2.18%
$51.54 - $52.55 $298K - $304K
259K $13.4M
-681
- 1.49%
$63.27 - $70.31 $43.1K - $47.9K
44.9K $2.85M
View all
Activity Summary
Buys All Purchases 78 New Holdings 6 Increased Positions 72 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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