Coastwise Capital Group, LLC Purchases and Sells in Q3 2024

Coastwise Capital Group, LLC

$121 Million
Q3 2024

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	5.66K + 5.0%	$77.02 - $85.06 $436K - $482K	119K $10.1M
AAPL	2.01K + 6.27%	$207.23 - $234.82 $417K - $472K	34.1K $7.93M
SPY	950 + 15.41%	$517.38 - $573.86 $492K - $545K	7.11K $4.08M
FTSL	12.9K + 43.09%	$45.51 - $46.26 $588K - $597K	42.9K $1.97M
SPSM	12K + 155.41%	$41.02 - $46.01 $492K - $551K	19.7K $896K
TSLA	562 + 8.54%	$191.76 - $263.26 $108K - $148K	7.15K $1.87M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WFC	26.4K New	$51.58 - $60.97 $1.36M - $1.61M	26.4K $1.49M
MS	3.4K New	$92.07 - $106.96 $313K - $363K	3.4K $353K
LMT	589 New	$460.3 - $584.56 $271K - $344K	589 $344K
NOC	589 New	$423.73 - $533.14 $250K - $314K	589 $310K
K	3.32K New	$56.19 - $80.81 $186K - $268K	3.32K $267K
VTI	926 New	$255.18 - $283.2 $236K - $262K	926 $262K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-978 - 25.87%	$405.19 - $478.57 $396K - $468K	2.8K $1.29M
QCOM	-137 - 2.13%	$156.12 - $209.64 $21.4K - $28.7K	6.3K $1.07M
INTC	-1.13K - 4.82%	$18.9 - $34.87 $21.4K - $39.5K	22.4K $525K
MO	-4.06K - 23.18%	$45.95 - $54.71 $186K - $222K	13.5K $686K
PFE	-4.35K - 6.05%	$27.7 - $31.39 $121K - $137K	67.6K $1.96M
PFF	-2.32K - 17.71%	$31.18 - $33.5 $72.5K - $77.9K	10.8K $358K

Activity Summary All Purchases 101 New Holdings 15 Increased Positions 86 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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