Moulton Wealth Management, Inc Spdr Bloomberg 1 3 Month T Bil Transaction History

Moulton Wealth Management, Inc

$118 Million
Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 57,558 shares of BIL stock, worth $5.26 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares

57,558

Previous 50,214 14.63%

Holding current value

$5.26 Million

Previous $4.61 Million 14.67%

% of portfolio

4.48%

Previous 4.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$91.42 - $91.82 $671,388 - $674,326	7,344 Added 14.63%	57,558 $5.28 Million
Q2 2024 Jul 16, 2024	SELL	$91.42 - $91.82 $10.3 Million - $10.4 Million	-112,810 Reduced 69.2%	50,214 $4.61 Million
Q1 2024 Apr 10, 2024	BUY	$91.4 - $91.8 $1.28 Million - $1.29 Million	14,001 Added 9.4%	163,024 $15 Million
Q4 2023 Jan 10, 2024	BUY	$91.22 - $91.84 $102,622 - $103,320	1,125 Added 0.76%	149,023 $13.6 Million
Q3 2023 Oct 11, 2023	BUY	$91.43 - $91.86 $13.5 Million - $13.6 Million	147,898 New	147,898 $13.6 Million
Q4 2020 Jan 12, 2021	SELL	$91.51 - $91.53 $3.04 Million - $3.04 Million	-33,223 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$91.52 - $91.54 $26,998 - $27,004	295 Added 0.9%	33,223 $3.04 Million
Q2 2020 Jul 08, 2020	BUY	$91.52 - $91.58 $75,778 - $75,828	828 Added 2.58%	32,928 $3.01 Million
Q1 2020 Apr 13, 2020	BUY	$91.44 - $91.66 $2.94 Million - $2.94 Million	32,100 New	32,100 $2.94 Million

Others Institutions Holding BIL

# of Institutions

1,115

Shares Held

210M

Call Options Held

21.2K

Put Options Held

27.3K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Moulton Wealth Management, Inc Spdr Bloomberg 1 3 Month T Bil Transaction History