Slate Stone Wealth, LLC Purchases and Sells in Q2 2024

Slate Stone Wealth, LLC

$923 Million
Q2 2024

Top Buys

Incresed Positions

115 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	9 + 0.01%	$414.65 - $485.21 $3.73K - $4.37K	77.6K $37.2M
QUAL	9.91K + 9.75%	$154.56 - $173.19 $1.53M - $1.72M	112K $19.1M
IWF	1.44K + 2.39%	$316.15 - $367.33 $455K - $529K	61.7K $22.5M
SE	20.5K + 120.7%	$52.72 - $76.28 $1.08M - $1.56M	37.5K $2.68M
PLTR	49.8K + 90.75%	$20.47 - $25.82 $1.02M - $1.28M	105K $2.65M
BND	16.1K + 19.69%	$70.55 - $72.66 $1.13M - $1.17M	97.7K $7.04M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TOL	18.9K New	$112.21 - $134.92 $2.12M - $2.55M	18.9K $2.18M
ISRG	4.04K New	$366.34 - $445.11 $1.48M - $1.8M	4.04K $1.8M
TSM	6.29K New	$127.7 - $179.69 $803K - $1.13M	6.29K $1.09M
TMDX	5.68K New	$72.62 - $150.62 $413K - $856K	5.68K $856K
SYK	2.01K New	$324.3 - $354.67 $652K - $713K	2.01K $684K
SMCI	833 New	$713.65 - $1037.15 $594K - $864K	833 $683K

Top Sells

Reduced Positions

109 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-17.3K - 19.33%	$389.33 - $452.85 $6.72M - $7.81M	72K $32.2M
MRK	-30.8K - 28.5%	$123.8 - $132.96 $3.81M - $4.1M	77.3K $9.57M
CAT	-9.94K - 26.9%	$321.47 - $379.3 $3.2M - $3.77M	27K $9M
JPM	-21.3K - 31.22%	$180.08 - $204.79 $3.83M - $4.35M	46.8K $9.48M
HD	-8.05K - 24.47%	$325.1 - $368.03 $2.62M - $2.96M	24.8K $8.55M
CVX	-24.6K - 27.1%	$152.57 - $166.33 $3.75M - $4.09M	66.1K $10.3M

Activity Summary All Purchases 134 New Holdings 19 Increased Positions 115 All Sells 109 Reductions 109 Sold out 0 Calls 0 Puts 0

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