Westshore Wealth, LLC Purchases and Sells in Q3 2024

Westshore Wealth, LLC

$241 Million
Q3 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NOW	2.21K + 55.86%	$730.87 - $937.36 $1.62M - $2.07M	6.17K $5.52M
IWD	1.81K + 1.8%	$173.36 - $189.8 $313K - $343K	102K $19.4M
LQD	4.09K + 1.95%	$106.11 - $113.72 $434K - $465K	214K $24.2M
IWM	1.4K + 2.35%	$200.87 - $224.6 $281K - $314K	60.8K $13.4M
VGLT	4.27K + 3.29%	$56.52 - $63.23 $242K - $270K	134K $8.26M
IWF	93 + 0.2%	$332.02 - $382.76 $30.9K - $35.6K	46.8K $17.6M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KO	3.05K New	$62.69 - $73.01 $191K - $223K	3.05K $219K
ETN	657 New	$272.52 - $333.02 $179K - $219K	657 $217K
LVS	4.22K New	$37.86 - $51.12 $160K - $216K	4.22K $212K
WMT	2.59K New	$66.91 - $81.4 $173K - $211K	2.59K $208K
KDP	5.47K New	$31.95 - $38.02 $175K - $208K	5.47K $204K
VZ	4.48K New	$38.89 - $45.0 $174K - $202K	4.48K $201K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	-73.8K - 44.69%	$123.32 - $147.38 $9.1M - $10.9M	91.3K $12.4M
SPY	-9.24K - 7.71%	$517.38 - $573.86 $4.78M - $5.3M	111K $63.4M
GOOG	-38 - 0.25%	$149.54 - $192.66 $5.68K - $7.32K	14.9K $2.49M
COIN	-120 - 3.42%	$147.09 - $265.15 $17.7K - $31.8K	3.39K $603K
PINS	-263 - 2.75%	$28.66 - $43.51 $7.54K - $11.4K	9.29K $300K
TLT	-2.68K - 11.62%	$89.91 - $101.33 $241K - $271K	20.4K $2M

Activity Summary All Purchases 38 New Holdings 8 Increased Positions 30 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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