Institutions / Boulder Wealth Advisors, LLC / Activity
Activity — Boulder Wealth Advisors, LLC
40 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Broadcom Inc. | $23.40M | +62K +875.69% | 69,030 9.51% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 | $20.07M | +162K +266.08% | 222,414 10.07% of portfolio | medium |
| Q2 2026 as of | Trim | 464287200 | $-12.38M | -17K -23.69% | 53,251 14.54% of portfolio | medium |
| Q2 2026 as of | New | 92206C714 | $9.71M | +91K | 91,302 3.54% of portfolio | medium |
| Q2 2026 as of | New | 922908769 | $7.03M | +19K | 18,989 2.56% of portfolio | medium |
| Q2 2026 as of | Exit | 14020G101 | $-6.40M | -144K -100.00% | — | medium |
| Q2 2026 as of | Add | 14020Y607 | $6.17M | +234K +283.49% | 316,322 3.04% of portfolio | medium |
| Q2 2026 as of | Exit | 46641Q670 | $-5.76M | -122K -100.00% | — | medium |
| Q2 2026 as of | Add | 46137V613 | $4.16M | +77K +15.79% | 565,247 11.13% of portfolio | low |
| Q2 2026 as of | Trim | 46435G425 | $-3.53M | -22K -61.22% | 13,661 0.82% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q654 | $-2.64M | -52K -62.86% | 30,531 0.57% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. | $2.26M | +8K +103.91% | 15,299 1.61% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 | $2.09M | +24K +681.15% | 27,231 0.87% of portfolio | low |
| Q2 2026 as of | Exit | 46654Q773 | $-1.90M | -36K -100.00% | — | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF | $1.69M | +8K +5.23% | 154,582 12.37% of portfolio | low |
| Q2 2026 as of | Exit | 46654Q732 | $-1.66M | -18K -100.00% | — | low |
| Q2 2026 as of | Add | 808524102 | $1.60M | +55K +3.48% | 1,641,481 17.33% of portfolio | low |
| Q2 2026 as of | New | 922908736 | $1.45M | +17K | 16,832 0.53% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q647 | $-1.15M | -23K -14.82% | 130,633 2.41% of portfolio | low |
| Q2 2026 as of | Trim | 78464A409 | $-1.12M | -9K -21.20% | 34,844 1.51% of portfolio | low |
| Q2 2026 as of | Trim | 14020Y805 | $-900.5K | -35K -28.56% | 87,133 0.82% of portfolio | low |
| Q2 2026 as of | Add | 14020Y201 | $897.3K | +33K +9.46% | 377,874 3.78% of portfolio | low |
| Q2 2026 as of | Exit | 46431W507 | $-529.4K | -10K -100.00% | — | low |
| Q2 2026 as of | Trim | Warren E. Buffett | $-359.8K | -719 -16.76% | 3,571 0.65% of portfolio | low |
| Q2 2026 as of | Exit | 921910840 | $-352.3K | -2K -100.00% | — | low |
| Q2 2026 as of | New | Dell Technologies Inc. | $302.4K | +701 | 701 0.11% of portfolio | low |
| Q2 2026 as of | New | AST SpaceMobile, Inc. | $263.7K | +3K | 2,968 0.10% of portfolio | low |
| Q2 2026 as of | New | 808524797 | $232.3K | +7K | 7,327 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 72201R874 | $-185.8K | -4K -38.76% | 5,813 0.11% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 | $-170.8K | -232 -45.22% | 281 0.08% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp | $-135.0K | -675 -19.60% | 2,768 0.20% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc | $-123.0K | -516 -30.86% | 1,156 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp | $-33.6K | -90 -3.34% | 2,608 0.35% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc | $-29.3K | -52 -12.29% | 371 0.08% of portfolio | low |
| Q2 2026 as of | Add | JPMORGAN CHASE & CO | $26.2K | +80 +10.34% | 854 0.10% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. | $23.3K | +66 +3.70% | 1,850 0.24% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc | $8.4K | +20 +3.31% | 625 0.10% of portfolio | low |
| Q2 2026 as of | Exit | 91232N207 | $-626 | -31 -100.00% | — | low |
| Q2 2026 as of | Exit | Pfizer Inc | $-612 | -58 -100.00% | — | low |
| Q2 2026 as of | Exit | G4124C109 | $-46 | -100 -100.00% | — | low |