Institutions / Topel & Distasi Wealth Management, LLC / Activity
Activity — Topel & Distasi Wealth Management, LLC
58 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922042858 Common stock | $60 | +1 +<0.01% | 42,004 1.21% of portfolio | low |
| Q2 2026 as of | Add | 464287648 Common stock | $394 | +1 +0.14% | 714 0.14% of portfolio | low |
| Q2 2026 as of | Add | 922908553 Common stock | $5.4K | +56 +1.85% | 3,076 0.14% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-6.5K | -13 -2.68% | 472 0.11% of portfolio | low |
| Q2 2026 as of | Trim | 464287499 Common stock | $-8.9K | -81 -2.28% | 3,466 0.18% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-9.0K | -12 -1.75% | 675 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 92206C409 Common stock | $-11.1K | -141 -0.32% | 44,122 1.68% of portfolio | low |
| Q2 2026 as of | Trim | 464287457 Common stock | $-11.5K | -140 -0.32% | 43,026 1.70% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $14.3K | +60 +3.14% | 1,969 0.23% of portfolio | low |
| Q2 2026 as of | Add | 464289859 Common stock | $17.2K | +176 +2.44% | 7,383 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 922020805 Common stock | $-28.8K | -573 -8.53% | 6,143 0.15% of portfolio | low |
| Q2 2026 as of | Add | 92206C870 Common stock | $34.6K | +419 +1.57% | 27,149 1.08% of portfolio | low |
| Q2 2026 as of | Trim | 46435G441 Common stock | $-36.6K | -783 -4.01% | 18,729 0.42% of portfolio | low |
| Q2 2026 as of | Trim | 464287234 Common stock | $-50.6K | -739 -11.86% | 5,492 0.18% of portfolio | low |
| Q2 2026 as of | Add | 921937835 Common stock | $55.0K | +749 +8.30% | 9,775 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 46436E569 Common stock | $-57.8K | -1K -16.48% | 5,153 0.14% of portfolio | low |
| Q2 2026 as of | Trim | 922042775 Common stock | $-59.3K | -708 -10.18% | 6,245 0.25% of portfolio | low |
| Q2 2026 as of | Trim | 46432F842 Common stock | $-66.1K | -684 -0.40% | 170,320 7.94% of portfolio | low |
| Q2 2026 as of | Trim | 464288521 Common stock | $-77.2K | -1K -1.46% | 78,423 2.51% of portfolio | low |
| Q2 2026 as of | Trim | 464287598 Common stock | $-84.6K | -349 -2.24% | 15,260 1.78% of portfolio | low |
| Q2 2026 as of | Add | 922908637 Common stock | $95.6K | +278 +2.24% | 12,693 2.11% of portfolio | low |
| Q2 2026 as of | Add | 92206C706 Common stock | $104.0K | +2K +14.52% | 13,909 0.40% of portfolio | low |
| Q2 2026 as of | Trim | 46435G516 Common stock | $-105.5K | -1K -27.42% | 2,716 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 46434G863 Common stock | $-107.2K | -2K -22.88% | 6,607 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Ecolab Inc. Common stock | $-112.6K | -404 -8.28% | 4,474 0.60% of portfolio | low |
| Q2 2026 as of | Trim | 46436E551 Common stock | $-126.6K | -2K -12.56% | 16,903 0.43% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $144.8K | +257 +30.24% | 1,107 0.30% of portfolio | low |
| Q2 2026 as of | Add | 464288513 Common stock | $171.9K | +2K +2.82% | 78,525 3.03% of portfolio | low |
| Q2 2026 as of | Add | 464288117 Common stock | $178.1K | +4K +5.41% | 84,529 1.67% of portfolio | low |
| Q2 2026 as of | Add | 46435G193 Common stock | $184.5K | +8K +8.91% | 97,349 1.09% of portfolio | low |
| Q2 2026 as of | Trim | 921910733 Common stock | $-191.4K | -1K -5.41% | 25,287 1.61% of portfolio | low |
| Q2 2026 as of | New | 464287655 Common stock | $207.6K | +691 | 691 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 922908751 Common stock | $-240.7K | -794 -7.60% | 9,652 1.41% of portfolio | low |
| Q2 2026 as of | Trim | 464288570 Common stock | $-243.1K | -2K -7.01% | 22,656 1.56% of portfolio | low |
| Q2 2026 as of | Trim | 921910725 Common stock | $-284.0K | -3K -14.81% | 19,840 0.79% of portfolio | low |
| Q2 2026 as of | Add | 46435U853 Common stock | $353.9K | +10K +7.55% | 136,122 2.43% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $366.7K | +983 +108.50% | 1,889 0.34% of portfolio | low |
| Q2 2026 as of | Trim | 46435U663 Common stock | $-373.9K | -7K -20.71% | 25,595 0.69% of portfolio | low |
| Q2 2026 as of | Exit | 808524870 Common stock | $-436.2K | -16K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-439.2K | -2K -37.55% | 2,525 0.35% of portfolio | low |
| Q2 2026 as of | Add | 464287671 Common stock | $560.5K | +3K +27.99% | 13,625 1.24% of portfolio | low |
| Q2 2026 as of | Add | 92203J407 Common stock | $634.9K | +13K +6.83% | 205,020 4.79% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-673.9K | -9K -7.97% | 100,941 3.76% of portfolio | low |
| Q2 2026 as of | Exit | 06738C778 Common stock | $-694.1K | -18K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 78463X509 Common stock | $-744.2K | -14K -35.94% | 25,612 0.64% of portfolio | low |
| Q2 2026 as of | Trim | 922908744 Common stock | $-835.8K | -4K -3.81% | 96,813 10.18% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $975.6K | +9K +8.72% | 111,533 5.87% of portfolio | low |
| Q2 2026 as of | Trim | 464287804 Common stock | $-996.3K | -7K -7.45% | 83,428 5.97% of portfolio | low |
| Q2 2026 as of | Trim | 78464A508 Common stock | $-1.02M | -17K -23.63% | 54,436 1.60% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.09M | +48K +7.50% | 687,708 7.56% of portfolio | low |