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 | Trim | 464287457 Common stock | $-11.5K | -140 -0.32% | 43,026 1.70% 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 | 78462F103 Common stock | $-9.0K | -12 -1.75% | 675 0.24% 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 | Warren E. Buffett Common stock | $-6.5K | -13 -2.68% | 472 0.11% 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 | Add | 464287648 Common stock | $394 | +1 +0.14% | 714 0.14% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $60 | +1 +<0.01% | 42,004 1.21% of portfolio | low |