1 North Wealth Services LLC Sells in Q4 2024

1 North Wealth Services LLC

  • $236 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-451
Closed
$273.87 - $320.91 $124K - $145K
0 $0
KO
Coca Cola CO

Consumer Defensive
-1.46K
Closed
$61.74 - $71.71 $89.8K - $104K
0 $0
PEP
Pepsico Inc

Consumer Defensive
-554
Closed
$151.29 - $176.1 $83.8K - $97.6K
0 $0
Match Group Inc
-900
Closed
N/A
0 $0
General Electric CO
-5.77K
Closed
N/A
0 $0
BMY
Bristol Myers Squibb CO

Healthcare
-850
Closed
$51.92 - $59.94 $44.1K - $50.9K
0 $0
SHOP
Shopify Inc.

Technology
-135
Closed
$78.14 - $119.49 $10.5K - $16.1K
0 $0
LIN
Linde PLC

Basic Materials
-255
Closed
$417.66 - $486.45 $107K - $124K
0 $0
PSX
Phillips 66

Energy
-474
Closed
$110.35 - $138.93 $52.3K - $65.9K
0 $0
NEE
Nextera Energy Inc

Utilities
-219
Closed
$69.77 - $85.43 $15.3K - $18.7K
0 $0
PFE
Pfizer Inc

Healthcare
-1.31K
Closed
$24.8 - $30.19 $32.4K - $39.4K
0 $0
VUG
Vanguard Growth ETF

ETFs
-262
Closed
$378.79 - $428.11 $99.2K - $112K
0 $0
ALL
Allstate Corp

Financial Services
-425
Closed
$181.25 - $208.2 $77K - $88.5K
0 $0
ABT
Abbott Laboratories

Healthcare
-551
Closed
$111.93 - $119.39 $61.7K - $65.8K
0 $0
TGT
Target Corp

Consumer Defensive
-365
Closed
$121.59 - $160.69 $44.4K - $58.7K
0 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-500
Closed
$126.68 - $134.74 $63.3K - $67.4K
0 $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-119
Closed
$563.99 - $620.12 $67.1K - $73.8K
0 $0
IWM
Ishares Russell 2000 ETF

ETFs
-271
Closed
$216.13 - $242.4 $58.6K - $65.7K
0 $0
WPC
W. P. Carey Inc.

Real Estate
-560
Closed
$53.44 - $61.33 $29.9K - $34.3K
0 $0
FEX
First Tr Large Cap Core Alphde

ETFs
-665
Closed
$103.29 - $112.88 $68.7K - $75.1K
0 $0
United Technologies Corp
-275
Closed
N/A
0 $0
ATVI
Activision Blizzard, Inc.

Communication Services
-692
Closed
N/A
0 $0
A
Agilent Technologies, Inc.

Healthcare
-467
Closed
$125.69 - $146.56 $58.7K - $68.4K
0 $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-220
Closed
$370.24 - $418.94 $81.5K - $92.2K
0 $0
NFLX
Netflix Inc

Communication Services
-119
Closed
$687.65 - $936.56 $81.8K - $111K
0 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
-593
Closed
$75.95 - $88.05 $45K - $52.2K
0 $0
IXN
Ishares Global Information Tec

ETFs
-176
Closed
$80.67 - $87.84 $14.2K - $15.5K
0 $0
C
Citigroup Inc

Financial Services
-414
Closed
$61.31 - $72.5 $25.4K - $30K
0 $0
DOW
Dow Inc.

Basic Materials
-593
Closed
$39.1 - $55.34 $23.2K - $32.8K
0 $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-180
Closed
$311.11 - $335.64 $56K - $60.4K
0 $0
WMT
Walmart Inc.

Consumer Defensive
-273
Closed
$79.1 - $95.7 $21.6K - $26.1K
0 $0
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-370
Closed
$74.5 - $78.37 $27.6K - $29K
0 $0
ENB
Enbridge Inc

Energy
-790
Closed
$40.4 - $43.92 $31.9K - $34.7K
0 $0
LSI
Life Storage, Inc.

Real Estate
-287
Closed
N/A
0 $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-131
Closed
$285.5 - $335.62 $37.4K - $44K
0 $0
KMB
Kimberly Clark Corp

Consumer Defensive
-215
Closed
$130.37 - $146.09 $28K - $31.4K
0 $0
SBUX
Starbucks Corp

Consumer Cyclical
-340
Closed
$87.44 - $102.5 $29.7K - $34.9K
0 $0
DISCK
Warner Bros. Discovery, Inc.

Communication Services
-1K
Closed
N/A
0 $0
GNTX
Gentex Corp

Consumer Cyclical
-1K
Closed
$28.6 - $31.34 $28.6K - $31.3K
0 $0
QRVO
Qorvo, Inc.

Technology
-250
Closed
$65.6 - $104.58 $16.4K - $26.1K
0 $0
BA
Boeing CO

Industrials
-85
Closed
$138.14 - $180.72 $11.7K - $15.4K
0 $0
VDE
Vanguard Energy ETF

ETFs
-334
Closed
$116.67 - $136.78 $39K - $45.7K
0 $0
CI
Cigna Corp

Healthcare
-133
Closed
$265.59 - $358.58 $35.3K - $47.7K
0 $0
ABBV
Abb Vie Inc.

Healthcare
-302
Closed
$164.99 - $203.87 $49.8K - $61.6K
0 $0
ED
Consolidated Edison Inc

Utilities
-300
Closed
$88.87 - $107.38 $26.7K - $32.2K
0 $0
WFC
Wells Fargo & Company

Financial Services
-505
Closed
$54.98 - $77.35 $27.8K - $39.1K
0 $0
SJM
J M Smucker CO

Consumer Defensive
-253
Closed
$106.92 - $121.75 $27.1K - $30.8K
0 $0
TTD
Trade Desk, Inc.

Technology
-100
Closed
$108.7 - $139.51 $10.9K - $14K
0 $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-190
Closed
$183.23 - $199.79 $34.8K - $38K
0 $0
Activity Summary
Buys All Purchases 46 New Holdings 23 Increased Positions 23 Sells All Sells 362 Reductions 13 Sold out 349 Options Calls 0 Puts 0
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