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
STZ
Constellation Brands, Inc.

Consumer Defensive
-65
Closed
$219.66 - $257.62 $14.3K - $16.7K
0 $0
SYY
Sysco Corp

Consumer Defensive
-135
Closed
$73.63 - $81.77 $9.94K - $11K
0 $0
OFC
Corporate Office Properties Trust

Real Estate
-420
Closed
N/A
0 $0
BP
Bp PLC

Energy
-310
Closed
$28.16 - $33.14 $8.73K - $10.3K
0 $0
Spx Corp
-215
Closed
N/A
0 $0
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-186
Closed
$86.65 - $94.9 $16.1K - $17.7K
0 $0
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-76
Closed
$156.32 - $178.25 $11.9K - $13.5K
0 $0
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-62
Closed
$121.89 - $135.52 $7.56K - $8.4K
0 $0
VFC
V F Corp

Consumer Cyclical
-112
Closed
$16.7 - $22.59 $1.87K - $2.53K
0 $0
ITA
Ishares Tr

ETFs
-50
Closed
$144.31 - $157.31 $7.22K - $7.87K
0 $0
BOND
Pimco Active Bond Exchange Tra

ETFs
-95
Closed
$90.42 - $94.5 $8.59K - $8.98K
0 $0
VTHR
Vanguard Russell 3000 ETF

ETFs
-65
Closed
$251.33 - $271.45 $16.3K - $17.6K
0 $0
ADP
Automatic Data Processing Inc

Industrials
-60
Closed
$280.08 - $307.97 $16.8K - $18.5K
0 $0
IWN
Ishares Russell2000 Val ETF

ETFs
-78
Closed
$162.69 - $181.35 $12.7K - $14.1K
0 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-68
Closed
$101.77 - $113.02 $6.92K - $7.69K
0 $0
IOSP
Innospec Inc.

Basic Materials
-100
Closed
$107.78 - $124.9 $10.8K - $12.5K
0 $0
PPG
Ppg Industries Inc

Basic Materials
-74
Closed
$119.09 - $131.37 $8.81K - $9.72K
0 $0
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-654
Closed
$20.04 - $22.53 $13.1K - $14.7K
0 $0
ZTS
Zoetis Inc.

Healthcare
-72
Closed
$162.24 - $194.42 $11.7K - $14K
0 $0
VOD
Vodafone Group Public LTD CO

Communication Services
-526
Closed
$8.37 - $9.95 $4.4K - $5.23K
0 $0
HCCI
Heritage Crystal Clean, Inc.

Industrials
-290
Closed
N/A
0 $0
DE
Deere & CO

Industrials
-50
Closed
$389.45 - $466.0 $19.5K - $23.3K
0 $0
RFG
Invesco Exchange Traded Fd Tr

ETFs
-62
Closed
$47.9 - $53.39 $2.97K - $3.31K
0 $0
ORAN
Orange

Communication Services
-650
Closed
$10.29 - $11.43 $6.69K - $7.43K
0 $0
PIO
Invesco Exchange Traded Fd Tr

ETFs
-304
Closed
$39.06 - $42.96 $11.9K - $13.1K
0 $0
BLK
Black Rock Inc.

Financial Services
-18
Closed
$934.02 - $1065.26 $16.8K - $19.2K
0 $0
MPLX
Mplx LP

Energy
-335
Closed
$43.77 - $51.66 $14.7K - $17.3K
0 $0
VTV
Vanguard Value ETF

ETFs
-77
Closed
$168.32 - $181.87 $13K - $14K
0 $0
VXF
Vanguard Extended Market ETF

ETFs
-60
Closed
$179.17 - $207.15 $10.8K - $12.4K
0 $0
IYW
Ishares Dj Us Tech ETF

ETFs
-35
Closed
$148.14 - $166.23 $5.18K - $5.82K
0 $0
DDOG
Datadog, Inc.

Technology
-200
Closed
$113.98 - $168.65 $22.8K - $33.7K
0 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-117
Closed
$88.59 - $94.57 $10.4K - $11.1K
0 $0
SWK
Stanley Black & Decker, Inc.

Industrials
-40
Closed
$79.07 - $109.36 $3.16K - $4.37K
0 $0
UAA
Under Armour, Inc.

Consumer Cyclical
-320
Closed
$8.21 - $11.13 $2.63K - $3.56K
0 $0
DLB
Dolby Laboratories, Inc.

Industrials
-106
Closed
$70.91 - $81.98 $7.52K - $8.69K
0 $0
AMAT
Applied Materials Inc

Technology
-109
Closed
$161.44 - $213.89 $17.6K - $23.3K
0 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
-80
Closed
$57.14 - $64.54 $4.57K - $5.16K
0 $0
HES
Hess Corp

Energy
-100
Closed
$127.66 - $148.65 $12.8K - $14.9K
0 $0
IBM
International Business Machines Corp

Technology
-49
Closed
$204.9 - $238.04 $10K - $11.7K
0 $0
NEWR
New Relic, Inc.

Technology
-105
Closed
N/A
0 $0
BK
Bank Of New York Mellon Corp

Financial Services
-132
Closed
$70.82 - $81.87 $9.35K - $10.8K
0 $0
RWR
Spdr Dow Jones Reit ETF

ETFs
-66
Closed
$97.84 - $108.61 $6.46K - $7.17K
0 $0
FDX
Fedex Corp

Industrials
-45
Closed
$260.5 - $305.15 $11.7K - $13.7K
0 $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-32
Closed
$278.19 - $315.36 $8.9K - $10.1K
0 $0
DELL
Dell Technologies Inc.

Technology
-140
Closed
$111.96 - $144.21 $15.7K - $20.2K
0 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-47
Closed
$241.48 - $274.89 $11.3K - $12.9K
0 $0
COP
Conocophillips

Energy
-100
Closed
$95.12 - $114.72 $9.51K - $11.5K
0 $0
New Oriental Ed & Tech Grp I
-47
Closed
N/A
0 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-54
Closed
$160.89 - $176.18 $8.69K - $9.51K
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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