Legacy Trust Purchases in Q3 2024

Legacy Trust

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
554
+ 13.07%
$160.76 - $177.82 $89.1K - $98.5K
4.79K $830M
ACN
Accenture PLC

Technology
52
+ 2.68%
$295.44 - $355.81 $15.4K - $18.5K
1.99K $705M
PEP
Pepsico Inc

Consumer Defensive
358
+ 3.51%
$161.9 - $179.3 $58K - $64.2K
10.6K $1.79B
ICE
Intercontinental Exchange, Inc.

Financial Services
30
+ 0.68%
$136.93 - $162.81 $4.11K - $4.88K
4.45K $715M
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 4.67%
$245.82 - $304.51 $18.9K - $23.4K
1.73K $525M
UNP
Union Pacific Corp

Industrials
134
+ 3.84%
$221.78 - $256.09 $29.7K - $34.3K
3.62K $893M
LLY
Eli Lilly & CO

Healthcare
138
+ 11.32%
$772.14 - $960.02 $107K - $132K
1.36K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
59
+ 7.06%
$488.01 - $604.18 $28.8K - $35.6K
895 $523M
ADP
Automatic Data Processing Inc

Industrials
124
+ 11.74%
$233.44 - $279.45 $28.9K - $34.7K
1.18K $327M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
46
+ 1.78%
$256.4 - $289.78 $11.8K - $13.3K
2.63K $746M
XOM
Exxon Mobil Corp

Energy
404
+ 5.19%
$109.72 - $119.0 $44.3K - $48.1K
8.19K $960M
KO
Coca Cola CO

Consumer Defensive
360
+ 8.9%
$62.69 - $73.01 $22.6K - $26.3K
4.4K $316M
AMGN
Amgen Inc

Healthcare
63
+ 2.24%
$309.38 - $337.38 $19.5K - $21.3K
2.88K $927M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.01%
$95.54 - $108.77 $95.5 - $109
6.92K $719M
CSCO
Cisco Systems, Inc.

Technology
230
+ 4.05%
$44.74 - $53.22 $10.3K - $12.2K
5.92K $315M
TTWO
Take Two Interactive Software Inc

Communication Services
554
+ 2.4%
$135.67 - $161.71 $75.2K - $89.6K
23.7K $3.64B
Linde PLC
25
+ 3.13%
N/A
824 $393M
ITW
Illinois Tool Works Inc

Industrials
18
+ 1.38%
$233.14 - $263.97 $4.2K - $4.75K
1.32K $346M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
50
+ 1.17%
$83.76 - $91.82 $4.19K - $4.59K
4.32K $394M
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 0.41%
$455.08 - $517.19 $2.28K - $2.59K
1.22K $618M
PFE
Pfizer Inc

Healthcare
329
+ 2.55%
$27.7 - $31.39 $9.11K - $10.3K
13.2K $383M
HBAN
Huntington Bancshares Inc

Financial Services
95
+ 0.93%
$12.84 - $15.15 $1.22K - $1.44K
10.3K $151M
AMZN
Amazon Com Inc

Consumer Cyclical
840
+ 2.28%
$161.02 - $200.0 $135K - $168K
37.7K $7.03B
ELV
Elevance Health, Inc.

Healthcare
17
+ 0.33%
$500.12 - $562.29 $8.5K - $9.56K
5.23K $2.72B
VLO
Valero Energy Corp

Energy
189
+ 2.59%
$132.81 - $163.48 $25.1K - $30.9K
7.47K $1.01B
GNTX
Gentex Corp

Consumer Cyclical
699
+ 0.68%
$28.39 - $35.19 $19.8K - $24.6K
103K $3.06B
GOOGL
Alphabet Inc.

Communication Services
854
+ 1.57%
$148.65 - $191.18 $127K - $163K
55.1K $9.14B
QCOM
Qualcomm Inc

Technology
33
+ 0.08%
$156.12 - $209.64 $5.15K - $6.92K
41.3K $7.02B
Activity Summary
Buys All Purchases 79 New Holdings 18 Increased Positions 61 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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