1858 Wealth Management, LLC Sells in Q1 2025

1858 Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.02K
- 6.3%
$209.68 - $247.1 $424K - $500K
30.1K $6.68B
DELL
Dell Technologies Inc.

Technology
-10.6K
- 78.09%
$90.34 - $124.66 $958K - $1.32M
2.97K $271M
META
Meta Platforms, Inc.

Communication Services
-462
- 6.33%
$576.36 - $736.67 $266K - $340K
6.83K $3.94B
AXP
American Express CO

Financial Services
-823
- 32.97%
$255.39 - $325.87 $210K - $268K
1.67K $450M
AME
Ametek Inc

Industrials
-382
- 1.69%
$170.39 - $190.43 $65.1K - $72.7K
22.2K $3.83B
HD
Home Depot, Inc.

Consumer Cyclical
-520
- 24.94%
$347.25 - $424.87 $181K - $221K
1.57K $574M
PANW
Palo Alto Networks Inc

Technology
-112
- 0.69%
$167.82 - $208.28 $18.8K - $23.3K
16.2K $2.77B
NEE
Nextera Energy Inc

Utilities
-2.65K
- 32.7%
$66.96 - $76.16 $178K - $202K
5.46K $387M
GWW
W.W. Grainger, Inc.

Industrials
-140
- 29.79%
$953.54 - $1132.42 $133K - $159K
330 $326M
MRK
Merck & Co., Inc.

Healthcare
-677
- 7.38%
$83.01 - $101.02 $56.2K - $68.4K
8.49K $762M
GOOGL
Alphabet Inc.

Communication Services
-192
- 6.38%
$154.33 - $206.19 $29.6K - $39.6K
2.82K $435M
TPR
Tapestry, Inc.

Consumer Cyclical
-2.31K
- 38.22%
$65.63 - $89.21 $152K - $206K
3.74K $263M
ISRG
Intuitive Surgical Inc

Healthcare
-16
- 0.45%
$476.63 - $610.45 $7.63K - $9.77K
3.52K $1.74B
AMD
Advanced Micro Devices Inc

Technology
-323
- 8.47%
$96.63 - $129.55 $31.2K - $41.8K
3.49K $359M
ORCL
Oracle Corp

Technology
-293
- 13.05%
$139.81 - $186.47 $41K - $54.6K
1.95K $273M
WDAY
Workday, Inc.

Technology
-292
- 23.47%
$233.53 - $277.82 $68.2K - $81.1K
952 $222M
CRM
Salesforce, Inc.

Technology
-96
- 10.02%
$268.36 - $359.95 $25.8K - $34.6K
862 $231M
DASH
Door Dash, Inc.

Communication Services
-629
- 28.92%
$168.37 - $213.38 $106K - $134K
1.55K $283M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-200
- 1.05%
$53.6 - $58.97 $10.7K - $11.8K
18.8K $1.03B
JCI
Johnson Controls International PLC

Industrials
-562
- 16.49%
$76.12 - $90.6 $42.8K - $50.9K
2.85K $228M
FITB
Fifth Third Bancorp

Financial Services
-8
- 0.07%
$37.48 - $44.96 $300 - $360
11.2K $440M
ABBV
Abb Vie Inc.

Healthcare
-814
- 18.0%
$169.2 - $216.66 $138K - $176K
3.71K $777M
FISV
Fiserv Inc

Technology
-197
- 13.43%
N/A
1.27K $280M
HWM
Howmet Aerospace Inc.

Industrials
-562
- 21.12%
$110.79 - $139.39 $62.3K - $78.3K
2.1K $272M
Linde PLC
-108
- 15.84%
N/A
574 $267M
TJX
Tjx Companies Inc

Consumer Cyclical
-153
- 6.86%
$112.81 - $126.16 $17.3K - $19.3K
2.08K $253M
TMUS
T Mobile Us, Inc.

Communication Services
-504
- 18.63%
$211.3 - $272.83 $106K - $138K
2.2K $587M
UNH
Unitedhealth Group Inc

Healthcare
-37
- 6.06%
$461.52 - $548.18 $17.1K - $20.3K
574 $301M
BR
Broadridge Financial Solutions, Inc.

Technology
-154
- 8.58%
$221.46 - $244.83 $34.1K - $37.7K
1.64K $398M
ADP
Automatic Data Processing Inc

Industrials
-261
- 4.2%
$286.85 - $318.64 $74.9K - $83.2K
5.95K $1.82B
VRSK
Verisk Analytics, Inc.

Industrials
-71
- 7.05%
$268.63 - $301.33 $19.1K - $21.4K
936 $279M
XOM
Exxon Mobil Corp

Energy
-304
- 8.96%
$105.44 - $118.93 $32.1K - $36.2K
3.09K $367M
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.11%
$158.56 - $176.26 $476 - $529
2.66K $453M
KMB
Kimberly Clark Corp

Consumer Defensive
-62
- 3.51%
$124.46 - $147.4 $7.72K - $9.14K
1.71K $242M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.11%
$279.74 - $321.29 $280 - $321
937 $293M
KO
Coca Cola CO

Consumer Defensive
-5
- 0.07%
$60.81 - $72.32 $304 - $362
7.18K $514M
V
Visa Inc.

Financial Services
-97
- 2.81%
$306.92 - $362.71 $29.8K - $35.2K
3.35K $1.17B
ABT
Abbott Laboratories

Healthcare
-2
- 0.03%
$111.1 - $140.22 $222 - $280
6.43K $853M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-152
- 2.4%
$442.66 - $534.52 $67.3K - $81.2K
6.19K $3.3B
Activity Summary
Buys All Purchases 62 New Holdings 14 Increased Positions 48 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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