W.H. Cornerstone Investments Inc. Sells in Q4 2024

W.H. Cornerstone Investments Inc.

  • $147 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15.4K
- 73.19%
$71.75 - $75.11 $1.1M - $1.16M
5.64K $405K
Linde PLC
-391
- 20.76%
N/A
1.49K $0
SPGI
S&P Global Inc.

Financial Services
-910
- 31.41%
$480.36 - $529.17 $437K - $482K
1.99K $989K
VEA
Vanguard Ftse Developed Market

ETFs
-338
- 0.37%
$47.57 - $52.44 $16.1K - $17.7K
90.4K $4.32M
CB
Chubb LTD

Financial Services
-1.37K
- 36.12%
$271.57 - $301.89 $372K - $413K
2.42K $668K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.21K
- 26.47%
$244.52 - $284.07 $296K - $344K
3.37K $830K
MSFT
Microsoft Corp

Technology
-613
- 4.05%
$406.35 - $454.46 $249K - $279K
14.5K $6.11M
DHR
Danaher Corp

Healthcare
-830
- 26.29%
$226.16 - $274.52 $188K - $228K
2.33K $534K
LLY
Eli Lilly & CO

Healthcare
-277
- 26.16%
$727.2 - $932.06 $201K - $258K
782 $603K
COST
Costco Wholesale Corp

Consumer Defensive
-550
- 9.01%
$873.59 - $994.69 $480K - $547K
5.55K $5.09M
JNJ
Johnson & Johnson

Healthcare
-464
- 5.54%
$143.34 - $165.86 $66.5K - $77K
7.91K $1.14M
CMCSA
Comcast Corp

Communication Services
-2.31K
- 8.49%
$37.39 - $45.14 $86.4K - $104K
24.9K $935K
PEP
Pepsico Inc

Consumer Defensive
-888
- 25.82%
$151.29 - $176.1 $134K - $156K
2.55K $387K
VTI
Vanguard Total Stock Market Et

ETFs
-1.91K
- 3.27%
$280.04 - $302.45 $535K - $578K
56.5K $16.4M
INTU
Intuit Inc

Technology
-273
- 20.39%
$602.01 - $706.25 $164K - $193K
1.07K $669K
KO
Coca Cola CO

Consumer Defensive
-1.05K
- 14.15%
$61.74 - $71.71 $65.1K - $75.6K
6.39K $398K
BALL
Ball Corp

Consumer Cyclical
-1.03K
- 18.39%
$54.84 - $67.94 $56.5K - $70K
4.57K $250K
PG
Procter & Gamble CO

Consumer Defensive
-411
- 3.88%
$161.05 - $179.7 $66.2K - $73.9K
10.2K $1.71M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.1K
- 6.47%
$30.18 - $33.87 $124K - $139K
59.3K $1.83M
UNH
Unitedhealth Group Inc

Healthcare
-42
- 3.4%
$485.52 - $625.25 $20.4K - $26.3K
1.2K $604K
PHM
Pultegroup Inc

Consumer Cyclical
-11
- 0.37%
$108.86 - $149.04 $1.2K - $1.64K
2.93K $319K
APD
Air Products & Chemicals, Inc.

Basic Materials
-231
- 5.47%
$285.5 - $335.62 $66K - $77.5K
3.99K $1.16M
WMT
Walmart Inc.

Consumer Defensive
-2.73K
- 14.77%
$79.1 - $95.7 $216K - $262K
15.8K $1.43M
WTRG
Essential Utilities, Inc.

Utilities
-1.41K
- 17.09%
$36.18 - $40.55 $51K - $57.1K
6.84K $248K
FISV
Fiserv Inc

Technology
-12
- 1.06%
N/A
1.12K $140K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-53
- 7.96%
$442.29 - $483.08 $23.4K - $25.6K
613 $277K
XLE
Energy Sector Spdr

ETFs
-46
- 0.55%
$83.32 - $97.27 $3.83K - $4.47K
8.27K $708K
JPM
Jpmorgan Chase & CO

Financial Services
-330
- 13.73%
$205.18 - $250.29 $67.7K - $82.6K
2.07K $497K
ETN
Eaton Corp PLC

Industrials
-22
- 2.06%
$326.96 - $377.52 $7.19K - $8.31K
1.05K $346K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-698
- 2.44%
$66.77 - $71.52 $46.6K - $49.9K
28K $1.93M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-36
- 1.05%
$417.69 - $450.94 $15K - $16.2K
3.39K $1.44M
NOW
Service Now, Inc.

Technology
-75
- 12.76%
$867.18 - $1148.42 $65K - $86.1K
513 $543K
CSCO
Cisco Systems, Inc.

Technology
-116
- 1.41%
$52.45 - $60.02 $6.08K - $6.96K
8.09K $478K
V
Visa Inc.

Financial Services
-390
- 9.18%
$273.87 - $320.91 $107K - $125K
3.86K $1.22M
MRVL
Marvell Technology, Inc.

Technology
-57
- 1.62%
$70.31 - $124.78 $4.01K - $7.11K
3.45K $381K
AAPL
Apple Inc.

Technology
-589
- 2.0%
$221.69 - $259.02 $131K - $153K
28.8K $7.22M
AMZN
Amazon Com Inc

Consumer Cyclical
-951
- 3.19%
$180.88 - $232.93 $172K - $222K
28.9K $6.33M
Activity Summary
Buys All Purchases 77 New Holdings 9 Increased Positions 68 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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