Ws Portfolio Advisory, LLC Reduced Holdings in Q1 2024

Ws Portfolio Advisory, LLC

  • $671 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-72.2K
- 43.58%
$64.61 - $72.07 $4.66M - $5.2M
93.4K $6.54B
V
Visa Inc.

Financial Services
-19.8K
- 28.35%
$257.98 - $290.37 $5.1M - $5.74M
50K $13.9B
AZN
Astrazeneca PLC

Healthcare
-54.1K
- 51.61%
$61.03 - $69.57 $3.3M - $3.77M
50.8K $3.44B
AMD
Advanced Micro Devices Inc

Technology
-29.4K
- 50.15%
$135.32 - $211.38 $3.98M - $6.22M
29.2K $5.28B
ASML
Asml Holding Nv

Technology
-5.25K
- 49.02%
$700.29 - $1047.39 $3.68M - $5.5M
5.46K $5.3B
AZO
Autozone Inc

Consumer Cyclical
-1.75K
- 35.04%
$2521.28 - $3239.32 $4.41M - $5.67M
3.24K $10.2B
BP
Bp PLC

Energy
-91.2K
- 25.86%
$33.85 - $38.26 $3.09M - $3.49M
261K $9.85B
UNH
Unitedhealth Group Inc

Healthcare
-3.68K
- 15.3%
$472.6 - $545.42 $1.74M - $2.01M
20.4K $10.1B
AEM
Agnico Eagle Mines LTD

Basic Materials
-60.4K
- 19.24%
$44.98 - $59.65 $2.72M - $3.6M
254K $15.1B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-5.08K
- 28.91%
$468.92 - $567.18 $2.38M - $2.88M
12.5K $6.53B
LNG
Cheniere Energy, Inc.

Energy
-4.63K
- 4.22%
$152.89 - $169.41 $708K - $784K
105K $16.9B
RPRX
Royalty Pharma PLC

Healthcare
-82.9K
- 17.3%
$27.46 - $31.33 $2.28M - $2.6M
396K $12B
SPGI
S&P Global Inc.

Financial Services
-2.39K
- 18.04%
$418.48 - $459.72 $1M - $1.1M
10.9K $4.62B
MA
Mastercard Inc

Financial Services
-3.25K
- 10.83%
$418.77 - $488.64 $1.36M - $1.59M
26.7K $12.9B
NVO
Novo Nordisk A S

Healthcare
-7.54K
- 12.62%
$102.11 - $135.92 $770K - $1.02M
52.2K $6.7B
META
Meta Platforms, Inc.

Communication Services
-15K
- 21.44%
$344.47 - $512.19 $5.17M - $7.68M
55K $26.7B
CRH.L
Crh PLC

Basic Materials
-40.1K
- 11.46%
N/A
310K $26.7B
MSFT
Microsoft Corp

Technology
-2.25K
- 2.6%
$367.75 - $429.37 $827K - $966K
84.2K $35.4B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-4.92K
- 4.3%
$99.13 - $149.2 $488K - $735K
110K $14.9B
ATKR
Atkore Inc.

Industrials
-410
- 0.27%
$142.6 - $190.36 $58.5K - $78K
152K $28.9B
NVDA
Nvidia Corp

Technology
-6.75K
- 20.78%
$475.69 - $950.02 $3.21M - $6.41M
25.7K $23.3B
Activity Summary
Buys All Purchases 14 New Holdings 8 Increased Positions 6 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 1
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