Jamison Private Wealth Management, Inc. Sells in Q4 2024

Jamison Private Wealth Management, Inc.

  • $677 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-11.4K
- 7.98%
$61.74 - $71.71 $705K - $819K
132K $8.2B
ATO
Atmos Energy Corp

Utilities
-8.45K
- 39.81%
$136.41 - $151.43 $1.15M - $1.28M
12.8K $1.78B
PFE
Pfizer Inc

Healthcare
-15.2K
- 10.7%
$24.8 - $30.19 $377K - $458K
127K $3.36B
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-208
- 0.26%
$27.34 - $35.73 $5.69K - $7.43K
78.6K $2.16B
KHC
Kraft Heinz CO

Consumer Defensive
-10.4K
- 41.7%
$30.1 - $36.02 $313K - $374K
14.5K $446M
SNY
Sanofi

Healthcare
-1.49K
- 5.06%
$45.89 - $57.31 $68.3K - $85.3K
27.9K $1.35B
CEG
Constellation Energy Corp

Utilities
-48
- 0.61%
$224.28 - $285.52 $10.8K - $13.7K
7.82K $1.75B
GPN
Global Payments Inc

Industrials
-3.18K
- 37.2%
$97.57 - $119.38 $310K - $380K
5.37K $602M
AEP
American Electric Power CO Inc

Utilities
-52
- 0.27%
$90.91 - $102.21 $4.73K - $5.31K
19.4K $1.79B
SNV
Synovus Financial Corp

Financial Services
-5.76K
- 36.02%
$42.5 - $58.73 $245K - $338K
10.2K $524M
MMM
3 M CO

Industrials
-1.13K
- 34.83%
$124.74 - $137.12 $140K - $154K
2.11K $272M
Gsk PLC
-811
- 4.54%
N/A
17K $576M
GIS
General Mills Inc

Consumer Defensive
-4
- 0.03%
$62.78 - $74.62 $251 - $298
14.5K $927M
ED
Consolidated Edison Inc

Utilities
-297
- 3.9%
$88.87 - $107.38 $26.4K - $31.9K
7.32K $653M
DD
Du Pont De Nemours, Inc.

Basic Materials
-581
- 9.4%
$75.95 - $88.05 $44.1K - $51.2K
5.6K $427M
MDT
Medtronic PLC

Healthcare
-346
- 4.46%
$79.61 - $92.24 $27.5K - $31.9K
7.41K $592M
DEO
Diageo PLC

Consumer Defensive
-113
- 1.95%
$118.0 - $139.88 $13.3K - $15.8K
5.67K $721M
SBSI
Southside Bancshares Inc

Financial Services
-1.37K
- 12.55%
$31.67 - $37.22 $43.5K - $51.1K
9.57K $304M
ALB
Albemarle Corp

Basic Materials
-188
- 3.95%
$86.08 - $111.3 $16.2K - $20.9K
4.58K $394M
DKNG
Draft Kings Inc.

Consumer Cyclical
-683
- 5.0%
$35.32 - $44.84 $24.1K - $30.6K
13K $483M
IEFA
Ishares Tr

ETFs
-26
- 0.66%
$70.06 - $77.43 $1.82K - $2.01K
3.9K $274M
SYK
Stryker Corp

Healthcare
-69
- 2.52%
$345.14 - $392.15 $23.8K - $27.1K
2.67K $960M
Veralto Corp
-9
- 0.38%
N/A
2.35K $239M
AUBN
Auburn National Bancorporation, Inc

Financial Services
-1.16K
- 8.38%
$20.06 - $24.57 $23.3K - $28.5K
12.7K $298M
EA
Electronic Arts Inc.

Communication Services
-127
- 8.21%
$140.69 - $167.97 $17.9K - $21.3K
1.42K $208M
CLX
Clorox CO

Consumer Defensive
-8
- 0.35%
$156.51 - $169.74 $1.25K - $1.36K
2.3K $373M
ZS
Zscaler, Inc.

Technology
-182
- 5.16%
$166.99 - $211.99 $30.4K - $38.6K
3.34K $603M
KEY
Keycorp

Financial Services
-592
- 1.49%
$16.21 - $19.97 $9.6K - $11.8K
39.2K $671M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 1.2%
$567.81 - $607.81 $7.95K - $8.51K
1.15K $675M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-10
- 0.9%
$178.39 - $215.0 $1.78K - $2.15K
1.1K $212M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.84%
$370.24 - $418.94 $2.22K - $2.51K
708 $284M
SHOP
Shopify Inc.

Technology
-130
- 6.16%
$78.14 - $119.49 $10.2K - $15.5K
1.98K $211M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-207
- 1.38%
$77.25 - $91.3 $16K - $18.9K
14.7K $1.26B
AXP
American Express CO

Financial Services
-19
- 0.46%
$267.35 - $305.57 $5.08K - $5.81K
4.15K $1.23B
Ge Vernova Inc
-147
- 6.49%
N/A
2.12K $697M
SQ
Block, Inc.

Technology
-457
- 5.16%
$65.06 - $98.92 $29.7K - $45.2K
8.41K $715M
BMY
Bristol Myers Squibb CO

Healthcare
-1.27K
- 2.83%
$51.92 - $59.94 $65.7K - $75.9K
43.5K $2.46B
GOOGL
Alphabet Inc.

Communication Services
-17
- 0.25%
$161.86 - $196.66 $2.75K - $3.34K
6.86K $1.3B
PAYX
Paychex Inc

Industrials
-123
- 0.26%
$135.86 - $148.73 $16.7K - $18.3K
46.9K $6.57B
CSCO
Cisco Systems, Inc.

Technology
-169
- 0.27%
$52.45 - $60.02 $8.86K - $10.1K
63.1K $3.74B
VMC
Vulcan Materials CO

Basic Materials
-392
- 0.48%
$237.95 - $292.31 $93.3K - $115K
81.3K $20.9B
DIS
Walt Disney CO

Communication Services
-502
- 1.39%
$92.39 - $117.6 $46.4K - $59K
35.6K $3.96B
KKR
Kkr & Co. Inc.

Financial Services
-40
- 0.12%
$129.87 - $162.87 $5.19K - $6.51K
34.5K $5.11B
V
Visa Inc.

Financial Services
-106
- 0.29%
$273.87 - $320.91 $29K - $34K
36.7K $11.6B
Activity Summary
Buys All Purchases 140 New Holdings 6 Increased Positions 134 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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