Accredited Investors Inc. Sells in Q4 2024

Accredited Investors Inc.

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-154
- 2.92%
N/A
5.13K $934K
CVX
Chevron Corp

Energy
-96
- 1.78%
$141.15 - $162.53 $13.6K - $15.6K
5.28K $765K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-42
- 2.61%
$563.99 - $620.12 $23.7K - $26K
1.57K $891K
VUG
Vanguard Growth ETF

ETFs
-143
- 8.7%
$378.79 - $428.11 $54.2K - $61.2K
1.5K $616K
WFC
Wells Fargo & Company

Financial Services
-4.48K
- 20.44%
$54.98 - $77.35 $247K - $347K
17.5K $1.23M
XLF
Financial Sector Spdr

ETFs
-666
- 9.45%
$44.89 - $51.34 $29.9K - $34.2K
6.38K $308K
CB
Chubb LTD

Financial Services
-1
- 0.12%
$271.57 - $301.89 $272 - $302
821 $226K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-779
- 11.62%
$57.27 - $71.33 $44.6K - $55.6K
5.92K $387K
MO
Altria Group, Inc.

Consumer Defensive
-298
- 3.32%
$49.06 - $57.74 $14.6K - $17.2K
8.67K $453K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-280
- 5.44%
$38.88 - $44.07 $10.9K - $12.3K
4.87K $200K
Ge Healthcare Technologies I
-81
- 2.3%
N/A
3.45K $0
Solventum Corp
-108
- 1.24%
N/A
8.62K $0
1/100 Berkshire Hathaway Inc
-1K
- 11.11%
N/A
8K $0
DFUS
Dimensional ETF Tr U S Equity

ETFs
-33
- 0.93%
$61.52 - $66.5 $2.03K - $2.19K
3.52K $224K
T
At&T Inc.

Communication Services
-24
- 0.21%
$21.22 - $23.88 $509 - $573
11.2K $255K
VOT
Vanguard Mid Cap Growth Index

ETFs
-6
- 0.61%
$241.48 - $274.89 $1.45K - $1.65K
982 $249K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-165
- 3.36%
$70.54 - $79.61 $11.6K - $13.1K
4.75K $361K
ROK
Rockwell Automation, Inc

Industrials
-10
- 1.17%
$264.65 - $302.92 $2.65K - $3.03K
843 $240K
ONON
On Holding Ag

Consumer Cyclical
-50
- 0.98%
$46.3 - $59.54 $2.32K - $2.98K
5.05K $276K
IVW
Ishares S&P 500 Growth ETF

ETFs
-48
- 1.01%
$94.43 - $105.47 $4.53K - $5.06K
4.69K $475K
MS
Morgan Stanley

Financial Services
-214
- 8.27%
$104.42 - $134.99 $22.3K - $28.9K
2.38K $298K
EMR
Emerson Electric CO

Industrials
-116
- 3.6%
$108.13 - $134.33 $12.5K - $15.6K
3.11K $384K
HON
Honeywell International Inc

Industrials
-2
- 0.1%
$202.84 - $236.0 $406 - $472
2.01K $453K
DXCM
Dexcom Inc

Healthcare
-130
- 2.88%
$65.68 - $81.01 $8.54K - $10.5K
4.38K $340K
BA
Boeing CO

Industrials
-2
- 0.13%
$138.14 - $180.72 $276 - $361
1.59K $281K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-95
- 0.54%
$124.26 - $134.12 $11.8K - $12.7K
17.4K $2.23M
AON
Aon PLC

Financial Services
-21
- 0.5%
$344.14 - $393.31 $7.23K - $8.26K
4.18K $1.5M
TRV
Travelers Companies, Inc.

Financial Services
-17
- 0.21%
$225.97 - $266.66 $3.84K - $4.53K
8.21K $1.98M
DAL
Delta Air Lines, Inc.

Industrials
-37
- 0.64%
$47.46 - $65.77 $1.76K - $2.43K
5.75K $348K
AXP
American Express CO

Financial Services
-199
- 4.4%
$267.35 - $305.57 $53.2K - $60.8K
4.33K $1.28M
BMY
Bristol Myers Squibb CO

Healthcare
-14
- 0.09%
$51.92 - $59.94 $727 - $839
14.8K $834K
BAC
Bank Of America Corp

Financial Services
-538
- 2.21%
$39.22 - $47.77 $21.1K - $25.7K
23.8K $1.05M
WMT
Walmart Inc.

Consumer Defensive
-627
- 4.04%
$79.1 - $95.7 $49.6K - $60K
14.9K $1.35M
NFLX
Netflix Inc

Communication Services
-87
- 9.2%
$687.65 - $936.56 $59.8K - $81.5K
859 $765K
V
Visa Inc.

Financial Services
-380
- 5.94%
$273.87 - $320.91 $104K - $122K
6.02K $1.9M
SHOP
Shopify Inc.

Technology
-39
- 0.6%
$78.14 - $119.49 $3.05K - $4.66K
6.42K $682K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-523
- 2.38%
$316.94 - $357.88 $166K - $187K
21.5K $7.37M
ONB
Old National Bancorp

Financial Services
-15.4K
- 5.25%
$17.94 - $23.23 $276K - $358K
278K $6.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-811
- 10.62%
$213.65 - $479.86 $173K - $389K
6.83K $2.76M
NVDA
Nvidia Corp

Technology
-20
- 0.03%
$117.0 - $148.88 $2.34K - $2.98K
71.8K $9.64M
IVV
Ishares Core S&P 500 ETF

ETFs
-395
- 0.3%
$570.51 - $610.59 $225K - $241K
129K $76M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.17K
- 1.83%
$116.4 - $138.52 $486K - $578K
223K $28.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-658
- 0.68%
$370.24 - $418.94 $244K - $276K
95.9K $38.5M
AAPL
Apple Inc.

Technology
-2.19K
- 0.9%
$221.69 - $259.02 $485K - $566K
240K $60.2M
RBLX
Roblox Corp

Communication Services
-189K
- 15.9%
$39.86 - $61.45 $7.51M - $11.6M
997K $57.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.9K
- 1.66%
$180.88 - $232.93 $886K - $1.14M
290K $63.6M
Activity Summary
Buys All Purchases 93 New Holdings 11 Increased Positions 82 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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