Baker Boyer National Bank Sells in Q4 2024

Baker Boyer National Bank

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
-12.7K
- 5.38%
$34.86 - $37.97 $442K - $481K
223K $7.92M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-15.8K
- 3.3%
$40.38 - $44.35 $637K - $699K
462K $18.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.67K
- 0.68%
$44.87 - $46.86 $120K - $125K
389K $17.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.19K
- 7.45%
$57.78 - $60.4 $473K - $495K
102K $5.9M
DFAE
Dimensional ETF Tr

ETFs
-3.68K
- 3.52%
$25.36 - $28.15 $93.2K - $103K
101K $2.56M
DE
Deere & CO

Industrials
-722
- 19.58%
$389.45 - $466.0 $281K - $336K
2.97K $1.26M
HD
Home Depot, Inc.

Consumer Cyclical
-502
- 20.46%
$385.02 - $431.37 $193K - $217K
1.95K $759K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.43K
- 8.76%
$63.58 - $71.15 $218K - $244K
35.8K $2.33M
VTV
Vanguard Value ETF

ETFs
-312
- 1.09%
$168.32 - $181.87 $52.5K - $56.7K
28.2K $4.77M
JNJ
Johnson & Johnson

Healthcare
-367
- 4.31%
$143.34 - $165.86 $52.6K - $60.9K
8.14K $1.18M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
-137
- 0.18%
$26.55 - $28.98 $3.64K - $3.97K
74.1K $1.97M
SO
Southern CO

Utilities
-350
- 4.35%
$81.5 - $94.15 $28.5K - $33K
7.69K $633K
UNP
Union Pacific Corp

Industrials
-171
- 7.93%
$223.15 - $249.32 $38.2K - $42.6K
1.99K $452K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-142
- 7.82%
$442.29 - $483.08 $62.8K - $68.6K
1.68K $759K
ABBV
Abb Vie Inc.

Healthcare
-190
- 11.28%
$164.99 - $203.87 $31.3K - $38.7K
1.49K $265K
META
Meta Platforms, Inc.

Communication Services
-153
- 11.43%
$554.08 - $632.68 $84.8K - $96.8K
1.19K $699K
MCD
Mcdonalds Corp

Consumer Cyclical
-51
- 1.63%
$288.47 - $316.54 $14.7K - $16.1K
3.07K $891K
PG
Procter & Gamble CO

Consumer Defensive
-94
- 1.94%
$161.05 - $179.7 $15.1K - $16.9K
4.76K $798K
COST
Costco Wholesale Corp

Consumer Defensive
-115
- 4.89%
$873.59 - $994.69 $100K - $114K
2.24K $2.05M
CVX
Chevron Corp

Energy
-190
- 7.29%
$141.15 - $162.53 $26.8K - $30.9K
2.42K $349K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-305
- 4.05%
$201.32 - $217.44 $61.4K - $66.3K
7.24K $1.5M
ACN
Accenture PLC

Technology
-50
- 3.31%
$343.9 - $376.86 $17.2K - $18.8K
1.46K $514K
VONG
Vanguard Russell 1000 Growth E

ETFs
-918
- 7.54%
$95.27 - $107.82 $87.5K - $99K
11.2K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
-170
- 13.62%
$205.18 - $250.29 $34.9K - $42.5K
1.08K $258K
IEMG
Ishares Inc

ETFs
-80
- 0.42%
N/A
18.8K $1.01M
VB
Vanguard Small Cap ETF

ETFs
-8
- 0.25%
$233.76 - $261.58 $1.87K - $2.09K
3.13K $752K
CMI
Cummins Inc

Industrials
-44
- 4.33%
$324.93 - $383.42 $14.3K - $16.9K
971 $338K
HON
Honeywell International Inc

Industrials
-130
- 4.79%
$202.84 - $236.0 $26.4K - $30.7K
2.59K $583K
V
Visa Inc.

Financial Services
-88
- 6.58%
$273.87 - $320.91 $24.1K - $28.2K
1.25K $395K
BA
Boeing CO

Industrials
-150
- 5.32%
$138.14 - $180.72 $20.7K - $27.1K
2.67K $472K
GOOGL
Alphabet Inc.

Communication Services
-30
- 1.15%
$161.86 - $196.66 $4.86K - $5.9K
2.58K $488K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 0.85%
$370.24 - $418.94 $8.89K - $10.1K
2.81K $1.13M
AAPL
Apple Inc.

Technology
-1.19K
- 5.64%
$221.69 - $259.02 $263K - $307K
19.8K $4.97M
GOOG
Alphabet Inc.

Communication Services
-274
- 4.06%
$163.08 - $198.16 $44.7K - $54.3K
6.47K $1.23M
AMZN
Amazon Com Inc

Consumer Cyclical
-18
- 0.4%
$180.88 - $232.93 $3.26K - $4.19K
4.44K $974K
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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