Beaird Harris Wealth Management, LLC Sells in Q2 2024

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-45
- 31.69%
$430.17 - $527.34 $19.4K - $23.7K
97 $48K
DE
Deere & CO

Industrials
-15
- 4.0%
$364.98 - $414.02 $5.47K - $6.21K
360 $134K
DVY
Ishares Tr

ETFs
-138
- 54.12%
$115.73 - $125.75 $16K - $17.4K
117 $14K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-96
- 9.93%
$128.05 - $136.02 $12.3K - $13.1K
871 $116K
TRV
Travelers Companies, Inc.

Financial Services
-3
- 0.6%
$203.34 - $230.89 $610 - $693
500 $101K
ALKT
Alkami Technology, Inc.

Technology
-590
- 78.67%
$23.17 - $28.87 $13.7K - $17K
160 $4K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-874
- 1.6%
$30.09 - $32.37 $26.3K - $28.3K
53.7K $1.73M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-500
- 39.4%
$14.6 - $22.32 $7.3K - $11.2K
769 $15K
AAL
American Airlines Group Inc.

Industrials
-249
- 10.62%
$11.12 - $15.41 $2.77K - $3.84K
2.1K $23K
BNDX
Vanguard Total International B

ETFs
-250
- 72.67%
$48.24 - $49.07 $12.1K - $12.3K
94 $4K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-236
- 17.72%
$54.71 - $59.06 $12.9K - $13.9K
1.1K $63K
DG
Dollar General Corp

Consumer Defensive
-51
- 29.31%
$124.12 - $159.55 $6.33K - $8.14K
123 $16K
SHOP
Shopify Inc.

Technology
-111
- 47.03%
$56.97 - $78.19 $6.32K - $8.68K
125 $8K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-100
- 3.32%
$98.69 - $99.57 $9.87K - $9.96K
2.91K $289K
IDV
Ishares Tr

ETFs
-268
- 19.38%
$26.94 - $30.1 $7.22K - $8.07K
1.12K $30K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-91
- 69.47%
$84.85 - $91.12 $7.72K - $8.29K
40 $3K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-56
- 88.89%
$106.25 - $130.01 $5.95K - $7.28K
7 $0
INTU
Intuit Inc

Technology
-13
- 44.83%
$562.97 - $670.27 $7.32K - $8.71K
16 $10K
UPS
United Parcel Service Inc

Industrials
-10
- 2.2%
$134.2 - $152.27 $1.34K - $1.52K
445 $60K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-11
- 30.56%
$541.52 - $599.02 $5.96K - $6.59K
25 $13K
MS
Morgan Stanley

Financial Services
-65
- 79.27%
$86.19 - $101.53 $5.6K - $6.6K
17 $1K
MPW
Medical Properties Trust Inc

Real Estate
-975
- 23.83%
$3.99 - $5.85 $3.89K - $5.7K
3.12K $13K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-105
- 2.44%
$6.99 - $8.79 $734 - $923
4.2K $31K
UNP
Union Pacific Corp

Industrials
-17
- 58.62%
$221.38 - $247.4 $3.76K - $4.21K
12 $2K
DISV
Dimensional ETF Tr Dimensional

ETFs
-122
- 3.95%
$26.23 - $28.56 $3.2K - $3.48K
2.97K $79K
ZTS
Zoetis Inc.

Healthcare
-30
- 75.0%
$145.54 - $178.83 $4.37K - $5.36K
10 $1K
KLAC
Kla Corp

Technology
-9
- 34.62%
$628.16 - $863.31 $5.65K - $7.77K
17 $14K
CSCO
Cisco Systems, Inc.

Technology
-35
- 4.84%
$45.52 - $50.04 $1.59K - $1.75K
688 $32K
DHR
Danaher Corp

Healthcare
-17
- 2.73%
$235.51 - $267.98 $4K - $4.56K
606 $151K
SYK
Stryker Corp

Healthcare
-4
- 9.52%
$324.3 - $354.67 $1.3K - $1.42K
38 $12K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19
- 2.21%
$95.11 - $97.92 $1.81K - $1.86K
839 $81K
DTE
Dte Energy CO

Utilities
-4
- 0.22%
$103.2 - $117.18 $413 - $469
1.84K $203K
EEM
Ishares Msci Emerging Markets

ETFs
-60
- 33.15%
$39.71 - $43.79 $2.38K - $2.63K
121 $5K
SHV
Ishares Tr

ETFs
-24
- 8.89%
$110.04 - $110.51 $2.64K - $2.65K
246 $27K
VTRS
Viatris Inc

Healthcare
-35
- 4.63%
$10.05 - $12.02 $352 - $421
721 $7K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4
- 1.98%
$65.44 - $71.94 $262 - $288
198 $12K
YUM
Yum Brands Inc

Consumer Cyclical
-4
- 1.55%
$131.96 - $143.19 $528 - $573
254 $33K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-388
- 33.74%
$8.4 - $14.74 $3.26K - $5.72K
762 $10K
GIS
General Mills Inc

Consumer Defensive
-21
- 9.86%
$63.26 - $71.61 $1.33K - $1.5K
192 $12K
HUM
Humana Inc

Healthcare
-4
Closed
$302.09 - $373.65 $1.21K - $1.49K
0 $0
EOG
Eog Resources Inc

Energy
-9
- 50.0%
$118.24 - $137.95 $1.06K - $1.24K
9 $1K
ICE
Intercontinental Exchange, Inc.

Financial Services
-5
- 0.71%
$126.54 - $138.72 $633 - $694
704 $96K
EL
Estee Lauder Companies Inc

Consumer Defensive
-10
- 90.91%
$106.4 - $152.77 $1.06K - $1.53K
1 $0
CNC
Centene Corp

Healthcare
-17
- 94.44%
$66.3 - $78.43 $1.13K - $1.33K
1 $0
FTV
Fortive Corp

Technology
-2
- 8.0%
$72.73 - $84.82 $145 - $170
23 $1K
AFL
Aflac Inc

Financial Services
-16
- 8.42%
$79.64 - $90.43 $1.27K - $1.45K
174 $15K
SAP
Sap Se

Technology
-16
- 7.44%
$175.77 - $201.71 $2.81K - $3.23K
199 $40K
WW
Ww International, Inc.

Consumer Cyclical
-2
- 66.67%
$1.17 - $2.1 $2.34 - $4.2
1 $0
Annaly Capital Management In
-1K
- 35.25%
N/A
1.84K $0
Activity Summary
Buys All Purchases 343 New Holdings 184 Increased Positions 159 Sells All Sells 123 Reductions 121 Sold out 2 Options Calls 0 Puts 0
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