Charles Carroll Financial Partners, LLC Purchases in Q4 2023

Charles Carroll Financial Partners, LLC

  • $92.9 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
345
+ 2.55%
$399.02 - $580.47 $138K - $200K
13.9K $7.97M
MSFT
Microsoft Corp

Technology
950
+ 5.6%
$313.39 - $382.7 $298K - $364K
17.9K $6.73M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.49K
+ 70.83%
$162.03 - $260.08 $565K - $906K
8.41K $2.15M
CRM
Salesforce, Inc.

Technology
3.85K
+ 102.67%
$196.25 - $267.25 $756K - $1.03M
7.6K $2M
JPM
Jpmorgan Chase & CO

Financial Services
2K
+ 6.08%
$135.69 - $170.3 $271K - $341K
34.9K $5.94M
AMG
Affiliated Managers Group, Inc.

Financial Services
5.05K
+ 62.35%
$121.54 - $153.44 $614K - $775K
13.2K $1.99M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 14.43%
$288.35 - $358.32 $303K - $376K
8.33K $2.95M
IWM
Ishares Russell 2000 ETF

ETFs
3.43K
New
$162.21 - $204.82 $556K - $702K
3.43K $687K
ICE
Intercontinental Exchange, Inc.

Financial Services
4K
+ 46.7%
$104.72 - $128.6 $419K - $514K
12.6K $1.61M
V
Visa Inc.

Financial Services
400
+ 2.24%
$228.81 - $262.38 $91.5K - $105K
18.2K $4.75M
AMD
Advanced Micro Devices Inc

Technology
250
+ 2.68%
$93.67 - $148.76 $23.4K - $37.2K
9.58K $1.41M
AMZN
Amazon Com Inc

Consumer Cyclical
650
+ 5.73%
$119.57 - $154.07 $77.7K - $100K
12K $1.82M
SYK
Stryker Corp

Healthcare
760
+ 20.16%
$253.85 - $299.46 $193K - $228K
4.53K $1.36M
UNH
Unitedhealth Group Inc

Healthcare
250
+ 4.58%
$509.47 - $552.97 $127K - $138K
5.71K $3M
SYY
Sysco Corp

Consumer Defensive
2.75K
New
$62.69 - $75.34 $173K - $207K
2.75K $201K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 2.04%
$331.71 - $362.68 $33.2K - $36.3K
5K $1.78M
Activity Summary
Buys All Purchases 17 New Holdings 2 Increased Positions 15 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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