Connecticut Wealth Management, LLC Purchases in Q4 2024

Connecticut Wealth Management, LLC

  • $2.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
412
+ 2.81%
$95.12 - $114.72 $39.2K - $47.3K
15.1K $1.49M
HALO
Halozyme Therapeutics, Inc.

Healthcare
31
+ 0.56%
$42.57 - $61.09 $1.32K - $1.89K
5.58K $266K
ABBV
Abb Vie Inc.

Healthcare
57
+ 1.56%
$164.99 - $203.87 $9.4K - $11.6K
3.71K $659K
ASML
Asml Holding Nv

Technology
10
+ 1.68%
$658.43 - $872.27 $6.58K - $8.72K
606 $420K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
86
+ 0.52%
$442.29 - $483.08 $38K - $41.5K
16.5K $7.49M
IT
Gartner Inc

Technology
26
+ 0.57%
$481.22 - $551.8 $12.5K - $14.3K
4.6K $2.23M
TSCO
Tractor Supply CO

Consumer Cyclical
13.9K
+ 396.32%
$52.59 - $303.74 $731K - $4.22M
17.4K $923K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.04%
$244.52 - $284.07 $489 - $568
4.99K $1.23M
ALC
Alcon Inc

Healthcare
19
+ 0.23%
$83.87 - $99.15 $1.59K - $1.88K
8.13K $690K
ONTO
Onto Innovation Inc.

Technology
9
+ 0.3%
$158.54 - $225.02 $1.43K - $2.03K
3.06K $509K
AMGN
Amgen Inc

Healthcare
8
+ 0.36%
$258.78 - $328.31 $2.07K - $2.63K
2.21K $576K
MDLZ
Mondelez International, Inc.

Consumer Defensive
208
+ 1.91%
$59.25 - $72.99 $12.3K - $15.2K
11.1K $661K
UNP
Union Pacific Corp

Industrials
92
+ 0.99%
$223.15 - $249.32 $20.5K - $22.9K
9.4K $2.14M
XOM
Exxon Mobil Corp

Energy
25
+ 0.16%
$105.51 - $125.37 $2.64K - $3.13K
15.7K $1.69M
MSFT
Microsoft Corp

Technology
659
+ 1.34%
$406.35 - $454.46 $268K - $299K
49.9K $21M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19
+ 0.65%
$396.64 - $516.74 $7.54K - $9.82K
2.95K $1.19M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 0.53%
$701.85 - $1046.91 $2.81K - $4.19K
762 $542K
CTAS
Cintas Corp

Industrials
56
+ 0.33%
$182.7 - $226.47 $10.2K - $12.7K
17K $3.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
155
+ 3.16%
$501.29 - $612.85 $77.7K - $95K
5.07K $2.64M
DHR
Danaher Corp

Healthcare
128
+ 1.11%
$226.16 - $274.52 $28.9K - $35.1K
11.7K $2.68M
ICF
Ishares Tr

ETFs
30.5K
+ 7.26%
$58.8 - $66.61 $1.79M - $2.03M
450K $27.1M
VEA
Vanguard Ftse Developed Market

ETFs
87.4K
+ 8.55%
$47.57 - $52.44 $4.16M - $4.59M
1.11M $53.1M
CARR
Carrier Global Corp

Industrials
278
+ 0.24%
$66.69 - $82.65 $18.5K - $23K
116K $7.9M
IEFA
Ishares Tr

ETFs
29.7K
+ 1.8%
$70.06 - $77.43 $2.08M - $2.3M
1.68M $118M
Activity Summary
Buys All Purchases 125 New Holdings 6 Increased Positions 119 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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