Cooper/Haims Advisors, LLC Sells in Q4 2024

Cooper/Haims Advisors, LLC

  • $173 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.4K
- 0.36%
$26.63 - $30.23 $117K - $133K
1.22M $32.5M
BNL
Broadstone Net Lease, Inc.

Real Estate
-13K
- 14.99%
$15.86 - $18.7 $206K - $243K
73.8K $1.17M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-709
- 0.58%
$49.79 - $51.14 $35.3K - $36.3K
121K $6.08M
MSFT
Microsoft Corp

Technology
-116
- 1.68%
$406.35 - $454.46 $47.1K - $52.7K
6.79K $2.86M
UNH
Unitedhealth Group Inc

Healthcare
-40
- 4.65%
$485.52 - $625.25 $19.4K - $25K
820 $414K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-226
- 16.98%
$481.22 - $538.17 $109K - $122K
1.11K $564K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-82
- 2.47%
$82.28 - $117.52 $6.75K - $9.64K
3.24K $274K
EMN
Eastman Chemical CO

Basic Materials
-185
- 6.51%
$90.03 - $110.64 $16.7K - $20.5K
2.66K $242K
MRK
Merck & Co., Inc.

Healthcare
-57
- 2.23%
$96.31 - $114.76 $5.49K - $6.54K
2.5K $248K
PBI
Pitney Bowes Inc

Industrials
-4.99K
- 14.69%
$6.74 - $8.2 $33.6K - $40.9K
29K $209K
SPY
Spdr S&P 500 ETF Trust

ETFs
-142
- 3.09%
$567.81 - $607.81 $80.6K - $86.3K
4.45K $2.61M
SYK
Stryker Corp

Healthcare
-55
- 5.46%
$345.14 - $392.15 $19K - $21.6K
953 $343K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14
- 0.9%
$442.29 - $483.08 $6.19K - $6.76K
1.55K $701K
IWM
Ishares Russell 2000 ETF

ETFs
-80
- 2.16%
$216.13 - $242.4 $17.3K - $19.4K
3.62K $800K
MMM
3 M CO

Industrials
-30
- 1.81%
$124.74 - $137.12 $3.74K - $4.11K
1.63K $210K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-38
- 4.75%
$340.59 - $380.5 $12.9K - $14.5K
762 $278K
V
Visa Inc.

Financial Services
-80
- 5.51%
$273.87 - $320.91 $21.9K - $25.7K
1.37K $433K
NVDA
Nvidia Corp

Technology
-855
- 7.21%
$117.0 - $148.88 $100K - $127K
11K $1.48M
DIS
Walt Disney CO

Communication Services
-28
- 1.0%
$92.39 - $117.6 $2.59K - $3.29K
2.77K $308K
GOOG
Alphabet Inc.

Communication Services
-55
- 2.29%
$163.08 - $198.16 $8.97K - $10.9K
2.35K $447K
GOOGL
Alphabet Inc.

Communication Services
-36
- 1.02%
$161.86 - $196.66 $5.83K - $7.08K
3.51K $664K
GHM
Graham Corp

Industrials
-1K
- 10.66%
$28.02 - $45.51 $28K - $45.5K
8.38K $380K
AMZN
Amazon Com Inc

Consumer Cyclical
-632
- 5.4%
$180.88 - $232.93 $114K - $147K
11.1K $2.43M
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 0.13%
$570.51 - $610.59 $18.3K - $19.5K
23.9K $14.1M
AAPL
Apple Inc.

Technology
-326
- 1.35%
$221.69 - $259.02 $72.3K - $84.4K
23.8K $5.96M
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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