Coston, Mc Isaac & Partners Purchases in Q4 2024

Coston, Mc Isaac & Partners

  • $281 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4
+ 1.41%
$75.65 - $83.47 $303 - $334
287 $21K
IRM
Iron Mountain Inc

Real Estate
2
+ 1.09%
$101.62 - $128.14 $203 - $256
185 $19K
CPB
Campbell Soup CO

Consumer Defensive
2
+ 0.61%
$41.42 - $48.71 $82.8 - $97.4
332 $13K
STZ
Constellation Brands, Inc.

Consumer Defensive
1
+ 1.41%
$219.66 - $257.62 $220 - $258
72 $15K
PDI
Pimco Dynamic Income Fund

Financial Services
35
+ 1.71%
$18.33 - $20.85 $642 - $730
2.08K $38K
UWMC
Uwm Holdings Corp

Financial Services
19
+ 1.43%
$5.65 - $8.33 $107 - $158
1.35K $7K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.41%
$131.65 - $174.84 $132 - $175
246 $34K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.03K
+ 202.11%
$26.93 - $84.95 $162K - $512K
9.01K $246K
DFIV
Dimensional ETF Tr

ETFs
23
+ 0.99%
$34.86 - $37.97 $802 - $873
2.35K $83K
FVD
First Tr Value Line Divid Inde

ETFs
3
+ 0.13%
$43.4 - $46.7 $130 - $140
2.38K $103K
VTV
Vanguard Value ETF

ETFs
3
+ 0.28%
$168.32 - $181.87 $505 - $546
1.06K $179K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.25%
$59.25 - $72.99 $59.3 - $73
397 $23K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.36%
$244.52 - $284.07 $245 - $284
279 $68K
DOW
Dow Inc.

Basic Materials
3
+ 0.59%
$39.1 - $55.34 $117 - $166
510 $20K
DFAX
Dimensional ETF Tr
31
+ 0.75%
$24.76 - $27.04 $768 - $838
4.17K $103K
CMCSA
Comcast Corp

Communication Services
2
+ 0.1%
$37.39 - $45.14 $74.8 - $90.3
2.01K $75K
SWK
Stanley Black & Decker, Inc.

Industrials
2
+ 0.73%
$79.07 - $109.36 $158 - $219
276 $22K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.04%
$47.57 - $52.44 $47.6 - $52.4
2.57K $123K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
13
+ 0.49%
$56.61 - $61.63 $736 - $801
2.66K $150K
CVS
Cvs Health Corp

Healthcare
8
+ 0.69%
$43.78 - $67.46 $350 - $540
1.17K $52K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.39%
$727.2 - $932.06 $1.45K - $1.86K
519 $400K
TGT
Target Corp

Consumer Defensive
16
+ 0.38%
$121.59 - $160.69 $1.95K - $2.57K
4.2K $567K
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.05%
$96.31 - $114.76 $482 - $574
10.3K $1.02M
KMB
Kimberly Clark Corp

Consumer Defensive
282
+ 0.72%
$130.37 - $146.09 $36.8K - $41.2K
39.3K $5.15M
VZ
Verizon Communications Inc

Communication Services
1.2K
+ 1.17%
$39.6 - $45.21 $47.5K - $54.2K
104K $4.16M
Activity Summary
Buys All Purchases 326 New Holdings 51 Increased Positions 275 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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