Dougherty Wealth Advisers LLC Sells in Q3 2024

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-75
- 2.28%
$395.15 - $467.56 $29.6K - $35.1K
3.22K $1.38M
ACN
Accenture PLC

Technology
-131
- 19.91%
$295.44 - $355.81 $38.7K - $46.6K
527 $186K
CPRT
Copart Inc

Consumer Cyclical
-96
- 3.99%
$49.19 - $55.54 $4.72K - $5.33K
2.31K $121K
AVGO
Broadcom Inc.

Technology
-5
Closed
$136.27 - $1745.86 $681 - $8.73K
0 $0
ANSS
Ansys Inc

Technology
-16
- 3.77%
$296.54 - $331.25 $4.74K - $5.3K
408 $129K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-88
- 14.97%
$57.32 - $62.65 $5.04K - $5.51K
500 $31K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-71
- 16.1%
$87.56 - $95.49 $6.22K - $6.78K
370 $35K
CDW
Cdw Corp

Technology
-16
- 3.9%
$206.67 - $239.84 $3.31K - $3.84K
394 $89K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-21
- 5.92%
$210.25 - $231.86 $4.42K - $4.87K
334 $74K
IDXX
Idexx Laboratories Inc

Healthcare
-7
- 3.68%
$455.08 - $517.19 $3.19K - $3.62K
183 $92K
MTD
Mettler Toledo International Inc

Healthcare
-2
- 4.08%
$1308.0 - $1521.03 $2.62K - $3.04K
47 $70K
IEX
Idex Corp

Industrials
-18
- 3.81%
$190.56 - $214.98 $3.43K - $3.87K
455 $97K
GGG
Graco Inc

Industrials
-35
- 3.99%
$77.82 - $87.64 $2.72K - $3.07K
842 $73K
IWS
Ishares Russell Midcap Value E

ETFs
-91
- 5.96%
$119.52 - $132.25 $10.9K - $12K
1.44K $190K
VTI
Vanguard Total Stock Market Et

ETFs
-7
- 1.21%
$255.18 - $283.2 $1.79K - $1.98K
572 $161K
ABBV
Abb Vie Inc.

Healthcare
-38
- 5.92%
$163.84 - $199.33 $6.23K - $7.57K
604 $119K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 2.36%
$405.19 - $478.57 $2.43K - $2.87K
248 $114K
JNJ
Johnson & Johnson

Healthcare
-25
- 1.74%
$145.48 - $167.38 $3.64K - $4.18K
1.42K $229K
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 1.33%
$194.9 - $224.8 $9.75K - $11.2K
3.7K $779K
LOW
Lowes Companies Inc

Consumer Cyclical
-41
- 5.88%
$213.3 - $270.78 $8.75K - $11.1K
656 $177K
UNH
Unitedhealth Group Inc

Healthcare
-28
- 5.2%
$488.01 - $604.18 $13.7K - $16.9K
510 $298K
NEE
Nextera Energy Inc

Utilities
-101
- 2.99%
$69.9 - $84.97 $7.06K - $8.58K
3.28K $276K
UNP
Union Pacific Corp

Industrials
-17
- 0.57%
$221.78 - $256.09 $3.77K - $4.35K
2.95K $725K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-27
- 0.16%
$105.53 - $118.34 $2.85K - $3.2K
16.6K $1.94M
IWP
Ishares Russell Mid Cap Growth

ETFs
-13
- 0.04%
$103.87 - $117.59 $1.35K - $1.53K
29.2K $3.42M
AAPL
Apple Inc.

Technology
-166
- 0.73%
$207.23 - $234.82 $34.4K - $39K
22.4K $5.22M
Activity Summary
Buys All Purchases 15 New Holdings 5 Increased Positions 10 Sells All Sells 27 Reductions 26 Sold out 1 Options Calls 0 Puts 0
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