Fulcrum Capital LLC Sells in Q4 2024

Fulcrum Capital LLC

  • $470 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
-1.01K
- 2.3%
$137.24 - $194.56 $138K - $196K
42.6K $5.96M
TT
Trane Technologies PLC

Industrials
-708
- 1.66%
$369.35 - $419.14 $261K - $297K
41.9K $15.5M
AMGN
Amgen Inc

Healthcare
-44
- 0.44%
$258.78 - $328.31 $11.4K - $14.4K
9.95K $2.59M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.3K
- 8.28%
$570.51 - $610.59 $739K - $791K
14.4K $8.46M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.92K
- 51.61%
$129.13 - $198.21 $248K - $381K
1.8K $333K
AES
Aes Corp

Utilities
-52
- 0.17%
$12.44 - $20.24 $647 - $1.05K
31K $399K
VZ
Verizon Communications Inc

Communication Services
-109
- 0.36%
$39.6 - $45.21 $4.32K - $4.93K
30.1K $1.2M
ECL
Ecolab Inc.

Basic Materials
-14
- 0.21%
$234.32 - $261.43 $3.28K - $3.66K
6.67K $1.56M
AWK
American Water Works Company, Inc.

Utilities
-110
- 2.23%
$123.83 - $146.07 $13.6K - $16.1K
4.81K $599K
VTI
Vanguard Total Stock Market Et

ETFs
-333
- 20.5%
$280.04 - $302.45 $93.3K - $101K
1.29K $374K
WELL
Welltower Inc.

Real Estate
-242
- 3.8%
$123.11 - $139.3 $29.8K - $33.7K
6.13K $772K
PG
Procter & Gamble CO

Consumer Defensive
-128
- 4.57%
$161.05 - $179.7 $20.6K - $23K
2.68K $448K
CRM
Salesforce, Inc.

Technology
-155
- 10.78%
$270.87 - $367.87 $42K - $57K
1.28K $428K
AVGO
Broadcom Inc.

Technology
-435
- 15.0%
$159.67 - $250.0 $69.5K - $109K
2.47K $571K
GOOG
Alphabet Inc.

Communication Services
-154
- 1.72%
$163.08 - $198.16 $25.1K - $30.5K
8.8K $1.68M
V
Visa Inc.

Financial Services
-132
- 2.24%
$273.87 - $320.91 $36.2K - $42.4K
5.76K $1.82M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.08K
- 3.75%
$77.25 - $91.3 $161K - $190K
53.3K $4.55M
NVDA
Nvidia Corp

Technology
-7.56K
- 4.2%
$117.0 - $148.88 $885K - $1.13M
172K $23.1M
JPM
Jpmorgan Chase & CO

Financial Services
-269
- 0.53%
$205.18 - $250.29 $55.2K - $67.3K
50.7K $12.1M
NFLX
Netflix Inc

Communication Services
-302
- 2.51%
$687.65 - $936.56 $208K - $283K
11.7K $10.5M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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