Gleason Group, Inc. Reduced Holdings in Q4 2024

Gleason Group, Inc.

  • $567 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-8.58K
- 9.41%
$65.95 - $72.56 $566K - $623K
82.6K $5.46M
LLY
Eli Lilly & CO

Healthcare
-711
- 31.61%
$727.2 - $932.06 $517K - $663K
1.54K $1.19M
WSM
Williams Sonoma Inc

Consumer Cyclical
-5.57K
- 30.8%
$129.13 - $198.21 $719K - $1.1M
12.5K $2.32M
PG
Procter & Gamble CO

Consumer Defensive
-1.71K
- 8.78%
$161.05 - $179.7 $276K - $307K
17.8K $2.98M
PANW
Palo Alto Networks Inc

Technology
-78
- 4.73%
$181.96 - $405.9 $14.2K - $31.7K
1.57K $286K
CVX
Chevron Corp

Energy
-1.33K
- 10.84%
$141.15 - $162.53 $188K - $217K
11K $1.59M
HD
Home Depot, Inc.

Consumer Cyclical
-431
- 21.97%
$385.02 - $431.37 $166K - $186K
1.53K $595K
WM
Waste Management Inc

Industrials
-777
- 46.64%
$201.79 - $228.46 $157K - $178K
889 $179K
DE
Deere & CO

Industrials
-443
- 11.86%
$389.45 - $466.0 $173K - $206K
3.29K $1.4M
NKE
Nike, Inc.

Consumer Cyclical
-1.61K
- 73.0%
$73.36 - $89.13 $118K - $143K
594 $44K
AAPL
Apple Inc.

Technology
-776
- 20.26%
$221.69 - $259.02 $172K - $201K
3.05K $764K
CAT
Caterpillar Inc

Industrials
-69
- 2.21%
$360.37 - $416.88 $24.9K - $28.8K
3.05K $1.11M
VZ
Verizon Communications Inc

Communication Services
-1.15K
- 18.67%
$39.6 - $45.21 $45.4K - $51.8K
4.99K $199K
IVW
Ishares S&P 500 Growth ETF

ETFs
-664
- 48.22%
$94.43 - $105.47 $62.7K - $70K
713 $72K
INTC
Intel Corp

Technology
-2.06K
- 49.88%
$19.07 - $26.23 $39.2K - $54K
2.07K $41K
UNH
Unitedhealth Group Inc

Healthcare
-69
- 43.4%
$485.52 - $625.25 $33.5K - $43.1K
90 $45K
MS
Morgan Stanley

Financial Services
-554
- 37.61%
$104.42 - $134.99 $57.8K - $74.8K
919 $115K
AXP
American Express CO

Financial Services
-69
- 16.87%
$267.35 - $305.57 $18.4K - $21.1K
340 $100K
AMZN
Amazon Com Inc

Consumer Cyclical
-264
- 16.56%
$180.88 - $232.93 $47.8K - $61.5K
1.33K $291K
VEA
Vanguard Ftse Developed Market

ETFs
-27
- 6.34%
$47.57 - $52.44 $1.28K - $1.42K
399 $19K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-29
- 7.23%
$63.58 - $71.15 $1.84K - $2.06K
372 $24K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-10
- 3.16%
$89.01 - $96.24 $890 - $962
306 $27K
SHOP
Shopify Inc.

Technology
-310
- 20.0%
$78.14 - $119.49 $24.2K - $37K
1.24K $131K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.3%
$570.51 - $610.59 $1.71K - $1.83K
997 $586K
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 1.65%
$873.59 - $994.69 $20.1K - $22.9K
1.37K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
-763
- 5.38%
$205.18 - $250.29 $157K - $191K
13.4K $3.22M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-516
- 0.34%
$124.26 - $134.12 $64.1K - $69.2K
152K $19.6M
Activity Summary
Buys All Purchases 116 New Holdings 8 Increased Positions 108 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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