Great Diamond Partners, LLC Sells in Q3 2024

Great Diamond Partners, LLC

  • $387 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-5.74K
- 18.17%
$395.15 - $467.56 $2.27M - $2.69M
25.9K $11.1M
NVDA
Nvidia Corp

Technology
-13.5K
- 24.55%
$98.91 - $134.91 $1.34M - $1.82M
41.5K $5.04M
MCD
Mcdonalds Corp

Consumer Cyclical
-7.2K
- 79.29%
$245.82 - $304.51 $1.77M - $2.19M
1.88K $572K
NVO
Novo Nordisk A S

Healthcare
-6.28K
- 17.18%
$119.07 - $145.42 $748K - $913K
30.3K $3.6M
GOOGL
Alphabet Inc.

Communication Services
-6.9K
- 35.63%
$148.65 - $191.18 $1.03M - $1.32M
12.5K $2.07M
COP
Conocophillips

Energy
-9.51K
- 36.42%
$102.3 - $116.61 $972K - $1.11M
16.6K $1.75M
LLY
Eli Lilly & CO

Healthcare
-1.09K
- 12.88%
$772.14 - $960.02 $844K - $1.05M
7.39K $6.55M
KLAC
Kla Corp

Technology
-989
- 14.3%
$696.17 - $892.35 $689K - $883K
5.93K $4.59M
MRK
Merck & Co., Inc.

Healthcare
-7.11K
- 35.97%
$111.15 - $128.97 $791K - $917K
12.7K $1.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.66K
- 18.98%
$161.02 - $200.0 $589K - $731K
15.6K $2.91M
BA
Boeing CO

Industrials
-3.21K
- 43.44%
$152.04 - $190.6 $488K - $612K
4.18K $635K
META
Meta Platforms, Inc.

Communication Services
-1.76K
- 37.12%
$453.41 - $572.44 $798K - $1.01M
2.98K $1.71M
V
Visa Inc.

Financial Services
-2.82K
- 31.32%
$253.74 - $291.56 $716K - $823K
6.19K $1.7M
VUG
Vanguard Growth ETF

ETFs
-2.69K
- 7.0%
$341.08 - $391.94 $916K - $1.05M
35.7K $13.7M
IWV
Ishares Russell 3000 ETF

ETFs
-6.91K
- 7.76%
$294.75 - $326.73 $2.04M - $2.26M
82.2K $26.8M
NFLX
Netflix Inc

Communication Services
-1.05K
- 36.22%
$598.55 - $722.26 $625K - $755K
1.84K $1.31M
GOOG
Alphabet Inc.

Communication Services
-2.13K
- 12.5%
$149.54 - $192.66 $319K - $411K
14.9K $2.5M
VTI
Vanguard Total Stock Market Et

ETFs
-7.13K
- 7.64%
$255.18 - $283.2 $1.82M - $2.02M
86.2K $24.4M
IEMG
Ishares Inc

ETFs
-8.4K
- 5.78%
$53.64 - $53.64 $451K - $451K
137K $7.35M
DIS
Walt Disney CO

Communication Services
-3.98K
- 39.85%
$85.6 - $98.61 $341K - $392K
6.01K $577K
TSLA
Tesla, Inc.

Consumer Cyclical
-3.63K
- 41.07%
$191.76 - $263.26 $695K - $955K
5.2K $1.36M
HON
Honeywell International Inc

Industrials
-1.48K
- 20.92%
$196.73 - $220.21 $290K - $325K
5.58K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
-1.83K
- 36.3%
$194.9 - $224.8 $357K - $412K
3.21K $677K
PG
Procter & Gamble CO

Consumer Defensive
-2.66K
- 16.83%
$160.76 - $177.82 $428K - $474K
13.2K $2.28M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-682
- 39.91%
$460.0 - $505.78 $314K - $345K
1.03K $477K
ADSK
Autodesk, Inc.

Technology
-1.29K
- 43.95%
$245.83 - $245.83 $318K - $318K
1.65K $405K
XOM
Exxon Mobil Corp

Energy
-2.82K
- 24.72%
$109.72 - $119.0 $310K - $336K
8.59K $1.01M
QCOM
Qualcomm Inc

Technology
-1.24K
- 41.09%
$156.12 - $209.64 $194K - $260K
1.78K $302K
ORCL
Oracle Corp

Technology
-6.46K
- 23.11%
$125.9 - $170.35 $813K - $1.1M
21.5K $3.66M
ELV
Elevance Health, Inc.

Healthcare
-496
- 40.1%
$500.12 - $562.29 $248K - $279K
741 $385K
DVN
Devon Energy Corp

Energy
-2.43K
- 10.76%
$37.87 - $48.65 $91.9K - $118K
20.1K $787K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.15K
- 24.58%
$107.93 - $120.23 $340K - $378K
9.65K $1.13M
AAPL
Apple Inc.

Technology
-3.79K
- 13.83%
$207.23 - $234.82 $785K - $890K
23.6K $5.5M
TRV
Travelers Companies, Inc.

Financial Services
-1.48K
- 60.59%
$201.87 - $242.35 $298K - $358K
960 $224K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-254
- 43.12%
$1024.09 - $1201.76 $260K - $305K
335 $352K
ETN
Eaton Corp PLC

Industrials
-1.4K
- 12.62%
$272.52 - $333.02 $382K - $466K
9.7K $3.21M
CVX
Chevron Corp

Energy
-1.55K
- 41.24%
$137.88 - $161.97 $213K - $250K
2.2K $324K
CRM
Salesforce, Inc.

Technology
-1.22K
- 26.75%
$238.42 - $276.53 $292K - $338K
3.35K $916K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-11.4K
- 7.28%
$43.5 - $45.75 $495K - $521K
145K $6.63M
LRCX
Lam Research Corp

Technology
-151
- 28.44%
$731.56 - $1127.3 $110K - $170K
380 $310K
TDIV
First Trust Nasdaq Technology

ETFs
-6.69K
- 10.86%
$70.51 - $81.07 $472K - $543K
54.9K $4.41M
MNST
Monster Beverage Corp

Consumer Defensive
-4.79K
- 39.41%
$45.01 - $52.47 $216K - $251K
7.36K $384K
BAC
Bank Of America Corp

Financial Services
-5.27K
- 39.16%
$36.65 - $44.13 $193K - $232K
8.18K $324K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1.69K
- 34.15%
$53.01 - $82.74 $89.6K - $140K
3.26K $211K
JNJ
Johnson & Johnson

Healthcare
-1.75K
- 35.35%
$145.48 - $167.38 $254K - $292K
3.19K $517K
SHEL
Shell PLC

Energy
-1.77K
- 14.72%
$65.65 - $73.28 $116K - $129K
10.2K $674K
AVY
Avery Dennison Corp

Industrials
-848
- 20.05%
$202.27 - $224.18 $172K - $190K
3.38K $746K
SHOP
Shopify Inc.

Technology
-3.83K
- 41.18%
$52.26 - $80.75 $200K - $310K
5.47K $438K
WMT
Walmart Inc.

Consumer Defensive
-3.76K
- 35.25%
$66.91 - $81.4 $252K - $306K
6.91K $558K
Activity Summary
Buys All Purchases 40 New Holdings 14 Increased Positions 26 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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