High Pines Wealth Management, LLC Incresed Positions in Q4 2023

High Pines Wealth Management, LLC

  • $65.6 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
1K
+ 4.22%
$195.66 - $233.95 $196K - $234K
24.7K $5.74M
AMZN
Amazon Com Inc

Consumer Cyclical
767
+ 17.12%
$119.57 - $154.07 $91.7K - $118K
5.25K $797K
AAPL
Apple Inc.

Technology
58
+ 0.69%
$166.89 - $198.11 $9.68K - $11.5K
8.51K $1.64M
META
Meta Platforms, Inc.

Communication Services
251
+ 15.18%
$288.35 - $358.32 $72.4K - $89.9K
1.9K $673K
JPM
Jpmorgan Chase & CO

Financial Services
384
+ 9.96%
$135.69 - $170.3 $52.1K - $65.4K
4.24K $721K
V
Visa Inc.

Financial Services
331
+ 17.65%
$228.81 - $262.38 $75.7K - $86.8K
2.21K $574K
NVDA
Nvidia Corp

Technology
54
+ 3.43%
$403.26 - $504.09 $21.8K - $27.2K
1.63K $806K
DIS
Walt Disney CO

Communication Services
936
+ 23.92%
$79.32 - $96.06 $74.2K - $89.9K
4.85K $437K
GOOG
Alphabet Inc.

Communication Services
380
+ 8.96%
$123.4 - $142.82 $46.9K - $54.3K
4.62K $650K
TJX
Tjx Companies Inc

Consumer Cyclical
336
+ 3.59%
$87.19 - $93.81 $29.3K - $31.5K
9.7K $909K
SBUX
Starbucks Corp

Consumer Cyclical
443
+ 9.89%
$89.48 - $107.21 $39.6K - $47.5K
4.92K $472K
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 1.54%
$258.49 - $338.39 $4.39K - $5.75K
1.12K $378K
UNH
Unitedhealth Group Inc

Healthcare
35
+ 4.06%
$509.47 - $552.97 $17.8K - $19.4K
897 $472K
CSGP
Costar Group, Inc.

Real Estate
75
+ 2.48%
$70.58 - $88.25 $5.29K - $6.62K
3.1K $270K
SYK
Stryker Corp

Healthcare
51
+ 6.2%
$253.85 - $299.46 $12.9K - $15.3K
874 $261K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
74
+ 6.06%
$331.71 - $362.68 $24.5K - $26.8K
1.3K $461K
TSLA
Tesla, Inc.

Consumer Cyclical
146
+ 12.98%
$197.36 - $263.62 $28.8K - $38.5K
1.27K $315K
Activity Summary
Buys All Purchases 18 New Holdings 0 Increased Positions 18 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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