Hohimer Wealth Management, LLC Sells in Q3 2024

Hohimer Wealth Management, LLC

  • $455 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.68K
- 3.71%
$395.15 - $467.56 $1.06M - $1.25M
69.5K $29.9M
CHK
Chesapeake Energy Corp

Energy
-10.4K
- 75.76%
$70.32 - $83.77 $729K - $868K
3.32K $273K
SLB
Schlumberger Limited

Energy
-6.33K
- 6.12%
$39.57 - $49.67 $251K - $315K
97.1K $4.07M
NVDA
Nvidia Corp

Technology
-5.71K
- 11.73%
$98.91 - $134.91 $565K - $771K
43K $5.22M
GOOG
Alphabet Inc.

Communication Services
-2.91K
- 42.03%
$149.54 - $192.66 $435K - $560K
4.01K $670K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-9.77K
- 52.05%
$51.02 - $52.74 $498K - $515K
9K $473K
PINS
Pinterest, Inc.

Communication Services
-1.25K
- 5.24%
$28.66 - $43.51 $35.7K - $54.3K
22.6K $730K
CARR
Carrier Global Corp

Industrials
-6.71K
- 49.3%
$61.9 - $80.88 $416K - $543K
6.9K $555K
ABNB
Airbnb, Inc.

Consumer Cyclical
-459
- 6.74%
$113.01 - $154.34 $51.9K - $70.8K
6.35K $805K
VT
Vanguard Total World Stk Index

ETFs
-2K
- 37.99%
$107.72 - $119.96 $215K - $240K
3.27K $390K
NTAP
Net App, Inc.

Technology
-10
- 0.03%
$114.18 - $134.62 $1.14K - $1.35K
29.4K $3.63M
BA
Boeing CO

Industrials
-186
- 4.59%
$152.04 - $190.6 $28.3K - $35.5K
3.86K $587K
BOX
Box Inc

Technology
-7.11K
- 49.93%
$24.92 - $33.45 $177K - $238K
7.13K $233K
ELV
Elevance Health, Inc.

Healthcare
-3
- 0.05%
$500.12 - $562.29 $1.5K - $1.69K
6.36K $3.31M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-5.01K
- 52.13%
$33.01 - $48.88 $165K - $245K
4.6K $220K
CNHI
Cnh Industrial N.V.

Industrials
-13.9K
- 4.4%
$9.47 - $10.66 $131K - $148K
301K $3.14M
VIG
Vanguard Dividend Appreciation

ETFs
-170
- 1.21%
$182.15 - $182.15 $31K - $31K
13.8K $2.52M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-866
- 11.43%
$47.18 - $48.74 $40.9K - $42.2K
6.71K $326K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.7K
- 3.17%
$76.38 - $78.87 $130K - $134K
51.9K $4.08M
LLY
Eli Lilly & CO

Healthcare
-14
- 3.26%
$772.14 - $960.02 $10.8K - $13.4K
416 $368K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-300
- 3.51%
$50.63 - $51.11 $15.2K - $15.3K
8.26K $421K
Fortuna Mng Corp
-800
- 7.21%
N/A
10.3K $0
Jayud Global Logistics LTD
-25.3K
- 47.46%
N/A
28K $0
Brookfield Corp
-215
- 0.21%
N/A
101K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-115
- 2.08%
$57.32 - $62.65 $6.59K - $7.2K
5.41K $336K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-163
- 0.65%
$111.59 - $129.08 $18.2K - $21K
24.8K $2.94M
AES
Aes Corp

Utilities
-4.11K
- 8.55%
$16.18 - $20.07 $66.5K - $82.4K
43.9K $881K
DOCU
Docusign, Inc.

Technology
-2.59K
- 11.0%
$49.73 - $62.53 $129K - $162K
21K $1.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.08K
- 0.91%
$36.06 - $37.66 $38.8K - $40.5K
117K $4.39M
EA
Electronic Arts Inc.

Communication Services
-35
- 0.11%
$137.32 - $151.82 $4.81K - $5.31K
31.2K $4.47M
VTI
Vanguard Total Stock Market Et

ETFs
-72
- 0.7%
$255.18 - $283.2 $18.4K - $20.4K
10.3K $2.9M
CVS
Cvs Health Corp

Healthcare
-317
- 0.72%
$55.81 - $63.18 $17.7K - $20K
44K $2.76M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-24.2K
- 5.26%
$6.71 - $8.78 $163K - $213K
437K $3.61M
SRE
Sempra Energy

Utilities
-27
- 0.05%
$74.97 - $84.04 $2.02K - $2.27K
57.4K $4.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-300
- 3.33%
$191.76 - $263.26 $57.5K - $79K
8.71K $2.28M
UTHR
United Therapeutics Corp

Healthcare
-9
- 0.07%
$311.04 - $363.55 $2.8K - $3.27K
12.6K $4.51M
BCS
Barclays PLC

Financial Services
-1.24K
- 0.29%
$10.59 - $12.45 $13.2K - $15.5K
427K $5.18M
NOC
Northrop Grumman Corp

Industrials
-11
- 0.16%
$423.73 - $533.14 $4.66K - $5.86K
6.79K $3.59M
BMY
Bristol Myers Squibb CO

Healthcare
-962
- 1.39%
$39.66 - $51.75 $38.2K - $49.8K
68.5K $3.54M
CPRI
Capri Holdings LTD

Consumer Cyclical
-460
- 0.57%
$29.61 - $42.44 $13.6K - $19.5K
80.3K $3.41M
AEP
American Electric Power CO Inc

Utilities
-54
- 0.11%
$87.11 - $104.95 $4.7K - $5.67K
50K $5.13M
AAPL
Apple Inc.

Technology
-245
- 0.63%
$207.23 - $234.82 $50.8K - $57.5K
38.9K $9.06M
NEM
Newmont Corp

Basic Materials
-303
- 0.29%
$41.65 - $55.85 $12.6K - $16.9K
105K $5.63M
Activity Summary
Buys All Purchases 141 New Holdings 50 Increased Positions 91 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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