Inlet Private Wealth, LLC Sells in Q3 2024

Inlet Private Wealth, LLC

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
-36.8K
- 57.24%
$76.84 - $91.03 $2.83M - $3.35M
27.5K $2.48M
MCK
Mckesson Corp

Healthcare
-55
- 0.24%
$479.06 - $630.38 $26.3K - $34.7K
22.6K $11.1M
QCOM
Qualcomm Inc

Technology
-150
- 0.3%
$156.12 - $209.64 $23.4K - $31.4K
50.3K $8.55M
STX
Seagate Technology Holdings PLC

Technology
-18K
- 21.06%
$92.1 - $110.76 $1.66M - $1.99M
67.5K $7.4M
LKQ
Lkq Corp

Consumer Cyclical
-16.7K
- 11.97%
$38.47 - $46.03 $642K - $768K
123K $4.9M
MSFT
Microsoft Corp

Technology
-188
- 0.47%
$395.15 - $467.56 $74.3K - $87.9K
39.9K $17.2M
FHI
Federated Hermes, Inc.

Financial Services
-33.2K
- 21.1%
$32.18 - $37.3 $1.07M - $1.24M
124K $4.56M
UPS
United Parcel Service Inc

Industrials
-4.01K
- 9.52%
$123.32 - $147.38 $494K - $590K
38K $5.18M
MRK
Merck & Co., Inc.

Healthcare
-171
- 0.33%
$111.15 - $128.97 $19K - $22.1K
51.6K $5.86M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-2.99K
- 18.53%
$38.53 - $64.44 $115K - $192K
13.1K $511K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-27.9K
- 58.39%
$8.26 - $12.16 $231K - $340K
19.9K $178K
PFE
Pfizer Inc

Healthcare
-14K
- 23.3%
$27.7 - $31.39 $389K - $441K
46.2K $1.34M
BXSL
Blackstone Secured Lending Fund

Financial Services
-8.97K
- 16.44%
$28.75 - $31.59 $258K - $283K
45.6K $1.34M
NEM
Newmont Corp

Basic Materials
-12K
- 27.83%
$41.65 - $55.85 $500K - $670K
31.1K $1.66M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-7.9K
- 39.5%
$17.9 - $20.22 $141K - $160K
12.1K $230K
CVS
Cvs Health Corp

Healthcare
-6.28K
- 8.94%
$55.81 - $63.18 $350K - $396K
63.9K $4.02M
C
Citigroup Inc

Financial Services
-500
- 0.49%
$56.11 - $67.61 $28.1K - $33.8K
101K $6.35M
EMR
Emerson Electric CO

Industrials
-500
- 2.26%
$98.19 - $118.87 $49.1K - $59.4K
21.6K $2.36M
BAC
Bank Of America Corp

Financial Services
-877
- 0.6%
$36.65 - $44.13 $32.1K - $38.7K
144K $5.72M
IEFA
Ishares Tr

ETFs
-575
- 9.71%
$70.09 - $78.74 $40.3K - $45.3K
5.34K $417K
IVV
Ishares Core S&P 500 ETF

ETFs
-53
- 5.88%
$520.18 - $576.82 $27.6K - $30.6K
849 $489K
ADI
Analog Devices Inc

Technology
-18
- 1.81%
$200.56 - $243.33 $3.61K - $4.38K
979 $225K
Ge Vernova Inc
-65
- 2.73%
N/A
2.32K $0
IWM
Ishares Russell 2000 ETF

ETFs
-75
- 4.56%
$200.87 - $224.6 $15.1K - $16.8K
1.57K $346K
VZ
Verizon Communications Inc

Communication Services
-1K
- 5.1%
$38.89 - $45.0 $38.9K - $45K
18.6K $835K
KO
Coca Cola CO

Consumer Defensive
-560
- 5.95%
$62.69 - $73.01 $35.1K - $40.9K
8.85K $636K
PEP
Pepsico Inc

Consumer Defensive
-50
- 0.35%
$161.9 - $179.3 $8.1K - $8.97K
14.1K $2.4M
PG
Procter & Gamble CO

Consumer Defensive
-150
- 1.25%
$160.76 - $177.82 $24.1K - $26.7K
11.9K $2.06M
SBUX
Starbucks Corp

Consumer Cyclical
-600
- 8.22%
$72.51 - $98.6 $43.5K - $59.2K
6.7K $653K
T
At&T Inc.

Communication Services
-1.5K
- 2.76%
$18.21 - $22.28 $27.3K - $33.4K
52.9K $1.16M
CMI
Cummins Inc

Industrials
-30
- 1.0%
$266.63 - $326.4 $8K - $9.79K
2.97K $961K
KMI
Kinder Morgan, Inc.

Energy
-1.6K
- 1.93%
$19.72 - $22.22 $31.6K - $35.6K
81.1K $1.79M
DAL
Delta Air Lines, Inc.

Industrials
-300
- 0.48%
$37.32 - $51.8 $11.2K - $15.5K
62.6K $3.18M
LOW
Lowes Companies Inc

Consumer Cyclical
-26
- 0.64%
$213.3 - $270.78 $5.55K - $7.04K
4.02K $1.09M
IAU
Ishares Gold Trust

ETFs
-147
- 0.41%
$44.06 - $50.5 $6.48K - $7.42K
35.8K $1.78M
KMX
Carmax Inc

Consumer Cyclical
-400
- 0.68%
$71.21 - $85.78 $28.5K - $34.3K
58.2K $4.51M
AMGN
Amgen Inc

Healthcare
-50
- 0.21%
$309.38 - $337.38 $15.5K - $16.9K
23.4K $7.55M
JNJ
Johnson & Johnson

Healthcare
-15
- 0.1%
$145.48 - $167.38 $2.18K - $2.51K
15.7K $2.54M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-200
- 0.51%
$52.04 - $64.22 $10.4K - $12.8K
38.9K $2.37M
UL
Unilever PLC

Consumer Defensive
-31
- 0.09%
$54.7 - $65.59 $1.7K - $2.03K
33.4K $2.17M
UNP
Union Pacific Corp

Industrials
-15
- 0.09%
$221.78 - $256.09 $3.33K - $3.84K
17K $4.18M
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 0.33%
$194.9 - $224.8 $34.1K - $39.3K
53.6K $11.3M
BMY
Bristol Myers Squibb CO

Healthcare
-2.1K
- 3.83%
$39.66 - $51.75 $83.4K - $109K
52.8K $2.73M
BLK
Black Rock Inc.

Financial Services
-15
- 0.38%
$782.27 - $949.51 $11.7K - $14.2K
3.91K $3.71M
MO
Altria Group, Inc.

Consumer Defensive
-1.2K
- 0.9%
$45.95 - $54.71 $55.1K - $65.7K
133K $6.78M
FIS
Fidelity National Information Services, Inc.

Technology
-400
- 0.43%
$72.8 - $85.04 $29.1K - $34K
91.6K $7.67M
ORCL
Oracle Corp

Technology
-100
- 0.38%
$125.9 - $170.35 $12.6K - $17K
26.2K $4.46M
DVA
Davita Inc.

Healthcare
-200
- 0.47%
$133.98 - $165.19 $26.8K - $33K
42.7K $7.01M
PHG
Koninklijke Philips Nv

Healthcare
-3.38K
- 1.5%
$25.08 - $32.73 $84.8K - $111K
222K $7.28M
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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