Jamison Private Wealth Management, Inc. Purchases in Q3 2024

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
17
+ 1.51%
$7.24 - $10.03 $123 - $171
1.15K $11.3M
BDN
Brandywine Realty Trust

Real Estate
126
+ 3.13%
$4.3 - $5.44 $542 - $685
4.15K $20.8M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
43
New
$54.38 - $59.77 $2.34K - $2.57K
43 $2.55M
EUFN
Ishares Msci Europe Financials

ETFs
87
New
$21.54 - $25.01 $1.87K - $2.18K
87 $2.15M
EW
Edwards Lifesciences Corp

Healthcare
85
+ 63.91%
$59.7 - $93.78 $5.07K - $7.97K
218 $14.4M
IIPR
Innovative Industrial Properties Inc

Real Estate
2
+ 2.78%
$107.56 - $136.78 $215 - $274
74 $9.91M
BXP
Boston Properties Inc

Real Estate
2
+ 2.11%
$60.3 - $82.49 $121 - $165
97 $7.79M
WDS
Woodside Energy Group LTD

Energy
113
+ 434.62%
$15.64 - $20.01 $1.77K - $2.26K
139 $2.4M
CUK
Carnival PLC

Consumer Cyclical
100
+ 31.55%
$12.86 - $17.54 $1.29K - $1.75K
417 $7.71M
EWJ
Ishares Msci Japan ETF

ETFs
24
New
$63.12 - $72.99 $1.51K - $1.75K
24 $1.72M
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 2.44%
$176.32 - $215.7 $176 - $216
42 $8.95M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.26%
$37.32 - $51.8 $37.3 - $51.8
387 $19.7M
Monogram Technologies Inc
200
+ 14.33%
N/A
1.6K $4.23M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1
+ 0.95%
$138.82 - $162.76 $139 - $163
106 $17.2M
WBD
Warner Bros. Discovery, Inc.

Communication Services
119
New
$6.71 - $8.78 $798 - $1.04K
119 $982K
AB
Alliancebernstein Holding L.P.

Financial Services
9
+ 2.1%
$31.87 - $35.39 $287 - $319
437 $15.2M
PENN
Penn National Gaming Inc

Consumer Cyclical
35
New
$16.97 - $20.77 $594 - $727
35 $661K
TAP
Molson Coors Beverage CO

Consumer Defensive
1
+ 1.14%
$49.94 - $57.52 $49.9 - $57.5
89 $5.1M
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 1.02%
$28.13 - $32.83 $28.1 - $32.8
99 $3.22M
Tidal Tr Ii
10
New
N/A
10 $375K
ARCC
Ares Capital Corp

Financial Services
11
+ 0.89%
$19.8 - $21.28 $218 - $234
1.24K $26M
BKR
Baker Hughes CO

Energy
2
+ 0.76%
$32.92 - $38.72 $65.8 - $77.4
264 $9.53M
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.48%
$98.01 - $106.59 $98 - $107
210 $22M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
1
+ 2.13%
$46.07 - $50.3 $46.1 - $50.3
48 $2.39M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 14.29%
$76.38 - $78.87 $76.4 - $78.9
8 $630K
MTN
Vail Resorts Inc

Consumer Cyclical
1
+ 1.33%
$167.58 - $188.32 $168 - $188
76 $13.3M
SWBI
Smith & Wesson Brands, Inc.

Industrials
5
+ 0.93%
$12.24 - $16.69 $61.2 - $83.5
544 $7.06M
MRK
Merck & Co., Inc.

Healthcare
2.1K
+ 8.97%
$111.15 - $128.97 $234K - $271K
25.5K $2.9B
GOOGL
Alphabet Inc.

Communication Services
562
+ 8.9%
$148.65 - $191.18 $83.5K - $107K
6.88K $1.14B
PSX
Phillips 66

Energy
1
+ 0.08%
$125.0 - $147.17 $125 - $147
1.26K $166M
TER
Teradyne, Inc

Technology
1
+ 0.12%
$114.25 - $163.0 $114 - $163
863 $116M
M
Macy'S, Inc.

Consumer Cyclical
1.58K
+ 12.69%
$14.31 - $19.64 $22.6K - $31K
14K $220M
SMCI
Super Micro Computer, Inc.

Technology
17
+ 16.19%
$386.46 - $909.96 $6.57K - $15.5K
122 $50.8M
FDX
Fedex Corp

Industrials
714
+ 7.41%
$254.64 - $313.52 $182K - $224K
10.3K $2.83B
COP
Conocophillips

Energy
126
+ 0.74%
$102.3 - $116.61 $12.9K - $14.7K
17.1K $1.8B
NVDA
Nvidia Corp

Technology
1.46K
+ 0.77%
$98.91 - $134.91 $144K - $197K
192K $23.3B
WM
Waste Management Inc

Industrials
517
+ 0.78%
$196.96 - $223.45 $102K - $116K
66.9K $13.9B
LLY
Eli Lilly & CO

Healthcare
28
+ 0.13%
$772.14 - $960.02 $21.6K - $26.9K
21.5K $19.1B
GOOG
Alphabet Inc.

Communication Services
2.05K
+ 4.39%
$149.54 - $192.66 $306K - $394K
48.7K $8.13B
MSFT
Microsoft Corp

Technology
817
+ 1.28%
$395.15 - $467.56 $323K - $382K
64.6K $27.8B
INTC
Intel Corp

Technology
4.56K
+ 3.74%
$18.9 - $34.87 $86.1K - $159K
126K $2.97B
SCHW
Schwab Charles Corp

Financial Services
3.89K
+ 3.18%
$61.74 - $76.08 $240K - $296K
126K $8.19B
QCOM
Qualcomm Inc

Technology
1.2K
+ 2.19%
$156.12 - $209.64 $187K - $251K
56K $9.52B
AMAT
Applied Materials Inc

Technology
1.26K
+ 2.19%
$174.88 - $254.97 $221K - $322K
58.9K $11.9B
Activity Summary
Buys All Purchases 245 New Holdings 40 Increased Positions 205 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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