Joel Isaacson & Co., LLC Purchases in Q4 2024

Joel Isaacson & Co., LLC

  • $2.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICLN
Ishares

ETFs
1.31K
+ 5.72%
$11.35 - $14.51 $14.9K - $19K
24.2K $275K
KMB
Kimberly Clark Corp

Consumer Defensive
14
+ 0.24%
$130.37 - $146.09 $1.83K - $2.05K
5.81K $761K
VEA
Vanguard Ftse Developed Market

ETFs
1.71K
+ 5.47%
$47.57 - $52.44 $81.3K - $89.6K
32.9K $1.58M
CAT
Caterpillar Inc

Industrials
1
+ 0.04%
$360.37 - $416.88 $360 - $417
2.73K $989K
AMT
American Tower Corp

Real Estate
900
+ 17.54%
$179.4 - $232.01 $161K - $209K
6.03K $1.11M
LMT
Lockheed Martin Corp

Industrials
16
+ 1.68%
$479.66 - $614.62 $7.67K - $9.83K
969 $470K
EBAY
Ebay Inc

Consumer Cyclical
510
+ 1.22%
$57.51 - $67.17 $29.3K - $34.3K
42.4K $2.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
154
+ 0.62%
$442.29 - $483.08 $68.1K - $74.4K
25.1K $11.4M
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.26%
$164.99 - $203.87 $2.64K - $3.26K
6.2K $1.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
511
+ 2.55%
$75.1 - $82.99 $38.4K - $42.4K
20.6K $1.56M
GE
General Electric CO

Industrials
45
+ 0.66%
$159.95 - $194.23 $7.2K - $8.74K
6.84K $1.14M
KO
Coca Cola CO

Consumer Defensive
73
+ 0.42%
$61.74 - $71.71 $4.51K - $5.23K
17.4K $1.08M
MSFT
Microsoft Corp

Technology
1.56K
+ 1.64%
$406.35 - $454.46 $635K - $710K
96.8K $40.8M
VZ
Verizon Communications Inc

Communication Services
939
+ 2.17%
$39.6 - $45.21 $37.2K - $42.5K
44.3K $1.77M
NEE
Nextera Energy Inc

Utilities
2.54K
+ 8.8%
$69.77 - $85.43 $177K - $217K
31.4K $2.25M
PEP
Pepsico Inc

Consumer Defensive
445
+ 3.01%
$151.29 - $176.1 $67.3K - $78.4K
15.2K $2.32M
UNP
Union Pacific Corp

Industrials
3
+ 0.03%
$223.15 - $249.32 $669 - $748
11.2K $2.56M
CI
Cigna Corp

Healthcare
61
+ 1.53%
$265.59 - $358.58 $16.2K - $21.9K
4.05K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 0.61%
$501.29 - $612.85 $8.52K - $10.4K
2.82K $1.46M
ED
Consolidated Edison Inc

Utilities
20
+ 0.09%
$88.87 - $107.38 $1.78K - $2.15K
22.4K $2M
MRK
Merck & Co., Inc.

Healthcare
372
+ 1.36%
$96.31 - $114.76 $35.8K - $42.7K
27.8K $2.76M
MTCH
Match Group, Inc.

Communication Services
155
+ 0.15%
$30.29 - $38.64 $4.69K - $5.99K
104K $3.39M
CMCSA
Comcast Corp

Communication Services
3.82K
+ 2.35%
$37.39 - $45.14 $143K - $172K
166K $6.24M
JNJ
Johnson & Johnson

Healthcare
431
+ 0.61%
$143.34 - $165.86 $61.8K - $71.5K
71.6K $10.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
54.6K
+ 2.22%
$131.66 - $144.0 $7.19M - $7.87M
2.52M $332M
Activity Summary
Buys All Purchases 226 New Holdings 26 Increased Positions 200 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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