Keystone Financial Planning, Inc. Reduced Holdings in Q3 2024

Keystone Financial Planning, Inc.

  • $329 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-133
- 0.49%
$156.12 - $209.64 $20.8K - $27.9K
26.7K $4.55M
UPS
United Parcel Service Inc

Industrials
-58
- 0.12%
$123.32 - $147.38 $7.15K - $8.55K
47.3K $6.45M
JPM
Jpmorgan Chase & CO

Financial Services
-97
- 7.11%
$194.9 - $224.8 $18.9K - $21.8K
1.27K $267K
Solventum Corp
-17
- 0.1%
N/A
17.2K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.87K
- 7.46%
$117.9 - $128.2 $220K - $239K
23.1K $2.97M
VTRS
Viatris Inc

Healthcare
-25
- 0.1%
$10.32 - $12.13 $258 - $303
26.2K $304K
XOM
Exxon Mobil Corp

Energy
-227
- 0.45%
$109.72 - $119.0 $24.9K - $27K
49.9K $5.85M
PEG
Public Service Enterprise Group Inc

Utilities
-160
- 2.36%
$73.58 - $89.21 $11.8K - $14.3K
6.62K $590K
LMT
Lockheed Martin Corp

Industrials
-2
- 0.1%
$460.3 - $584.56 $921 - $1.17K
1.94K $1.13M
PFE
Pfizer Inc

Healthcare
-211
- 0.08%
$27.7 - $31.39 $5.84K - $6.62K
257K $7.43M
CSCO
Cisco Systems, Inc.

Technology
-474
- 0.91%
$44.74 - $53.22 $21.2K - $25.2K
51.5K $2.74M
KO
Coca Cola CO

Consumer Defensive
-130
- 0.35%
$62.69 - $73.01 $8.15K - $9.49K
37.3K $2.68M
HLN
Haleon PLC

Healthcare
-202
- 0.09%
$8.32 - $10.7 $1.68K - $2.16K
231K $2.45M
MO
Altria Group, Inc.

Consumer Defensive
-149
- 0.14%
$45.95 - $54.71 $6.85K - $8.15K
110K $5.62M
PNW
Pinnacle West Capital Corp

Utilities
-1.32K
- 1.56%
$75.52 - $91.31 $99.3K - $120K
82.7K $7.33M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-169
- 0.1%
$31.07 - $39.36 $5.25K - $6.65K
173K $6.34M
PM
Philip Morris International Inc.

Consumer Defensive
-643
- 0.77%
$101.25 - $127.45 $65.1K - $82K
82.9K $10.1M
Activity Summary
Buys All Purchases 13 New Holdings 1 Increased Positions 12 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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