Keystone Financial Planning, Inc. Sells in Q1 2024

Keystone Financial Planning, Inc.

  • $307 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-38.9K
- 77.25%
$159.16 - $197.78 $6.19M - $7.69M
11.5K $2.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-127K
- 7.67%
$75.25 - $80.63 $9.54M - $10.2M
1.53M $123M
PM
Philip Morris International Inc.

Consumer Defensive
-3.31K
- 3.81%
$88.98 - $96.29 $295K - $319K
83.6K $7.66M
PFE
Pfizer Inc

Healthcare
-8.24K
- 3.1%
$25.89 - $29.73 $213K - $245K
257K $7.14M
MMM
3 M CO

Industrials
-1.67K
- 2.36%
$91.25 - $110.0 $152K - $184K
69.3K $7.35M
BEN
Franklin Resources Inc

Financial Services
-6.8K
- 5.71%
$26.31 - $29.33 $179K - $199K
112K $3.15M
MCD
Mcdonalds Corp

Consumer Cyclical
-800
- 8.5%
$278.58 - $300.53 $223K - $240K
8.61K $2.43M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.33K
- 1.94%
$8.11 - $11.66 $10.8K - $15.5K
67.2K $586K
CSCO
Cisco Systems, Inc.

Technology
-2.89K
- 5.14%
$48.06 - $52.33 $139K - $151K
53.2K $2.66M
LMT
Lockheed Martin Corp

Industrials
-237
- 10.9%
$418.19 - $463.18 $99.1K - $110K
1.94K $881K
JNJ
Johnson & Johnson

Healthcare
-415
- 3.93%
$155.22 - $162.74 $64.4K - $67.5K
10.1K $1.6M
CVX
Chevron Corp

Energy
-1.64K
- 6.02%
$141.82 - $157.74 $233K - $259K
25.6K $4.04M
Gsk PLC
-7.85K
- 16.98%
N/A
38.4K $0
K
Kellogg CO

Consumer Defensive
-110
- 1.24%
$52.94 - $57.76 $5.82K - $6.35K
8.79K $503K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-6.75K
- 3.74%
$29.36 - $31.46 $198K - $212K
174K $5.3M
VTRS
Viatris Inc

Healthcare
-871
- 3.21%
$11.27 - $13.53 $9.82K - $11.8K
26.2K $313K
HLN
Haleon PLC

Healthcare
-4.22K
- 1.79%
$8.02 - $8.67 $33.9K - $36.6K
232K $1.97M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.07%
$167.09 - $200.3 $167 - $200
1.37K $273K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.53K
- 5.69%
$109.98 - $120.99 $169K - $186K
25.4K $3.07M
EMR
Emerson Electric CO

Industrials
-136
- 2.45%
$91.73 - $113.45 $12.5K - $15.4K
5.41K $613K
KO
Coca Cola CO

Consumer Defensive
-84
- 0.22%
$58.91 - $61.24 $4.95K - $5.14K
37.9K $2.32M
PNW
Pinnacle West Capital Corp

Utilities
-1.63K
- 1.9%
$66.39 - $74.73 $108K - $122K
84.1K $6.29M
T
At&T Inc.

Communication Services
-5.52K
- 1.93%
$16.23 - $18.04 $89.5K - $99.5K
280K $4.92M
GPC
Genuine Parts CO

Consumer Cyclical
-1.51K
- 6.25%
$136.15 - $157.38 $206K - $238K
22.7K $3.51M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.21K
- 1.66%
$37.72 - $40.71 $121K - $131K
190K $7.74M
MO
Altria Group, Inc.

Consumer Defensive
-4.9K
- 4.25%
$39.73 - $44.95 $195K - $220K
110K $4.81M
AEP
American Electric Power CO Inc

Utilities
-95
- 0.11%
$75.94 - $86.1 $7.21K - $8.18K
83.5K $7.19M
QCOM
Qualcomm Inc

Technology
-1.78K
- 6.19%
$136.17 - $175.72 $243K - $313K
27K $4.58M
XOM
Exxon Mobil Corp

Energy
-2.92K
- 5.48%
$96.8 - $116.24 $283K - $340K
50.3K $5.85M
MSFT
Microsoft Corp

Technology
-1.31K
- 4.53%
$367.75 - $429.37 $483K - $564K
27.7K $11.7M
VZ
Verizon Communications Inc

Communication Services
-6.85K
- 2.75%
$37.9 - $42.49 $259K - $291K
242K $10.2M
TROW
Price T Rowe Group Inc

Financial Services
-1.15K
- 1.76%
$104.74 - $121.92 $120K - $140K
64.3K $7.84M
Activity Summary
Buys All Purchases 9 New Holdings 2 Increased Positions 7 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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