Mitchell & Pahl Private Wealth, LLC Purchases in Q3 2024

Mitchell & Pahl Private Wealth, LLC

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
564
+ 6.86%
$488.01 - $604.18 $275K - $341K
8.79K $5.14M
LMT
Lockheed Martin Corp

Industrials
1.57K
New
$460.3 - $584.56 $724K - $920K
1.57K $919K
AAPL
Apple Inc.

Technology
790
+ 2.71%
$207.23 - $234.82 $164K - $186K
29.9K $6.97M
MMM
3 M CO

Industrials
224
+ 1.08%
$99.69 - $139.42 $22.3K - $31.2K
20.9K $2.85M
GD
General Dynamics Corp

Industrials
2.11K
+ 29.66%
$279.51 - $308.09 $591K - $651K
9.24K $2.79M
HD
Home Depot, Inc.

Consumer Cyclical
408
+ 5.0%
$333.64 - $405.2 $136K - $165K
8.56K $3.47M
AFL
Aflac Inc

Financial Services
247
+ 0.96%
$88.52 - $111.8 $21.9K - $27.6K
25.9K $2.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
New
$405.19 - $478.57 $497K - $587K
1.23K $564K
NEE
Nextera Energy Inc

Utilities
611
+ 1.68%
$69.9 - $84.97 $42.7K - $51.9K
36.9K $3.12M
WEC
Wec Energy Group, Inc.

Utilities
900
+ 3.62%
$77.68 - $96.19 $69.9K - $86.6K
25.8K $2.48M
RTX
Raytheon Technologies Corp

Industrials
1.88K
+ 13.2%
$99.55 - $123.34 $187K - $231K
16.1K $1.95M
NKE
Nike, Inc.

Consumer Cyclical
3.89K
+ 39.79%
$71.09 - $89.44 $276K - $348K
13.7K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
1.74K
+ 11.84%
$72.51 - $98.6 $126K - $172K
16.5K $1.6M
BLK
Black Rock Inc.

Financial Services
9
+ 0.35%
$782.27 - $949.51 $7.04K - $8.55K
2.61K $2.48M
JNJ
Johnson & Johnson

Healthcare
978
+ 5.94%
$145.48 - $167.38 $142K - $164K
17.4K $2.83M
APD
Air Products & Chemicals, Inc.

Basic Materials
200
+ 2.22%
$247.34 - $300.11 $49.5K - $60K
9.2K $2.74M
PG
Procter & Gamble CO

Consumer Defensive
1.33K
+ 7.04%
$160.76 - $177.82 $214K - $237K
20.3K $3.51M
XEL
Xcel Energy Inc

Utilities
2.08K
+ 10.28%
$52.11 - $65.3 $108K - $136K
22.3K $1.46M
CSCO
Cisco Systems, Inc.

Technology
2.46K
+ 6.43%
$44.74 - $53.22 $110K - $131K
40.7K $2.17M
MDLZ
Mondelez International, Inc.

Consumer Defensive
369
+ 0.95%
$64.35 - $75.71 $23.7K - $27.9K
39.2K $2.89M
ADP
Automatic Data Processing Inc

Industrials
129
+ 1.59%
$233.44 - $279.45 $30.1K - $36K
8.22K $2.28M
T
At&T Inc.

Communication Services
4.68K
+ 5.82%
$18.21 - $22.28 $85.2K - $104K
85K $1.87M
USB
Us Bancorp \De\

Financial Services
1.51K
+ 3.55%
$39.04 - $47.23 $58.8K - $71.2K
44K $2.01M
XOM
Exxon Mobil Corp

Energy
2.2K
+ 7.74%
$109.72 - $119.0 $241K - $262K
30.6K $3.59M
AVGO
Broadcom Inc.

Technology
24.4K
+ 894.35%
$136.27 - $1745.86 $3.32M - $42.5M
27.1K $4.67M
MSFT
Microsoft Corp

Technology
1.25K
+ 8.59%
$395.15 - $467.56 $494K - $584K
15.8K $6.8M
SRE
Sempra Energy

Utilities
1.05K
+ 3.99%
$74.97 - $84.04 $78.4K - $87.9K
27.2K $2.28M
CCI
Crown Castle International Corp

Real Estate
433
+ 3.91%
$95.29 - $120.24 $41.3K - $52.1K
11.5K $1.36M
GOOG
Alphabet Inc.

Communication Services
1.7K
New
$149.54 - $192.66 $254K - $328K
1.7K $284K
BA
Boeing CO

Industrials
1.85K
New
$152.04 - $190.6 $281K - $352K
1.85K $281K
IP
International Paper CO

Consumer Cyclical
104
+ 0.22%
$42.55 - $49.98 $4.43K - $5.2K
47.9K $2.34M
AWK
American Water Works Company, Inc.

Utilities
718
+ 7.66%
$127.76 - $149.9 $91.7K - $108K
10.1K $1.48M
PHG
Koninklijke Philips Nv

Healthcare
288
+ 0.86%
$25.08 - $32.73 $7.22K - $9.43K
33.7K $1.1M
IBM
International Business Machines Corp

Technology
1.18K
New
$175.1 - $223.38 $206K - $263K
1.18K $260K
CMCSA
Comcast Corp

Communication Services
1.11K
+ 1.36%
$37.33 - $41.78 $41.3K - $46.3K
82.5K $3.45M
NOC
Northrop Grumman Corp

Industrials
479
New
$423.73 - $533.14 $203K - $255K
479 $252K
ITW
Illinois Tool Works Inc

Industrials
260
+ 3.58%
$233.14 - $263.97 $60.6K - $68.6K
7.53K $1.97M
KO
Coca Cola CO

Consumer Defensive
1.62K
+ 10.93%
$62.69 - $73.01 $101K - $118K
16.4K $1.18M
VZ
Verizon Communications Inc

Communication Services
1.05K
+ 2.1%
$38.89 - $45.0 $40.9K - $47.3K
51K $2.29M
DOCU
Docusign, Inc.

Technology
1.02K
+ 5.19%
$49.73 - $62.53 $50.5K - $63.5K
20.6K $1.28M
POOL
Pool Corp

Industrials
120
+ 4.51%
$296.17 - $376.8 $35.5K - $45.2K
2.78K $1.05M
CB
Chubb LTD

Financial Services
7
+ 0.1%
$252.51 - $292.2 $1.77K - $2.05K
6.78K $1.95M
SMG
Scotts Miracle Gro CO

Basic Materials
203
+ 2.21%
$61.06 - $86.7 $12.4K - $17.6K
9.37K $812K
GS
Goldman Sachs Group Inc

Financial Services
72
+ 1.72%
$459.02 - $510.25 $33K - $36.7K
4.25K $2.1M
TT
Trane Technologies PLC

Industrials
51
+ 1.58%
$314.21 - $388.71 $16K - $19.8K
3.28K $1.28M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 77.08%
$161.02 - $200.0 $187K - $232K
2.67K $496K
NGG
National Grid PLC

Utilities
999
+ 10.12%
$57.14 - $70.48 $57.1K - $70.4K
10.9K $757K
SYY
Sysco Corp

Consumer Defensive
820
+ 4.26%
$69.16 - $78.98 $56.7K - $64.8K
20.1K $1.57M
TGT
Target Corp

Consumer Defensive
774
+ 8.63%
$133.47 - $159.25 $103K - $123K
9.74K $1.52M
Activity Summary
Buys All Purchases 99 New Holdings 7 Increased Positions 92 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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