Mitchell & Pahl Private Wealth, LLC Reduced Holdings in Q3 2024

Mitchell & Pahl Private Wealth, LLC

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-311
- 2.71%
$111.15 - $128.97 $34.6K - $40.1K
11.1K $1.27M
ASX
Ase Technology Holding Co., Ltd.

Technology
-1.01K
- 3.22%
$8.6 - $12.5 $8.65K - $12.6K
30.2K $294K
PFE
Pfizer Inc

Healthcare
-2.49K
- 15.34%
$27.7 - $31.39 $68.9K - $78.1K
13.7K $397K
CPRT
Copart Inc

Consumer Cyclical
-292
- 1.49%
$49.19 - $55.54 $14.4K - $16.2K
19.4K $1.01M
NUE
Nucor Corp

Basic Materials
-49
- 1.23%
$137.77 - $166.14 $6.75K - $8.14K
3.92K $589K
BAC
Bank Of America Corp

Financial Services
-488
- 1.69%
$36.65 - $44.13 $17.9K - $21.5K
28.3K $1.12M
AIG
American International Group, Inc.

Financial Services
-149
- 1.79%
$70.16 - $79.23 $10.5K - $11.8K
8.17K $598K
ADSK
Autodesk, Inc.

Technology
-27
- 1.11%
$245.83 - $245.83 $6.64K - $6.64K
2.41K $591K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4
- 0.18%
$460.0 - $505.78 $1.84K - $2.02K
2.18K $1.01M
AZN
Astrazeneca PLC

Healthcare
-51
- 0.39%
$76.67 - $87.62 $3.91K - $4.47K
13.1K $1.02M
TTE
Total Energies Se

Energy
-80
- 1.58%
$68.61 - $68.61 $5.49K - $5.49K
4.97K $341K
BDX
Becton Dickinson & CO

Healthcare
-23
- 1.58%
$221.47 - $242.41 $5.09K - $5.58K
1.43K $345K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-27
- 1.73%
$210.25 - $231.86 $5.68K - $6.26K
1.53K $341K
FCX
Freeport Mcmoran Inc

Basic Materials
-29
- 0.2%
$39.52 - $51.92 $1.15K - $1.51K
14.2K $708K
RELX
Relx PLC

Communication Services
-21
- 0.11%
$44.1 - $48.86 $926 - $1.03K
18.8K $891K
KMI
Kinder Morgan, Inc.

Energy
-35
- 0.24%
$19.72 - $22.22 $690 - $778
14.6K $323K
SNY
Sanofi

Healthcare
-90
- 2.17%
$48.54 - $58.53 $4.37K - $5.27K
4.05K $233K
PPG
Ppg Industries Inc

Basic Materials
-162
- 1.94%
$118.32 - $134.55 $19.2K - $21.8K
8.17K $1.08M
V
Visa Inc.

Financial Services
-52
- 1.3%
$253.74 - $291.56 $13.2K - $15.2K
3.94K $1.08M
EIX
Edison International

Utilities
-105
- 2.89%
$71.19 - $87.72 $7.47K - $9.21K
3.53K $307K
WMB
Williams Companies, Inc.

Energy
-324
- 1.61%
$41.24 - $46.22 $13.4K - $15K
19.8K $905K
ENB
Enbridge Inc

Energy
-147
- 1.3%
$35.27 - $41.18 $5.18K - $6.05K
11.2K $453K
STX
Seagate Technology Holdings PLC

Technology
-85
- 0.85%
$92.1 - $110.76 $7.83K - $9.41K
9.91K $1.09M
APO
Apollo Global Management, Inc.

Financial Services
-175
- 1.51%
$99.16 - $125.81 $17.4K - $22K
11.4K $1.43M
PEG
Public Service Enterprise Group Inc

Utilities
-91
- 2.17%
$73.58 - $89.21 $6.7K - $8.12K
4.09K $365K
UNP
Union Pacific Corp

Industrials
-32
- 0.92%
$221.78 - $256.09 $7.1K - $8.19K
3.45K $848K
UBS
Ubs Group Ag

Financial Services
-61
- 0.11%
$27.97 - $31.42 $1.71K - $1.92K
53.2K $1.65M
ZTS
Zoetis Inc.

Healthcare
-100
- 2.41%
$172.58 - $196.48 $17.3K - $19.6K
4.04K $789K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-37
- 1.33%
$156.14 - $187.2 $5.78K - $6.93K
2.74K $506K
JCI
Johnson Controls International PLC

Industrials
-93
- 1.14%
$65.52 - $77.61 $6.09K - $7.22K
8.06K $625K
TRV
Travelers Companies, Inc.

Financial Services
-71
- 1.99%
$201.87 - $242.35 $14.3K - $17.2K
3.49K $818K
MA
Mastercard Inc

Financial Services
-3
- 0.16%
$429.6 - $500.99 $1.29K - $1.5K
1.88K $926K
AMT
American Tower Corp

Real Estate
-30
- 1.04%
$192.27 - $242.73 $5.77K - $7.28K
2.86K $665K
MET
Metlife Inc

Financial Services
-186
- 1.75%
$67.96 - $82.48 $12.6K - $15.3K
10.4K $860K
LII
Lennox International Inc

Industrials
-43
- 1.64%
$523.72 - $620.83 $22.5K - $26.7K
2.58K $1.56M
NVS
Novartis Ag

Healthcare
-59
- 0.28%
$106.13 - $120.89 $6.26K - $7.13K
21K $2.41M
UL
Unilever PLC

Consumer Defensive
-24
- 0.13%
$54.7 - $65.59 $1.31K - $1.57K
17.8K $1.15M
ECL
Ecolab Inc.

Basic Materials
-108
- 0.86%
$228.86 - $255.76 $24.7K - $27.6K
12.4K $3.17M
BX
Blackstone Inc.

Financial Services
-196
- 1.39%
$120.77 - $159.66 $23.7K - $31.3K
13.9K $2.13M
ABBV
Abb Vie Inc.

Healthcare
-22
- 0.14%
$163.84 - $199.33 $3.6K - $4.39K
15.8K $3.12M
FICO
Fair Isaac Corp

Technology
-26
- 2.18%
$1496.51 - $1947.38 $38.9K - $50.6K
1.17K $2.27M
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.07%
$294.65 - $384.0 $1.47K - $1.92K
7.11K $2.71M
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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