Mitchell & Pahl Private Wealth, LLC Sells in Q4 2024

Mitchell & Pahl Private Wealth, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
-156
- 1.57%
$86.31 - $112.64 $13.5K - $17.6K
9.75K $841K
MRK
Merck & Co., Inc.

Healthcare
-523
- 4.69%
$96.31 - $114.76 $50.4K - $60K
10.6K $1.06M
MSFT
Microsoft Corp

Technology
-155
- 0.98%
$406.35 - $454.46 $63K - $70.4K
15.6K $6.59M
KO
Coca Cola CO

Consumer Defensive
-621
- 3.78%
$61.74 - $71.71 $38.3K - $44.5K
15.8K $983K
FCX
Freeport Mcmoran Inc

Basic Materials
-203
- 1.43%
$38.08 - $50.82 $7.73K - $10.3K
14K $532K
LMT
Lockheed Martin Corp

Industrials
-17
- 1.08%
$479.66 - $614.62 $8.15K - $10.4K
1.56K $756K
PFE
Pfizer Inc

Healthcare
-4.84K
- 35.24%
$24.8 - $30.19 $120K - $146K
8.89K $235K
ZTS
Zoetis Inc.

Healthcare
-163
- 4.03%
$162.24 - $194.42 $26.4K - $31.7K
3.88K $631K
PPG
Ppg Industries Inc

Basic Materials
-357
- 4.37%
$119.09 - $131.37 $42.5K - $46.9K
7.82K $933K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-30
- 1.38%
$396.64 - $516.74 $11.9K - $15.5K
2.15K $865K
RTX
Raytheon Technologies Corp

Industrials
-492
- 3.06%
$114.45 - $127.21 $56.3K - $62.6K
15.6K $1.8M
NUE
Nucor Corp

Basic Materials
-44
- 1.12%
$115.78 - $167.74 $5.09K - $7.38K
3.88K $452K
LHX
L3 Harris Technologies, Inc.

Industrials
-190
- 6.55%
$208.94 - $264.22 $39.7K - $50.2K
2.71K $569K
UNP
Union Pacific Corp

Industrials
-186
- 5.4%
$223.15 - $249.32 $41.5K - $46.4K
3.26K $743K
CARR
Carrier Global Corp

Industrials
-74
- 1.43%
$66.69 - $82.65 $4.94K - $6.12K
5.09K $347K
EIX
Edison International

Utilities
-412
- 11.66%
$77.93 - $88.36 $32.1K - $36.4K
3.12K $249K
MET
Metlife Inc

Financial Services
-553
- 5.3%
$78.15 - $88.25 $43.2K - $48.8K
9.88K $808K
BDX
Becton Dickinson & CO

Healthcare
-125
- 8.74%
$220.02 - $243.75 $27.5K - $30.5K
1.31K $296K
PEG
Public Service Enterprise Group Inc

Utilities
-320
- 7.82%
$81.87 - $94.51 $26.2K - $30.2K
3.77K $318K
AIG
American International Group, Inc.

Financial Services
-589
- 7.21%
$70.0 - $79.22 $41.2K - $46.7K
7.58K $551K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-131
- 8.56%
$209.89 - $233.24 $27.5K - $30.6K
1.4K $297K
ENB
Enbridge Inc

Energy
-951
- 8.51%
$40.4 - $43.92 $38.4K - $41.8K
10.2K $433K
TTE
Total Energies Se

Energy
-256
- 5.15%
N/A
4.72K $323K
TRV
Travelers Companies, Inc.

Financial Services
-148
- 4.24%
$225.97 - $266.66 $33.4K - $39.5K
3.35K $806K
MFC
Manulife Financial Corp

Financial Services
-706
- 8.74%
$29.21 - $32.87 $20.6K - $23.2K
7.37K $226K
IBM
International Business Machines Corp

Technology
-34
- 2.89%
$204.9 - $238.04 $6.97K - $8.09K
1.14K $251K
ADSK
Autodesk, Inc.

Technology
-33
- 1.37%
N/A
2.37K $583K
ASX
Ase Technology Holding Co., Ltd.

Technology
-1.65K
- 5.47%
$9.49 - $10.74 $15.7K - $17.7K
28.6K $287K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-143
- 5.22%
$178.39 - $215.0 $25.5K - $30.7K
2.6K $500K
Te Connectivity PLC
-49
- 0.93%
N/A
5.21K $0
MA
Mastercard Inc

Financial Services
-113
- 6.02%
$491.3 - $536.15 $55.5K - $60.6K
1.76K $928K
JCI
Johnson Controls International PLC

Industrials
-85
- 1.05%
$74.23 - $86.6 $6.31K - $7.36K
7.98K $629K
FICO
Fair Isaac Corp

Technology
-2
- 0.17%
$1911.01 - $2382.4 $3.82K - $4.76K
1.17K $2.32M
KMI
Kinder Morgan, Inc.

Energy
-352
- 2.4%
$22.59 - $28.54 $7.95K - $10K
14.3K $391K
BAC
Bank Of America Corp

Financial Services
-759
- 2.68%
$39.22 - $47.77 $29.8K - $36.3K
27.5K $1.21M
WMB
Williams Companies, Inc.

Energy
-1.43K
- 7.2%
$46.37 - $59.74 $66.2K - $85.2K
18.4K $995K
V
Visa Inc.

Financial Services
-174
- 4.42%
$273.87 - $320.91 $47.7K - $55.8K
3.76K $1.19M
BX
Blackstone Inc.

Financial Services
-810
- 5.84%
$148.45 - $199.05 $120K - $161K
13.1K $2.25M
APO
Apollo Global Management, Inc.

Financial Services
-839
- 7.34%
$131.36 - $178.61 $110K - $150K
10.6K $1.75M
AVGO
Broadcom Inc.

Technology
-1.26K
- 4.65%
$159.67 - $250.0 $201K - $315K
25.8K $5.99M
Activity Summary
Buys All Purchases 99 New Holdings 2 Increased Positions 97 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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