Nelson Capital Management, LLC Purchases in Q3 2024

Nelson Capital Management, LLC

  • $587 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
103
+ 7.65%
$233.44 - $279.45 $24K - $28.8K
1.45K $401K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 2.24%
$405.19 - $478.57 $11.3K - $13.4K
1.28K $588K
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.89%
$66.91 - $81.4 $3.35K - $4.07K
5.67K $457K
ABT
Abbott Laboratories

Healthcare
167
+ 2.94%
$100.07 - $118.13 $16.7K - $19.7K
5.85K $666K
DIS
Walt Disney CO

Communication Services
1.47K
+ 6.79%
$85.6 - $98.61 $126K - $145K
23.1K $2.22M
PEP
Pepsico Inc

Consumer Defensive
287
+ 9.65%
$161.9 - $179.3 $46.5K - $51.5K
3.26K $554K
XLE
Energy Sector Spdr

ETFs
1.25K
+ 8.36%
$84.35 - $93.39 $106K - $117K
16.3K $1.43M
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 7.98%
$245.82 - $304.51 $16K - $19.8K
880 $267K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
607
+ 2.07%
$19.48 - $20.97 $11.8K - $12.7K
30K $622K
ROP
Roper Technologies Inc

Industrials
205
+ 2.13%
$515.25 - $576.55 $106K - $118K
9.81K $5.46M
GOOGL
Alphabet Inc.

Communication Services
538
+ 13.37%
$148.65 - $191.18 $80K - $103K
4.56K $756K
TGT
Target Corp

Consumer Defensive
28
+ 1.6%
$133.47 - $159.25 $3.74K - $4.46K
1.78K $277K
Linde PLC
16
+ 0.12%
N/A
13.2K $0
Wells Fargo CO New
160
New
N/A
160 $0
SHEL
Shell PLC

Energy
489
+ 1.35%
$65.65 - $73.28 $32.1K - $35.8K
36.7K $2.42M
MRK
Merck & Co., Inc.

Healthcare
904
+ 2.57%
$111.15 - $128.97 $100K - $117K
36.1K $4.1M
SCHW
Schwab Charles Corp

Financial Services
543
+ 1.47%
$61.74 - $76.08 $33.5K - $41.3K
37.5K $2.43M
AMZN
Amazon Com Inc

Consumer Cyclical
669
+ 1.08%
$161.02 - $200.0 $108K - $134K
62.5K $11.7M
NVDA
Nvidia Corp

Technology
11.7K
+ 1.17%
$98.91 - $134.91 $1.15M - $1.57M
1.01M $122M
MSFT
Microsoft Corp

Technology
274
+ 0.37%
$395.15 - $467.56 $108K - $128K
74.7K $32.1M
QCOM
Qualcomm Inc

Technology
42
+ 0.09%
$156.12 - $209.64 $6.56K - $8.8K
48.9K $8.31M
Activity Summary
Buys All Purchases 72 New Holdings 9 Increased Positions 63 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 1
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