Oak Harbor Wealth Partners, LLC Sells in Q3 2024

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
-2
- 0.13%
$446.32 - $527.38 $893 - $1.05K
1.53K $789K
SO
Southern CO

Utilities
-1.25K
- 6.37%
$77.0 - $90.52 $95.9K - $113K
18.3K $1.65M
TFC
Truist Financial Corp

Financial Services
-220
- 0.57%
$38.22 - $44.94 $8.41K - $9.89K
38.7K $1.65M
BX
Blackstone Inc.

Financial Services
-100
- 1.79%
$120.77 - $159.66 $12.1K - $16K
5.48K $838K
V
Visa Inc.

Financial Services
-256
- 1.23%
$253.74 - $291.56 $65K - $74.6K
20.5K $5.65M
CB
Chubb LTD

Financial Services
-209
- 2.77%
$252.51 - $292.2 $52.8K - $61.1K
7.35K $2.12M
DE
Deere & CO

Industrials
-50
- 0.89%
$344.84 - $418.0 $17.2K - $20.9K
5.54K $2.31M
BBY
Best Buy CO Inc

Consumer Cyclical
-863
- 4.95%
$80.23 - $103.29 $69.2K - $89.1K
16.6K $1.71M
WMT
Walmart Inc.

Consumer Defensive
-2.94K
- 6.97%
$66.91 - $81.4 $197K - $239K
39.2K $3.17M
PEN
Penumbra Inc

Healthcare
-100
- 0.3%
$163.64 - $210.12 $16.4K - $21K
33.7K $6.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-524
- 0.99%
$475.2 - $527.7 $249K - $277K
52.2K $27.6M
AAPL
Apple Inc.

Technology
-575
- 0.94%
$207.23 - $234.82 $119K - $135K
60.4K $14.1M
Activity Summary
Buys All Purchases 90 New Holdings 9 Increased Positions 81 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 0
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