Personal Cfo Solutions, LLC Sells in Q4 2024

Personal Cfo Solutions, LLC

  • $497 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
-42
- 0.02%
$271.57 - $301.89 $11.4K - $12.7K
194K $53.5M
ACN
Accenture PLC

Technology
-5.48K
- 47.69%
$343.9 - $376.86 $1.88M - $2.07M
6.01K $2.11M
NVO
Novo Nordisk A S

Healthcare
-3.77K
- 12.2%
$85.0 - $120.04 $320K - $453K
27.1K $2.33M
CVS
Cvs Health Corp

Healthcare
-16.7K
- 62.49%
$43.78 - $67.46 $731K - $1.13M
10K $449K
MRK
Merck & Co., Inc.

Healthcare
-2.95K
- 5.16%
$96.31 - $114.76 $284K - $339K
54.2K $5.39M
SPG
Simon Property Group Inc

Real Estate
-6.14K
- 70.93%
$167.23 - $183.84 $1.03M - $1.13M
2.52K $433K
ABBV
Abb Vie Inc.

Healthcare
-3.8K
- 33.56%
$164.99 - $203.87 $626K - $774K
7.52K $1.34M
CI
Cigna Corp

Healthcare
-2.3K
- 73.61%
$265.59 - $358.58 $611K - $825K
825 $227K
DHI
Horton D R Inc

Consumer Cyclical
-3.39K
- 61.32%
$137.24 - $194.56 $465K - $660K
2.14K $299K
TPR
Tapestry, Inc.

Consumer Cyclical
-16.4K
- 82.0%
$43.54 - $66.18 $715K - $1.09M
3.61K $235K
NUE
Nucor Corp

Basic Materials
-3.44K
- 54.99%
$115.78 - $167.74 $398K - $577K
2.81K $328K
XOM
Exxon Mobil Corp

Energy
-2.57K
- 8.48%
$105.51 - $125.37 $271K - $322K
27.7K $2.98M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.28K
- 24.09%
$88.71 - $114.86 $291K - $376K
10.3K $953K
RACE
Ferrari N.V.

Consumer Cyclical
-875
- 23.24%
$422.83 - $490.34 $370K - $429K
2.89K $1.23M
LEN
Lennar Corp

Consumer Cyclical
-564
- 6.52%
$136.2 - $188.96 $76.8K - $107K
8.09K $1.1M
ICLR
Icon PLC

Healthcare
-155
- 2.79%
$187.22 - $297.57 $29K - $46.1K
5.39K $1.13M
ADBE
Adobe Inc.

Technology
-46
- 0.79%
$437.39 - $552.96 $20.1K - $25.4K
5.8K $2.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-129
- 3.74%
$501.29 - $612.85 $64.7K - $79.1K
3.32K $1.73M
ITT
Itt Inc.

Industrials
-59
- 0.1%
$140.12 - $159.62 $8.27K - $9.42K
59.5K $8.5M
GD
General Dynamics Corp

Industrials
-18
- 0.18%
$260.28 - $314.03 $4.69K - $5.65K
9.86K $2.6M
JNJ
Johnson & Johnson

Healthcare
-896
- 6.6%
$143.34 - $165.86 $128K - $149K
12.7K $1.83M
NOW
Service Now, Inc.

Technology
-869
- 25.82%
$867.18 - $1148.42 $754K - $998K
2.5K $2.65M
MPC
Marathon Petroleum Corp

Energy
-1.32K
- 19.07%
$131.65 - $174.84 $173K - $230K
5.59K $779K
CSCO
Cisco Systems, Inc.

Technology
-7.82K
- 38.55%
$52.45 - $60.02 $410K - $470K
12.5K $738K
IRM
Iron Mountain Inc

Real Estate
-2.57K
- 51.21%
$101.62 - $128.14 $261K - $329K
2.45K $257K
CAT
Caterpillar Inc

Industrials
-770
- 54.42%
$360.37 - $416.88 $277K - $321K
645 $233K
PFE
Pfizer Inc

Healthcare
-3.73K
- 4.19%
$24.8 - $30.19 $92.4K - $112K
85.1K $2.26M
NU
Nu Holdings Ltd.

Financial Services
-10.1K
- 16.29%
$10.24 - $15.89 $104K - $161K
52K $538K
TSLA
Tesla, Inc.

Consumer Cyclical
-6.81K
- 39.46%
$213.65 - $479.86 $1.46M - $3.27M
10.4K $4.22M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-1.01K
- 0.8%
$45.83 - $48.07 $46.5K - $48.7K
126K $5.8M
HON
Honeywell International Inc

Industrials
-1.83K
- 29.77%
$202.84 - $236.0 $372K - $432K
4.32K $976K
AWK
American Water Works Company, Inc.

Utilities
-1.74K
- 49.38%
$123.83 - $146.07 $216K - $254K
1.79K $222K
PEP
Pepsico Inc

Consumer Defensive
-1.06K
- 17.9%
$151.29 - $176.1 $160K - $186K
4.84K $735K
IT
Gartner Inc

Technology
-434
- 24.91%
$481.22 - $551.8 $209K - $239K
1.31K $633K
CMCSA
Comcast Corp

Communication Services
-519
- 0.97%
$37.39 - $45.14 $19.4K - $23.4K
53K $1.99M
AMGN
Amgen Inc

Healthcare
-121
- 3.62%
$258.78 - $328.31 $31.3K - $39.7K
3.23K $840K
T
At&T Inc.

Communication Services
-13.6K
- 14.29%
$21.22 - $23.88 $289K - $325K
81.7K $1.86M
AON
Aon PLC

Financial Services
-794
- 19.52%
$344.14 - $393.31 $273K - $312K
3.27K $1.18M
EMR
Emerson Electric CO

Industrials
-2.6K
- 41.44%
$108.13 - $134.33 $281K - $350K
3.68K $455K
STE
Steris PLC

Healthcare
-379
- 9.39%
$204.34 - $235.7 $77.4K - $89.3K
3.66K $751K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-715
- 21.27%
$128.36 - $186.0 $91.8K - $133K
2.65K $340K
CTRA
Coterra Energy Inc.

Energy
-9.27K
- 30.66%
$22.71 - $27.63 $211K - $256K
21K $535K
HES
Hess Corp

Energy
-1.25K
- 20.65%
$127.66 - $148.65 $160K - $186K
4.8K $638K
INTC
Intel Corp

Technology
-5.72K
- 30.23%
$19.07 - $26.23 $109K - $150K
13.2K $264K
PLD
Prologis, Inc.

Real Estate
-917
- 24.62%
$101.4 - $126.96 $93K - $116K
2.81K $296K
PPG
Ppg Industries Inc

Basic Materials
-930
- 20.09%
$119.09 - $131.37 $111K - $122K
3.7K $441K
SO
Southern CO

Utilities
-563
- 3.91%
$81.5 - $94.15 $45.9K - $53K
13.8K $1.14M
AMD
Advanced Micro Devices Inc

Technology
-351
- 13.13%
$118.88 - $172.8 $41.7K - $60.7K
2.32K $280K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.14K
- 34.16%
$107.06 - $123.74 $122K - $141K
2.2K $240K
Activity Summary
Buys All Purchases 242 New Holdings 67 Increased Positions 175 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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