Private Wealth Partners, LLC Sells in Q3 2024

Private Wealth Partners, LLC

  • $1.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-38.5K
- 14.57%
$395.15 - $467.56 $15.2M - $18M
226K $97.1M
GOOGL
Alphabet Inc.

Communication Services
-73.8K
- 17.14%
$148.65 - $191.18 $11M - $14.1M
357K $59.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-65.6K
- 17.82%
$161.02 - $200.0 $10.6M - $13.1M
303K $56.4M
GOOG
Alphabet Inc.

Communication Services
-48.4K
- 24.57%
$149.54 - $192.66 $7.23M - $9.32M
148K $24.8M
MCK
Mckesson Corp

Healthcare
-13.3K
- 26.8%
$479.06 - $630.38 $6.35M - $8.36M
36.2K $17.9M
MRK
Merck & Co., Inc.

Healthcare
-50.5K
- 14.8%
$111.15 - $128.97 $5.61M - $6.51M
291K $33M
JPM
Jpmorgan Chase & CO

Financial Services
-51.9K
- 22.84%
$194.9 - $224.8 $10.1M - $11.7M
175K $37M
GS
Goldman Sachs Group Inc

Financial Services
-20.5K
- 31.52%
$459.02 - $510.25 $9.42M - $10.5M
44.6K $22.1M
NVDA
Nvidia Corp

Technology
-39.4K
- 4.86%
$98.91 - $134.91 $3.9M - $5.32M
772K $93.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16K
- 21.06%
$531.86 - $624.21 $8.51M - $9.99M
60K $37.1M
V
Visa Inc.

Financial Services
-24.8K
- 12.58%
$253.74 - $291.56 $6.29M - $7.23M
172K $47.3M
AAPL
Apple Inc.

Technology
-71.6K
- 11.92%
$207.23 - $234.82 $14.8M - $16.8M
529K $123M
ADBE
Adobe Inc.

Technology
-1.66K
- 3.55%
$508.13 - $586.55 $841K - $971K
45.1K $23.3M
KLAC
Kla Corp

Technology
-2K
- 86.96%
$696.17 - $892.35 $1.39M - $1.78M
300 $232K
GILD
Gilead Sciences, Inc.

Healthcare
-15.1K
- 62.65%
$66.59 - $83.99 $1.01M - $1.27M
9K $754K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-37.3K
- 40.62%
$72.18 - $107.33 $2.69M - $4M
54.5K $5.78M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.99K
- 53.49%
$236.42 - $259.82 $470K - $517K
1.73K $445K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-7.9K
- 16.32%
$50.15 - $50.66 $396K - $400K
40.5K $2.05M
BA
Boeing CO

Industrials
-805
- 18.44%
$152.04 - $190.6 $122K - $153K
3.56K $541K
ADI
Analog Devices Inc

Technology
-1.05K
- 3.7%
$200.56 - $243.33 $210K - $255K
27.3K $6.29M
SNPS
Synopsys Inc

Technology
-90
- 6.84%
$463.97 - $621.3 $41.8K - $55.9K
1.23K $620K
DVN
Devon Energy Corp

Energy
-2.1K
- 21.32%
$37.87 - $48.65 $79.5K - $102K
7.75K $303K
BAC
Bank Of America Corp

Financial Services
-2K
- 10.02%
$36.65 - $44.13 $73.3K - $88.3K
18K $712K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-13.6K
- 4.94%
$33.2 - $41.73 $453K - $569K
262K $10.9M
J P Morgan Exchange Traded F
-12.6K
- 30.68%
N/A
28.5K $0
JGRO
J P Morgan Exchange Traded Fd
-1.5K
- 3.85%
N/A
37.5K $0
GDOC
Goldman Sachs ETF Tr Future He
-1K
- 2.7%
N/A
36K $0
IYY
Ishares Tr

ETFs
-16
- 0.56%
$125.77 - $139.59 $2.01K - $2.23K
2.82K $393K
D
Dominion Energy, Inc

Utilities
-5
- 0.07%
$48.01 - $58.53 $240 - $293
7.2K $415K
PG
Procter & Gamble CO

Consumer Defensive
-1.07K
- 3.27%
$160.76 - $177.82 $172K - $190K
31.6K $5.47M
CCI
Crown Castle International Corp

Real Estate
-200
- 3.85%
$95.29 - $120.24 $19.1K - $24K
5K $593K
CRM
Salesforce, Inc.

Technology
-604
- 3.94%
$238.42 - $276.53 $144K - $167K
14.7K $4.03M
AWK
American Water Works Company, Inc.

Utilities
-1K
- 6.11%
$127.76 - $149.9 $128K - $150K
15.4K $2.25M
VTI
Vanguard Total Stock Market Et

ETFs
-125
- 0.8%
$255.18 - $283.2 $31.9K - $35.4K
15.4K $4.37M
IVV
Ishares Core S&P 500 ETF

ETFs
-85
- 0.94%
$520.18 - $576.82 $44.2K - $49K
8.96K $5.17M
GDV
Gabelli Dividend & Income Trust

Financial Services
-350
- 0.25%
$22.05 - $24.45 $7.72K - $8.56K
138K $3.38M
WMT
Walmart Inc.

Consumer Defensive
-61
- 0.33%
$66.91 - $81.4 $4.08K - $4.97K
18.7K $1.51M
TSLA
Tesla, Inc.

Consumer Cyclical
-91
- 1.06%
$191.76 - $263.26 $17.5K - $24K
8.51K $2.23M
MCD
Mcdonalds Corp

Consumer Cyclical
-68
- 0.52%
$245.82 - $304.51 $16.7K - $20.7K
13.1K $3.99M
DHR
Danaher Corp

Healthcare
-5.18K
- 5.17%
$239.25 - $280.76 $1.24M - $1.45M
94.9K $26.4M
BSX
Boston Scientific Corp

Healthcare
-720
- 0.31%
$72.96 - $84.0 $52.5K - $60.5K
232K $19.5M
ZTS
Zoetis Inc.

Healthcare
-827
- 1.06%
$172.58 - $196.48 $143K - $162K
77K $15M
ABBV
Abb Vie Inc.

Healthcare
-295
- 0.2%
$163.84 - $199.33 $48.3K - $58.8K
146K $28.9M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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