Private Wealth Strategies, L.L.C. Sells in Q2 2024

Private Wealth Strategies, L.L.C.

  • $490 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-1K
- 22.87%
$144.38 - $157.78 $145K - $158K
3.38K $494K
PEP
Pepsico Inc

Consumer Defensive
-30
- 1.03%
$163.33 - $183.11 $4.9K - $5.49K
2.88K $474K
PG
Procter & Gamble CO

Consumer Defensive
-242
- 3.73%
$155.33 - $168.56 $37.6K - $40.8K
6.25K $1.03M
LMT
Lockheed Martin Corp

Industrials
-65
- 8.11%
$447.57 - $471.51 $29.1K - $30.6K
736 $343K
XLE
Energy Sector Spdr

ETFs
-21
- 0.56%
$88.04 - $98.08 $1.85K - $2.06K
3.76K $342K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-988
- 0.76%
$9.37 - $10.56 $9.26K - $10.4K
129K $1.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-211
- 1.64%
$455.1 - $504.28 $96K - $106K
12.7K $6.34M
AAPL
Apple Inc.

Technology
-1.05K
- 3.28%
$165.0 - $216.67 $173K - $228K
31K $6.52M
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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