Prudent Man Advisors, LLC Sells in Q4 2024

Prudent Man Advisors, LLC

  • $271 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
-791
- 9.6%
$156.46 - $195.69 $124K - $155K
7.45K $1.32M
META
Meta Platforms, Inc.

Communication Services
-57
- 4.63%
$554.08 - $632.68 $31.6K - $36.1K
1.17K $691K
COOP
Mr. Cooper Group Inc.

Financial Services
-223
- 8.53%
$87.37 - $101.43 $19.5K - $22.6K
2.39K $229K
PTEN
Patterson Uti Energy Inc

Energy
-1.42K
- 10.13%
$7.26 - $8.7 $10.3K - $12.4K
12.6K $104K
Jacobs Solutions Inc
-424
- 5.29%
N/A
7.6K $0
Labcorp Holdings Inc
-657
- 10.44%
N/A
5.63K $0
PWR
Quanta Services, Inc.

Industrials
-156
- 5.63%
$296.05 - $346.6 $46.2K - $54.1K
2.61K $826K
HON
Honeywell International Inc

Industrials
-594
- 8.09%
$202.84 - $236.0 $120K - $140K
6.75K $1.52M
ADEA
Adeia Inc.

Technology
-1.62K
- 10.63%
$11.43 - $14.61 $18.6K - $23.7K
13.7K $190K
MA
Mastercard Inc

Financial Services
-150
- 5.59%
$491.3 - $536.15 $73.7K - $80.4K
2.53K $1.33M
AME
Ametek Inc

Industrials
-145
- 3.3%
$165.89 - $197.38 $24.1K - $28.6K
4.24K $764K
CSCO
Cisco Systems, Inc.

Technology
-1.67K
- 8.95%
$52.45 - $60.02 $87.4K - $100K
17K $1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-437
- 2.87%
$55.73 - $66.16 $24.4K - $28.9K
14.8K $892K
CARG
Car Gurus, Inc.

Communication Services
-639
- 9.34%
$29.05 - $38.78 $18.6K - $24.8K
6.21K $226K
WMB
Williams Companies, Inc.

Energy
-2.15K
- 12.86%
$46.37 - $59.74 $99.6K - $128K
14.6K $787K
OKE
Oneok Inc

Energy
-289
- 3.95%
$92.28 - $117.05 $26.7K - $33.8K
7.02K $704K
PRIM
Primoris Services Corp

Industrials
-339
- 9.39%
$57.06 - $84.91 $19.3K - $28.8K
3.27K $250K
AAPL
Apple Inc.

Technology
-1.67K
- 6.3%
$221.69 - $259.02 $370K - $432K
24.8K $6.21M
EMR
Emerson Electric CO

Industrials
-1.32K
- 9.11%
$108.13 - $134.33 $143K - $178K
13.2K $1.64M
PAYO
Payoneer Global Inc.

Technology
-3.55K
- 10.3%
$7.59 - $11.05 $26.9K - $39.2K
30.9K $309K
WMT
Walmart Inc.

Consumer Defensive
-1.06K
- 6.86%
$79.1 - $95.7 $83.8K - $101K
14.4K $1.3M
AXON
Axon Enterprise, Inc.

Industrials
-482
- 27.39%
$399.22 - $689.78 $192K - $332K
1.28K $759K
V
Visa Inc.

Financial Services
-241
- 5.49%
$273.87 - $320.91 $66K - $77.3K
4.15K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
-1.79K
- 9.72%
$205.18 - $250.29 $368K - $449K
16.7K $3.99M
GOOGL
Alphabet Inc.

Communication Services
-560
- 6.17%
$161.86 - $196.66 $90.6K - $110K
8.51K $1.61M
DIS
Walt Disney CO

Communication Services
-236
- 2.63%
$92.39 - $117.6 $21.8K - $27.8K
8.73K $972K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-12
- 5.13%
$4100.99 - $5300.34 $49.2K - $63.6K
222 $1.1M
WFC
Wells Fargo & Company

Financial Services
-2.28K
- 11.1%
$54.98 - $77.35 $125K - $176K
18.3K $1.28M
GOOG
Alphabet Inc.

Communication Services
-773
- 6.02%
$163.08 - $198.16 $126K - $153K
12.1K $2.3M
CRM
Salesforce, Inc.

Technology
-235
- 6.07%
$270.87 - $367.87 $63.7K - $86.4K
3.64K $1.22M
NVDA
Nvidia Corp

Technology
-1.84K
- 4.75%
$117.0 - $148.88 $215K - $274K
36.9K $4.95M
AMZN
Amazon Com Inc

Consumer Cyclical
-836
- 5.0%
$180.88 - $232.93 $151K - $195K
15.9K $3.48M
AVGO
Broadcom Inc.

Technology
-970
- 7.05%
$159.67 - $250.0 $155K - $243K
12.8K $2.96M
Activity Summary
Buys All Purchases 23 New Holdings 8 Increased Positions 15 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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