Richard C. Young & Co., Ltd. Purchases and Sells in Q1 2024

Richard C. Young & Co., Ltd.

$750 Million
Q1 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	35.1K + 1671.01%	$367.75 - $429.37 $12.9M - $15.1M	37.2K $15.7M
PFE	224K + 115.9%	$25.89 - $29.73 $5.8M - $6.66M	418K $11.6M
XOM	668 + 0.38%	$96.8 - $116.24 $64.7K - $77.6K	174K $20.3M
ORCL	747 + 0.71%	$102.46 - $129.24 $76.5K - $96.5K	105K $13.2M
WMT	128K + 221.27%	$58.61 - $175.86 $7.5M - $22.5M	186K $11.2M
CMI	110 + 0.3%	$229.21 - $294.69 $25.2K - $32.4K	36.5K $10.7M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	13.5K New	$1049.01 - $1407.01 $14.2M - $19M	13.5K $17.9M
AMZN	85.7K New	$144.57 - $180.38 $12.4M - $15.5M	85.7K $15.5M
GOOGL	102K New	$131.4 - $153.51 $13.4M - $15.6M	102K $15.4M
JPM	47.9K New	$167.09 - $200.3 $8.01M - $9.6M	47.9K $9.6M
ABBV	13.9K New	$159.82 - $182.1 $2.22M - $2.53M	13.9K $2.53M
AAPL	13.7K New	$169.0 - $195.18 $2.31M - $2.67M	13.7K $2.34M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	-79.7K - 98.17%	$139.08 - $161.22 $11.1M - $12.9M	1.49K $221K
NVS	-5.56K - 4.05%	$95.27 - $108.47 $529K - $603K	132K $12.7M
MCD	-741 - 1.75%	$278.58 - $300.53 $206K - $223K	41.5K $11.7M
FTS	-3.96K - 1.35%	$38.48 - $42.01 $152K - $166K	290K $11.5M
SNY	-7.63K - 5.97%	$45.75 - $52.48 $349K - $400K	120K $5.84M
ROK	-372 - 2.02%	$253.28 - $307.22 $94.2K - $114K	18K $5.25M

Activity Summary All Purchases 39 New Holdings 10 Increased Positions 29 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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