Stockman Wealth Management, Inc. Sells in Q4 2024

Stockman Wealth Management, Inc.

  • $620 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-14.4K
- 83.89%
$873.59 - $994.69 $12.6M - $14.3M
2.77K $2.54M
IBM
International Business Machines Corp

Technology
-6.58K
- 9.05%
$204.9 - $238.04 $1.35M - $1.57M
66.1K $14.5M
PFE
Pfizer Inc

Healthcare
-9.73K
- 3.25%
$24.8 - $30.19 $241K - $294K
289K $7.68M
SLB
Schlumberger Limited

Energy
-2.27K
- 1.18%
$36.83 - $45.59 $83.5K - $103K
190K $7.3M
MCK
Mckesson Corp

Healthcare
-1.67K
- 57.02%
$482.27 - $628.5 $805K - $1.05M
1.26K $717K
XLP
Consumer Staples Sector Spdr

ETFs
-4.99K
- 9.7%
N/A
46.5K $3.53M
LLY
Eli Lilly & CO

Healthcare
-25
- 1.5%
$727.2 - $932.06 $18.2K - $23.3K
1.64K $1.26M
JNJ
Johnson & Johnson

Healthcare
-316
- 4.23%
$143.34 - $165.86 $45.3K - $52.4K
7.15K $1.03M
QCOM
Qualcomm Inc

Technology
-365
- 5.43%
$150.4 - $178.04 $54.9K - $65K
6.36K $976K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-8.22K
- 25.32%
$17.65 - $18.18 $145K - $149K
24.2K $428K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-62
- 0.44%
$75.1 - $82.99 $4.66K - $5.15K
13.9K $1.05M
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
-5.8K
- 16.67%
$14.97 - $17.52 $86.9K - $102K
29K $444K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-292
- 5.85%
$521.84 - $558.82 $152K - $163K
4.7K $2.53M
ABBV
Abb Vie Inc.

Healthcare
-276
- 10.54%
$164.99 - $203.87 $45.5K - $56.3K
2.34K $416K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.75K
- 10.36%
$48.48 - $49.47 $84.9K - $86.6K
15.2K $737K
KO
Coca Cola CO

Consumer Defensive
-95
- 1.02%
$61.74 - $71.71 $5.87K - $6.81K
9.19K $571K
ICLN
Ishares

ETFs
-3.77K
- 26.62%
$11.35 - $14.51 $42.8K - $54.7K
10.4K $118K
PSX
Phillips 66

Energy
-280
- 9.28%
$110.35 - $138.93 $30.9K - $38.9K
2.74K $311K
NVDA
Nvidia Corp

Technology
-1.05K
- 21.89%
$117.0 - $148.88 $122K - $156K
3.73K $500K
ZTS
Zoetis Inc.

Healthcare
-100
- 5.6%
$162.24 - $194.42 $16.2K - $19.4K
1.69K $274K
VB
Vanguard Small Cap ETF

ETFs
-319
- 13.25%
$233.76 - $261.58 $74.6K - $83.4K
2.09K $501K
ORCL
Oracle Corp

Technology
-269
- 4.4%
$165.41 - $192.43 $44.5K - $51.8K
5.84K $973K
USAC
Usa Compression Partners, LP

Energy
-4K
- 8.16%
$21.54 - $23.99 $86.2K - $96K
45K $1.06M
F
Ford Motor CO

Consumer Cyclical
-4K
- 13.05%
$9.69 - $11.4 $38.8K - $45.6K
26.6K $263K
NEE
Nextera Energy Inc

Utilities
-193
- 5.89%
$69.77 - $85.43 $13.5K - $16.5K
3.08K $221K
O
Realty Income Corp

Real Estate
-254
- 6.24%
$51.76 - $64.71 $13.1K - $16.4K
3.82K $203K
TGT
Target Corp

Consumer Defensive
-70
- 3.21%
$121.59 - $160.69 $8.51K - $11.2K
2.11K $285K
ABT
Abbott Laboratories

Healthcare
-405
- 6.57%
$111.93 - $119.39 $45.3K - $48.4K
5.76K $651K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-655
- 2.9%
$24.82 - $25.48 $16.3K - $16.7K
21.9K $545K
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.26%
$288.47 - $316.54 $1.44K - $1.58K
1.93K $559K
BDX
Becton Dickinson & CO

Healthcare
-9
- 0.58%
$220.02 - $243.75 $1.98K - $2.19K
1.54K $349K
UNP
Union Pacific Corp

Industrials
-3
- 0.25%
$223.15 - $249.32 $669 - $748
1.18K $268K
RTX
Raytheon Technologies Corp

Industrials
-21
- 1.03%
$114.45 - $127.21 $2.4K - $2.67K
2.03K $234K
ITW
Illinois Tool Works Inc

Industrials
-6
- 0.61%
$253.56 - $278.5 $1.52K - $1.67K
980 $248K
MO
Altria Group, Inc.

Consumer Defensive
-260
- 5.99%
$49.06 - $57.74 $12.8K - $15K
4.08K $213K
CRH.L
Crh PLC

Basic Materials
-1.14K
- 0.91%
N/A
124K $0
BMY
Bristol Myers Squibb CO

Healthcare
-318
- 7.62%
$51.92 - $59.94 $16.5K - $19.1K
3.86K $218K
GBCI
Glacier Bancorp, Inc.

Financial Services
-715
- 7.34%
$44.09 - $58.89 $31.5K - $42.1K
9.03K $453K
SCHW
Schwab Charles Corp

Financial Services
-211
- 6.71%
$63.31 - $82.85 $13.4K - $17.5K
2.94K $217K
PKG
Packaging Corp Of America

Consumer Cyclical
-6
- 0.31%
$211.98 - $248.85 $1.27K - $1.49K
1.9K $427K
DIS
Walt Disney CO

Communication Services
-153
- 4.54%
$92.39 - $117.6 $14.1K - $18K
3.22K $358K
IDCC
Inter Digital, Inc.

Communication Services
-489
- 19.56%
$142.61 - $200.59 $69.7K - $98.1K
2.01K $389K
WFC
Wells Fargo & Company

Financial Services
-101
- 2.42%
$54.98 - $77.35 $5.55K - $7.81K
4.07K $285K
EMR
Emerson Electric CO

Industrials
-265
- 3.5%
$108.13 - $134.33 $28.7K - $35.6K
7.32K $906K
FIBK
First Interstate Bancsystem Inc

Financial Services
-2.15K
- 2.25%
$29.32 - $35.47 $62.9K - $76.1K
93.4K $3.03M
XLC
Select Sector Spdr Tr Communic

ETFs
-71
- 0.33%
$89.66 - $102.16 $6.37K - $7.25K
21.6K $2.09M
GOOG
Alphabet Inc.

Communication Services
-1
- 0.01%
$163.08 - $198.16 $163 - $198
7.97K $1.52M
TSLA
Tesla, Inc.

Consumer Cyclical
-45
- 2.4%
$213.65 - $479.86 $9.61K - $21.6K
1.83K $739K
XLY
Select Sector Spdr Consumer Di

ETFs
-375
- 1.91%
$194.8 - $239.43 $73.1K - $89.8K
19.2K $4.32M
Activity Summary
Buys All Purchases 82 New Holdings 5 Increased Positions 77 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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