Number of Shares
170,918
Previous 170,944 0.02%
Holding current value
$5.09 Billion
Previous $4.97 Billion 2.39%
% of portfolio
2.01%
Previous 2.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
N/A
-26 Reduced 0.02%
170,918 $5.09 Billion
Q2 2024

Jul 10, 2024

SELL
N/A
-1,650 Reduced 0.96%
170,944 $4.97 Billion
Q1 2024

May 15, 2024

BUY
N/A
6,561 Added 3.95%
172,594 $5.05 Billion
Q3 2023

Nov 09, 2023

BUY
N/A
166,033 New
166,033 $4.18 Billion
Track This Portfolio

Track Sweeney & Michel, LLC Portfolio

Follow Sweeney & Michel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sweeney & Michel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweeney & Michel, LLC with notifications on news.