Number of Shares
9,793
Previous 8,503 15.17%
Holding current value
$656 Million
Previous $510 Million 28.54%
% of portfolio
0.29%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

BUY
N/A
1,290 Added 15.17%
9,793 $656 Million
Q3 2024

Oct 21, 2024

BUY
N/A
268 Added 3.25%
8,503 $510 Million
Q2 2024

Jul 10, 2024

BUY
N/A
300 Added 3.78%
8,235 $417 Million
Q1 2024

May 15, 2024

BUY
N/A
7,935 New
7,935 $427 Million
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.