W.G. Shaheen & Associates Dba Whitney & CO New Holdings in Q3 2024

W.G. Shaheen & Associates Dba Whitney & CO

  • $915 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
110K
New
$59.7 - $93.78 $6.6M - $10.4M
110K $7.29M
IQLT
Ishares Msci Intl Quality Fact

ETFs
27.3K
New
$37.37 - $41.82 $1.02M - $1.14M
27.3K $1.13M
VIG
Vanguard Dividend Appreciation

ETFs
1.61K
New
$182.15 - $182.15 $294K - $294K
1.61K $293K
CAT
Caterpillar Inc

Industrials
687
New
$316.8 - $391.12 $218K - $269K
687 $268K
SHW
Sherwin Williams CO

Basic Materials
660
New
$294.65 - $384.0 $194K - $253K
660 $251K
IT
Gartner Inc

Technology
442
New
$441.32 - $516.47 $195K - $228K
442 $223K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.03K
New
$58.01 - $69.08 $176K - $209K
3.03K $205K
MA
Mastercard Inc

Financial Services
409
New
$429.6 - $500.99 $176K - $205K
409 $201K
NCR
Ncr Corp

Technology
10K
New
N/A
10K $157K
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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