W.G. Shaheen & Associates Dba Whitney & CO Sells in Q2 2025

W.G. Shaheen & Associates Dba Whitney & CO

  • $963 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-484
- 0.09%
$172.42 - $223.89 $83.5K - $108K
557K $114M
MU
Micron Technology Inc

Technology
-69.9K
- 90.19%
$64.72 - $127.91 $4.52M - $8.94M
7.6K $937K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-65K
- 29.86%
N/A
153K $9.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.11K
- 73.31%
$496.48 - $617.85 $1.05M - $1.3M
767 $473K
LOW
Lowes Companies Inc

Consumer Cyclical
-30
- 0.05%
$210.83 - $235.28 $6.32K - $7.06K
55.5K $12.3M
PAYX
Paychex Inc

Industrials
-786
- 1.42%
$137.01 - $159.78 $108K - $126K
54.4K $7.92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.84K
- 32.65%
$96.84 - $99.46 $372K - $382K
7.92K $785K
AMGN
Amgen Inc

Healthcare
-15
- 0.17%
$262.28 - $309.85 $3.93K - $4.65K
9.07K $2.53M
JNJ
Johnson & Johnson

Healthcare
-715
- 7.06%
$146.36 - $159.82 $105K - $114K
9.41K $1.44M
HSY
Hershey CO

Consumer Defensive
-205
- 0.6%
$151.29 - $173.13 $31K - $35.5K
33.9K $5.63M
XOM
Exxon Mobil Corp

Energy
-125
- 1.16%
$99.93 - $119.04 $12.5K - $14.9K
10.6K $1.14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-841
- 0.59%
$63.54 - $68.5 $53.4K - $57.6K
142K $9.57M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 1.17%
$157.66 - $172.39 $15.8K - $17.2K
8.47K $1.35M
UPS
United Parcel Service Inc

Industrials
-343
- 6.59%
$91.92 - $110.2 $31.5K - $37.8K
4.86K $490K
ISRG
Intuitive Surgical Inc

Healthcare
-173
- 22.76%
$451.58 - $565.94 $78.1K - $97.9K
587 $318K
AEP
American Electric Power CO Inc

Utilities
-250
- 4.46%
$98.59 - $109.11 $24.6K - $27.3K
5.35K $555K
VTV
Vanguard Value ETF

ETFs
-225
- 16.07%
$153.67 - $176.74 $34.6K - $39.8K
1.18K $207K
ACN
Accenture PLC

Technology
-4
- 0.57%
$279.23 - $323.21 $1.12K - $1.29K
702 $209K
CNHI
Cnh Industrial N.V.

Industrials
-758
- 0.15%
N/A
512K $5.34M
XLP
Consumer Staples Sector Spdr

ETFs
-11
- 0.19%
N/A
5.77K $438K
CARR
Carrier Global Corp

Industrials
-338
- 8.58%
$55.55 - $75.83 $18.8K - $25.6K
3.6K $263K
BX
Blackstone Inc.

Financial Services
-55
- 1.99%
$120.07 - $151.11 $6.6K - $8.31K
2.71K $405K
CSCO
Cisco Systems, Inc.

Technology
-18
- 0.16%
$53.19 - $69.38 $957 - $1.25K
11.6K $801K
IDXX
Idexx Laboratories Inc

Healthcare
-40
- 4.08%
$361.04 - $536.34 $14.4K - $21.5K
940 $504K
RRC
Range Resources Corp

Energy
-320
- 0.16%
$32.1 - $43.23 $10.3K - $13.8K
203K $8.27M
XLK
Technology Sector Spdr

ETFs
-55
- 0.95%
$179.73 - $253.23 $9.89K - $13.9K
5.72K $1.45M
CCJ
Cameco Corp

Energy
-95.9K
- 42.26%
$36.68 - $74.46 $3.52M - $7.14M
131K $9.73M
NKE
Nike, Inc.

Consumer Cyclical
-2.47K
- 2.0%
$53.27 - $72.04 $132K - $178K
121K $8.59M
ORCL
Oracle Corp

Technology
-100
- 0.85%
$122.82 - $218.63 $12.3K - $21.9K
11.7K $2.55M
RYAAY
Ryanair Holdings PLC

Industrials
-54.3K
- 20.09%
$39.21 - $57.84 $2.13M - $3.14M
216K $12.5M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-73
- 0.18%
$160.22 - $209.35 $11.7K - $15.3K
39.6K $8.29M
GOOGL
Alphabet Inc.

Communication Services
-1.33K
- 1.28%
$144.7 - $178.6 $193K - $238K
103K $18.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-60
- 1.85%
$4164.15 - $5789.24 $250K - $347K
3.19K $18.4M
JPM
Jpmorgan Chase & CO

Financial Services
-1.21K
- 1.29%
$210.28 - $289.91 $254K - $350K
92.5K $26.8M
META
Meta Platforms, Inc.

Communication Services
-219
- 0.41%
$484.66 - $738.09 $106K - $162K
53.4K $39.4M
AVGO
Broadcom Inc.

Technology
-1.26K
- 1.16%
$146.29 - $275.65 $184K - $347K
107K $29.5M
MSFT
Microsoft Corp

Technology
-365
- 0.33%
$354.56 - $497.45 $129K - $182K
111K $55M
Activity Summary
Buys All Purchases 64 New Holdings 11 Increased Positions 53 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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