Walter & Keenan Wealth Management LLC Purchases in Q4 2024

Walter & Keenan Wealth Management LLC

  • $328 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
204
+ 1.8%
$11.09 - $12.09 $2.26K - $2.47K
11.6K $129K
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 0.38%
$285.5 - $335.62 $1.43K - $1.68K
1.34K $387K
ACN
Accenture PLC

Technology
8
+ 0.1%
$343.9 - $376.86 $2.75K - $3.01K
7.8K $2.74M
WM
Waste Management Inc

Industrials
16
+ 0.49%
$201.79 - $228.46 $3.23K - $3.66K
3.26K $658K
ELS
Equity Lifestyle Properties Inc

Real Estate
3
+ 0.08%
$66.06 - $72.51 $198 - $218
3.83K $255K
DUK
Duke Energy Corp

Utilities
38
+ 1.32%
$105.76 - $120.76 $4.02K - $4.59K
2.91K $313K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.12%
$209.89 - $233.24 $630 - $700
2.43K $515K
NOC
Northrop Grumman Corp

Industrials
6
+ 1.04%
$466.52 - $543.88 $2.8K - $3.26K
581 $272K
NKE
Nike, Inc.

Consumer Cyclical
20
+ 0.64%
$73.36 - $89.13 $1.47K - $1.78K
3.13K $236K
GXO
Gxo Logistics, Inc.

Industrials
11
+ 0.2%
$41.93 - $63.02 $461 - $693
5.41K $235K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.32K
+ 4.8%
$67.29 - $73.38 $88.5K - $96.5K
28.7K $1.95M
ITW
Illinois Tool Works Inc

Industrials
13
+ 0.17%
$253.56 - $278.5 $3.3K - $3.62K
7.8K $1.98M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 1.01%
$501.29 - $612.85 $4.01K - $4.9K
800 $416K
AEP
American Electric Power CO Inc

Utilities
57
+ 0.7%
$90.91 - $102.21 $5.18K - $5.83K
8.23K $759K
SO
Southern CO

Utilities
49
+ 0.46%
$81.5 - $94.15 $3.99K - $4.61K
10.8K $886K
VTV
Vanguard Value ETF

ETFs
16
+ 0.09%
$168.32 - $181.87 $2.69K - $2.91K
16.9K $2.86M
MSFT
Microsoft Corp

Technology
550
+ 1.49%
$406.35 - $454.46 $223K - $250K
37.5K $15.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
76.3K
+ 200.01%
$26.93 - $84.95 $2.06M - $6.49M
115K $3.13M
CSWI
Csw Industrials, Inc.

Industrials
1
+ 0.01%
$352.8 - $432.01 $353 - $432
8K $2.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
78
+ 0.3%
$55.45 - $61.08 $4.33K - $4.76K
26.4K $1.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 0.15%
$442.29 - $483.08 $15.5K - $16.9K
23.1K $10.5M
DHR
Danaher Corp

Healthcare
8
+ 0.17%
$226.16 - $274.52 $1.81K - $2.2K
4.59K $1.05M
XOM
Exxon Mobil Corp

Energy
103
+ 0.39%
$105.51 - $125.37 $10.9K - $12.9K
26.8K $2.88M
UNH
Unitedhealth Group Inc

Healthcare
9
+ 0.25%
$485.52 - $625.25 $4.37K - $5.63K
3.58K $1.81M
KO
Coca Cola CO

Consumer Defensive
19
+ 0.05%
$61.74 - $71.71 $1.17K - $1.36K
40K $2.49M
Activity Summary
Buys All Purchases 76 New Holdings 6 Increased Positions 70 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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