Wealth Trust Axiom LLC Sells in Q4 2024

Wealth Trust Axiom LLC

  • $328 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MNTX
Manitex International, Inc.

Industrials
-269K
- 33.82%
$5.63 - $5.8 $1.52M - $1.56M
527K $3.06M
IRM
Iron Mountain Inc

Real Estate
-2.14K
- 4.42%
$101.62 - $128.14 $218K - $274K
46.3K $4.86M
NVS
Novartis Ag

Healthcare
-975
- 2.8%
$96.78 - $117.18 $94.4K - $114K
33.8K $3.29M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-3.08K
- 0.9%
$4.81 - $6.44 $14.8K - $19.8K
338K $1.63M
VZ
Verizon Communications Inc

Communication Services
-392
- 0.33%
$39.6 - $45.21 $15.5K - $17.7K
117K $4.67M
MATV
Schweitzer Mauduit International Inc

Basic Materials
-12.9K
- 18.9%
$10.85 - $17.4 $139K - $224K
55.2K $601K
JNJ
Johnson & Johnson

Healthcare
-577
- 2.84%
$143.34 - $165.86 $82.7K - $95.7K
19.7K $2.86M
UHT
Universal Health Realty Income Trust

Real Estate
-1.48K
- 3.5%
$36.47 - $45.19 $54K - $67K
40.8K $1.52M
ASC
Ardmore Shipping Corp

Industrials
-7.3K
- 13.84%
$11.09 - $18.59 $81K - $136K
45.5K $552K
NEE
Nextera Energy Inc

Utilities
-80
- 0.26%
$69.77 - $85.43 $5.58K - $6.83K
30.1K $2.16M
TD
Toronto Dominion Bank

Financial Services
-220
- 0.76%
$51.56 - $63.8 $11.3K - $14K
28.9K $1.54M
VOD
Vodafone Group Public LTD CO

Communication Services
-9.63K
- 7.21%
$8.37 - $9.95 $80.6K - $95.8K
124K $1.05M
TX
Ternium S.A.

Basic Materials
-1.7K
- 5.89%
$28.78 - $37.56 $48.9K - $63.9K
27.2K $789K
CVS
Cvs Health Corp

Healthcare
-998
- 9.58%
$43.78 - $67.46 $43.7K - $67.3K
9.42K $422K
INTC
Intel Corp

Technology
-665
- 1.16%
$19.07 - $26.23 $12.7K - $17.4K
56.8K $1.14M
GE
General Electric CO

Industrials
-243
- 3.4%
$159.95 - $194.23 $38.9K - $47.2K
6.9K $1.15M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-1.45K
- 1.11%
$18.18 - $19.49 $26.4K - $28.3K
129K $2.35M
IBM
International Business Machines Corp

Technology
-493
- 0.94%
$204.9 - $238.04 $101K - $117K
52K $11.4M
BX
Blackstone Inc.

Financial Services
-1.7K
- 26.7%
$148.45 - $199.05 $253K - $339K
4.68K $806K
RIO
Rio Tinto PLC

Basic Materials
-16
- 0.12%
$58.59 - $71.15 $937 - $1.14K
13K $766K
IDV
Ishares Tr

ETFs
-2.35K
- 7.26%
$27.03 - $29.92 $63.5K - $70.3K
30K $821K
DUK
Duke Energy Corp

Utilities
-103
- 0.65%
$105.76 - $120.76 $10.9K - $12.4K
15.8K $1.7M
ADM
Archer Daniels Midland CO

Consumer Defensive
-871
- 9.59%
$49.38 - $59.52 $43K - $51.8K
8.21K $414K
AMAT
Applied Materials Inc

Technology
-24
- 0.82%
$161.44 - $213.89 $3.87K - $5.13K
2.91K $473K
IRDM
Iridium Communications Inc.

Communication Services
-806
- 1.37%
$27.32 - $33.54 $22K - $27K
58.2K $1.69M
ALC
Alcon Inc

Healthcare
-170
- 2.93%
$83.87 - $99.15 $14.3K - $16.9K
5.63K $477K
PEP
Pepsico Inc

Consumer Defensive
-240
- 7.67%
$151.29 - $176.1 $36.3K - $42.3K
2.89K $439K
ORCL
Oracle Corp

Technology
-370
- 4.78%
$165.41 - $192.43 $61.2K - $71.2K
7.37K $1.23M
STM
St Microelectronics N.V.

Technology
-250
- 1.82%
$24.48 - $28.92 $6.12K - $7.23K
13.5K $335K
SHEL
Shell PLC

Energy
-145
- 0.76%
$60.63 - $70.23 $8.79K - $10.2K
18.9K $1.19M
UL
Unilever PLC

Consumer Defensive
-48
- 0.59%
$56.7 - $64.64 $2.72K - $3.1K
8.11K $459K
MPC
Marathon Petroleum Corp

Energy
-31
- 1.13%
$131.65 - $174.84 $4.08K - $5.42K
2.71K $378K
MCD
Mcdonalds Corp

Consumer Cyclical
-125
- 6.14%
$288.47 - $316.54 $36.1K - $39.6K
1.91K $553K
HLN
Haleon PLC

Healthcare
-860
- 1.55%
$9.23 - $10.71 $7.94K - $9.21K
54.5K $521K
EQNR
Equinor Asa

Energy
-500
- 1.58%
$21.88 - $27.12 $10.9K - $13.6K
31.2K $738K
FITB
Fifth Third Bancorp

Financial Services
-150
- 0.18%
$41.76 - $48.44 $6.26K - $7.27K
82.6K $3.49M
CAT
Caterpillar Inc

Industrials
-15
- 0.93%
$360.37 - $416.88 $5.41K - $6.25K
1.6K $580K
VLO
Valero Energy Corp

Energy
-28
- 0.81%
$118.59 - $144.02 $3.32K - $4.03K
3.41K $417K
ALGN
Align Technology Inc

Healthcare
-11
- 1.13%
$205.03 - $245.32 $2.26K - $2.7K
963 $200K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
-492
- 1.27%
$10.19 - $11.38 $5.01K - $5.6K
38.2K $392K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-5.41K
- 22.17%
$5.98 - $6.61 $32.4K - $35.8K
19K $114K
BP
Bp PLC

Energy
-735
- 6.96%
$28.16 - $33.14 $20.7K - $24.4K
9.82K $290K
PTEN
Patterson Uti Energy Inc

Energy
-8.45K
- 18.2%
$7.26 - $8.7 $61.3K - $73.5K
38K $313K
MTRX
Matrix Service CO

Industrials
-6.25K
- 8.04%
$11.14 - $13.45 $69.7K - $84.1K
71.5K $856K
NOK
Nokia Corp

Technology
-9.5K
- 14.0%
$4.13 - $4.95 $39.2K - $47K
58.4K $258K
XLU
Utilities Sector Spdr

ETFs
-16
- 0.22%
$74.89 - $82.93 $1.2K - $1.33K
7.36K $557K
YUM
Yum Brands Inc

Consumer Cyclical
-160
- 7.53%
$130.36 - $139.54 $20.9K - $22.3K
1.97K $263K
XLV
Select Sector Spdr Fund Health

ETFs
-1
- 0.05%
$136.28 - $154.74 $136 - $155
1.86K $256K
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 0.69%
$244.52 - $284.07 $1.96K - $2.27K
1.15K $283K
Activity Summary
Buys All Purchases 79 New Holdings 6 Increased Positions 73 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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