Wedmont Private Capital Purchases in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
382
+ 2.18%
$260.27 - $280.65 $99.4K - $107K
17.9K $4.83M
COLB
Columbia Banking System, Inc.

Financial Services
7.97K
New
$25.29 - $32.01 $202K - $255K
7.97K $215K
IBM
International Business Machines Corp

Technology
1.04K
+ 10.05%
$204.9 - $238.04 $213K - $248K
11.4K $2.5M
MRK
Merck & Co., Inc.

Healthcare
6.28K
+ 21.46%
$96.31 - $114.76 $605K - $721K
35.6K $3.54M
COF
Capital One Financial Corp

Financial Services
321
+ 5.9%
$145.19 - $192.01 $46.6K - $61.6K
5.77K $1.03M
AA
Alcoa Corp

Basic Materials
5.65K
New
$36.62 - $47.42 $207K - $268K
5.65K $213K
ABBV
Abb Vie Inc.

Healthcare
3.65K
+ 16.48%
$164.99 - $203.87 $603K - $745K
25.8K $4.59M
GLW
Corning Inc

Technology
4.45K
New
$44.11 - $49.76 $196K - $222K
4.45K $211K
OWL
Blue Owl Capital Inc.

Financial Services
9.06K
New
$19.51 - $24.81 $177K - $225K
9.06K $210K
UAL
United Airlines Holdings, Inc.

Industrials
464
+ 11.35%
$55.62 - $102.44 $25.8K - $47.5K
4.55K $442K
GPN
Global Payments Inc

Industrials
322
+ 1.82%
$97.57 - $119.38 $31.4K - $38.4K
18K $2.01M
AN
Autonation, Inc.

Consumer Cyclical
1.21K
New
$155.47 - $182.16 $188K - $221K
1.21K $205K
TPG
Tpg Inc.

Financial Services
3.28K
New
$58.29 - $71.51 $191K - $234K
3.28K $205K
NRG
Nrg Energy, Inc.

Utilities
2.26K
New
$85.3 - $101.61 $193K - $229K
2.26K $203K
IVV
Ishares Core S&P 500 ETF

ETFs
72
+ 0.54%
$570.51 - $610.59 $41.1K - $44K
13.5K $7.93M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.97K
New
$60.65 - $72.33 $180K - $215K
2.97K $200K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.06K
+ 9.27%
$113.92 - $127.38 $235K - $262K
24.3K $2.8M
EQH
Equitable Holdings, Inc.

Financial Services
4.19K
New
$41.59 - $50.4 $174K - $211K
4.19K $197K
COP
Conocophillips

Energy
2.94K
+ 18.6%
$95.12 - $114.72 $280K - $338K
18.8K $1.86M
WAT
Waters Corp

Healthcare
530
New
$323.11 - $392.01 $171K - $208K
530 $196K
APH
Amphenol Corp

Technology
1.45K
+ 6.56%
$62.07 - $75.35 $89.8K - $109K
23.5K $1.63M
FAST
Fastenal CO

Industrials
2.67K
+ 57.8%
$69.99 - $84.35 $187K - $225K
7.28K $523K
MAR
Marriott International Inc

Consumer Cyclical
318
+ 9.43%
$246.06 - $292.59 $78.2K - $93K
3.69K $1.03M
UNM
Unum Group

Financial Services
538
+ 5.05%
$58.88 - $77.07 $31.7K - $41.5K
11.2K $817K
TMUS
T Mobile Us, Inc.

Communication Services
419
+ 6.63%
$206.1 - $246.94 $86.4K - $103K
6.74K $1.49M
BA
Boeing CO

Industrials
381
+ 8.34%
$138.14 - $180.72 $52.6K - $68.9K
4.95K $876K
COIN
Coinbase Global, Inc.

Technology
317
+ 21.88%
$163.17 - $343.62 $51.7K - $109K
1.77K $438K
ALL
Allstate Corp

Financial Services
856
+ 19.1%
$181.25 - $208.2 $155K - $178K
5.34K $1.03M
XLK
Technology Sector Spdr

ETFs
348
+ 2.42%
$220.26 - $241.44 $76.7K - $84K
14.7K $3.42M
BMY
Bristol Myers Squibb CO

Healthcare
2.39K
+ 29.55%
$51.92 - $59.94 $124K - $143K
10.5K $593K
TJX
Tjx Companies Inc

Consumer Cyclical
1.05K
+ 7.39%
$112.15 - $127.2 $118K - $134K
15.3K $1.85M
KEY
Keycorp

Financial Services
10.1K
New
$16.21 - $19.97 $164K - $201K
10.1K $172K
DASH
Door Dash, Inc.

Communication Services
215
+ 4.01%
$141.93 - $180.48 $30.5K - $38.8K
5.58K $935K
AVUS
American Centy ETF Tr Avantis

ETFs
50
+ 0.05%
$94.36 - $102.06 $4.72K - $5.1K
91.6K $8.88M
SOFI
So Fi Technologies, Inc.

Financial Services
3.49K
+ 23.51%
$7.63 - $16.88 $26.6K - $58.8K
18.3K $282K
DAL
Delta Air Lines, Inc.

Industrials
642
+ 4.94%
$47.46 - $65.77 $30.5K - $42.2K
13.6K $824K
PANW
Palo Alto Networks Inc

Technology
4.65K
+ 109.1%
$181.96 - $405.9 $846K - $1.89M
8.91K $1.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.61K
+ 3.62%
$61.68 - $67.87 $161K - $177K
74.8K $4.66M
LPLA
Lpl Financial Holdings Inc.

Financial Services
55
+ 3.61%
$229.85 - $335.91 $12.6K - $18.5K
1.58K $515K
MSCI
Msci Inc.

Financial Services
234
+ 20.0%
$569.09 - $635.99 $133K - $149K
1.4K $842K
AVEM
American Centy ETF Tr Avantis

ETFs
7.29K
+ 15.74%
$58.59 - $66.14 $427K - $482K
53.6K $3.15M
MP
Mp Materials Corp.

Basic Materials
10.2K
New
$15.6 - $23.11 $159K - $235K
10.2K $158K
XLY
Select Sector Spdr Consumer Di

ETFs
476
+ 24.75%
$194.8 - $239.43 $92.7K - $114K
2.4K $538K
CCL
Carnival Corp

Consumer Cyclical
2.9K
+ 24.5%
$17.34 - $26.8 $50.3K - $77.7K
14.7K $367K
BX
Blackstone Inc.

Financial Services
38
+ 0.52%
$148.45 - $199.05 $5.64K - $7.56K
7.36K $1.27M
HWM
Howmet Aerospace Inc.

Industrials
745
+ 10.67%
$99.72 - $120.09 $74.3K - $89.5K
7.73K $845K
GRMN
Garmin LTD

Technology
10
+ 0.21%
$161.91 - $220.77 $1.62K - $2.21K
4.72K $973K
XEL
Xcel Energy Inc

Utilities
1.95K
+ 35.74%
$62.16 - $72.92 $121K - $142K
7.42K $500K
IWY
Ishares Tr Russell 200 Growth

ETFs
249
+ 4.44%
$216.72 - $244.71 $54K - $60.9K
5.86K $1.38M
Activity Summary
Buys All Purchases 548 New Holdings 75 Increased Positions 473 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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