Well Done, LLC Sells in Q3 2024

Well Done, LLC

  • $544 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
-215
- 5.77%
$101.25 - $127.45 $21.8K - $27.4K
3.51K $426K
WMT
Walmart Inc.

Consumer Defensive
-1.12K
- 10.34%
$66.91 - $81.4 $74.9K - $91.1K
9.7K $783K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-415
- 2.43%
$46.13 - $52.38 $19.1K - $21.7K
16.7K $860K
ACN
Accenture PLC

Technology
-73
- 4.33%
$295.44 - $355.81 $21.6K - $26K
1.61K $570K
ABT
Abbott Laboratories

Healthcare
-3.78K
- 7.76%
$100.07 - $118.13 $378K - $446K
44.9K $5.12M
TSLA
Tesla, Inc.

Consumer Cyclical
-241
- 11.26%
$191.76 - $263.26 $46.2K - $63.4K
1.9K $496K
JNJ
Johnson & Johnson

Healthcare
-701
- 6.0%
$145.48 - $167.38 $102K - $117K
11K $1.78M
IWM
Ishares Russell 2000 ETF

ETFs
-38
- 0.77%
$200.87 - $224.6 $7.63K - $8.53K
4.92K $1.09M
NEE
Nextera Energy Inc

Utilities
-133
- 1.88%
$69.9 - $84.97 $9.3K - $11.3K
6.92K $585K
SYK
Stryker Corp

Healthcare
-31
- 0.65%
$315.94 - $371.96 $9.79K - $11.5K
4.73K $1.71M
CZA
Invesco Exchange Traded Fd Tr

ETFs
-502
- 3.08%
$96.53 - $108.29 $48.5K - $54.4K
15.8K $1.71M
VOE
Vanguard Mid Cap Value Index F

ETFs
-295
- 2.59%
$149.02 - $167.67 $44K - $49.5K
11.1K $1.86M
ITB
Ishares Tr

ETFs
-8.07K
- 17.73%
$97.52 - $128.64 $787K - $1.04M
37.4K $4.76M
IAK
Ishares Tr

ETFs
-3.69K
- 9.23%
$112.0 - $130.47 $413K - $482K
36.3K $4.68M
CL
Colgate Palmolive CO

Consumer Defensive
-153
- 0.53%
$95.54 - $108.77 $14.6K - $16.6K
28.5K $2.96M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-48
- 0.06%
$37.37 - $41.82 $1.79K - $2.01K
73.9K $3.07M
ACWI
Ishares Msci Acwi ETF

ETFs
-328
- 1.06%
$107.24 - $119.84 $35.2K - $39.3K
30.7K $3.67M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.63K
- 2.52%
$61.47 - $67.36 $162K - $177K
102K $6.85M
SOFI
So Fi Technologies, Inc.

Financial Services
-721
- 0.32%
$6.32 - $8.19 $4.56K - $5.9K
225K $1.77M
EEMV
Ishares Msci Emerging Markets

ETFs
-3.14K
- 3.29%
$56.77 - $63.31 $178K - $199K
92.5K $5.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-298
- 0.51%
$175.46 - $203.3 $52.3K - $60.6K
58.5K $11.9M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-309
- 0.22%
$41.88 - $46.21 $12.9K - $14.3K
138K $6.38M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.77K
- 2.83%
$69.31 - $77.34 $192K - $214K
95.3K $7.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.07K
- 1.02%
$162.64 - $179.3 $174K - $192K
104K $18.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-29
- 0.03%
$520.18 - $576.82 $15.1K - $16.7K
114K $65.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 1.74%
$610460.0 - $715910.0 $1.22M - $1.43M
113 $78M
Activity Summary
Buys All Purchases 64 New Holdings 10 Increased Positions 54 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Well Done, LLC Portfolio

Follow Well Done, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Well Done, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Well Done, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email