Wells Trecaso Financial Group, LLC Sells in Q4 2024

Wells Trecaso Financial Group, LLC

  • $306 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-806
- 1.7%
$406.35 - $454.46 $328K - $366K
46.7K $19.7M
CMC
Commercial Metals CO

Basic Materials
-2.33K
- 2.01%
$49.22 - $63.32 $115K - $148K
113K $5.63M
QCOM
Qualcomm Inc

Technology
-389
- 0.98%
$150.4 - $178.04 $58.5K - $69.3K
39.2K $6.02M
FE
Firstenergy Corp

Utilities
-11.3K
- 51.02%
$39.14 - $44.52 $440K - $501K
10.8K $429K
ETN
Eaton Corp PLC

Industrials
-1.14K
- 2.19%
$326.96 - $377.52 $373K - $431K
51K $16.9M
PG
Procter & Gamble CO

Consumer Defensive
-92
- 0.15%
$161.05 - $179.7 $14.8K - $16.5K
59.9K $10M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.07%
$385.02 - $431.37 $5.01K - $5.61K
19K $7.39M
ABBV
Abb Vie Inc.

Healthcare
-231
- 2.62%
$164.99 - $203.87 $38.1K - $47.1K
8.58K $1.53M
VEA
Vanguard Ftse Developed Market

ETFs
-169
- 0.53%
$47.57 - $52.44 $8.04K - $8.86K
32K $1.53M
VTV
Vanguard Value ETF

ETFs
-29
- 0.18%
$168.32 - $181.87 $4.88K - $5.27K
16K $2.71M
VZ
Verizon Communications Inc

Communication Services
-518
- 5.24%
$39.6 - $45.21 $20.5K - $23.4K
9.36K $374K
MRK
Merck & Co., Inc.

Healthcare
-250
- 8.14%
$96.31 - $114.76 $24.1K - $28.7K
2.82K $280K
SHW
Sherwin Williams CO

Basic Materials
-32
- 2.54%
$338.75 - $399.71 $10.8K - $12.8K
1.23K $418K
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 2.4%
$244.52 - $284.07 $12.2K - $14.2K
2.04K $502K
ABT
Abbott Laboratories

Healthcare
-450
- 4.5%
$111.93 - $119.39 $50.4K - $53.7K
9.54K $1.08M
PFE
Pfizer Inc

Healthcare
-332
- 2.31%
$24.8 - $30.19 $8.23K - $10K
14K $372K
MMM
3 M CO

Industrials
-150
- 5.68%
$124.74 - $137.12 $18.7K - $20.6K
2.49K $321K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-25
- 0.13%
$77.86 - $79.27 $1.95K - $1.98K
19.1K $1.49M
VUG
Vanguard Growth ETF

ETFs
-82
- 8.73%
$378.79 - $428.11 $31.1K - $35.1K
857 $351K
BAC
Bank Of America Corp

Financial Services
-886
- 12.2%
$39.22 - $47.77 $34.7K - $42.3K
6.38K $280K
PH
Parker Hannifin Corp

Industrials
-12
- 1.58%
$621.74 - $709.46 $7.46K - $8.51K
746 $474K
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 1.89%
$567.81 - $607.81 $14.2K - $15.2K
1.3K $760K
GOOG
Alphabet Inc.

Communication Services
-36
- 2.03%
$163.08 - $198.16 $5.87K - $7.13K
1.74K $331K
HBAN
Huntington Bancshares Inc

Financial Services
-124
- 0.43%
$14.18 - $18.2 $1.76K - $2.26K
28.4K $462K
META
Meta Platforms, Inc.

Communication Services
-10
- 0.3%
$554.08 - $632.68 $5.54K - $6.33K
3.32K $1.96M
VBK
Vanguard Small Cap Growth ETF

ETFs
-9
- 0.15%
$264.18 - $304.19 $2.38K - $2.74K
6.2K $1.74M
FDX
Fedex Corp

Industrials
-268
- 1.19%
$260.5 - $305.15 $69.8K - $81.8K
22.2K $6.26M
BMY
Bristol Myers Squibb CO

Healthcare
-1.73K
- 3.93%
$51.92 - $59.94 $89.8K - $104K
42.3K $2.39M
NVDA
Nvidia Corp

Technology
-121
- 1.13%
$117.0 - $148.88 $14.2K - $18K
10.6K $1.43M
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 0.42%
$213.65 - $479.86 $1.28K - $2.88K
1.41K $568K
AMZN
Amazon Com Inc

Consumer Cyclical
-340
- 3.53%
$180.88 - $232.93 $61.5K - $79.2K
9.3K $2.04M
BA
Boeing CO

Industrials
-1.65K
- 5.81%
$138.14 - $180.72 $228K - $299K
26.8K $4.75M
MCK
Mckesson Corp

Healthcare
-361
- 3.08%
$482.27 - $628.5 $174K - $227K
11.4K $6.48M
V
Visa Inc.

Financial Services
-287
- 0.95%
$273.87 - $320.91 $78.6K - $92.1K
30K $9.47M
AAPL
Apple Inc.

Technology
-3K
- 2.54%
$221.69 - $259.02 $666K - $778K
115K $28.8M
GS
Goldman Sachs Group Inc

Financial Services
-197
- 0.92%
$486.1 - $608.57 $95.8K - $120K
21.3K $12.2M
GOOGL
Alphabet Inc.

Communication Services
-550
- 0.77%
$161.86 - $196.66 $89K - $108K
70.5K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
-646
- 1.0%
$205.18 - $250.29 $133K - $162K
64K $15.3M
Activity Summary
Buys All Purchases 27 New Holdings 0 Increased Positions 27 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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