Wendell David Associates Inc Purchases and Sells in Q3 2024

Wendell David Associates Inc

$1.05 Billion
Q3 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEE	5.76K + 2.33%	$69.9 - $84.97 $403K - $489K	253K $21.4M
SYK	75 + 0.06%	$315.94 - $371.96 $23.7K - $27.9K	121K $43.6M
MKC	6.32K + 4.02%	$69.44 - $84.76 $439K - $536K	164K $13.5M
EQIX	2.07K + 236.22%	$749.0 - $890.01 $1.55M - $1.85M	2.95K $2.62M
BR	59 + 0.06%	$196.56 - $218.55 $11.6K - $12.9K	106K $22.8M
BFB	20K + 15.68%	N/A	148K $7.27M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DKS	4.8K New	$194.69 - $239.18 $935K - $1.15M	4.8K $1M
VEEV	1.08K New	$180.43 - $223.9 $194K - $241K	1.08K $226K
WY	6.28K New	$27.05 - $33.84 $170K - $213K	6.28K $213K
USB	4.55K New	$39.04 - $47.23 $178K - $215K	4.55K $208K

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVO	-500 - 0.65%	$119.07 - $145.42 $59.5K - $72.7K	76.6K $9.12M
FTV	-26.6K - 59.03%	$67.01 - $79.2 $1.78M - $2.11M	18.5K $1.46M
GOOGL	-320 - 0.29%	$148.65 - $191.18 $47.6K - $61.2K	112K $18.5M
ZTS	-10.4K - 50.75%	$172.58 - $196.48 $1.79M - $2.04M	10.1K $1.97M
EW	-7.61K - 24.32%	$59.7 - $93.78 $454K - $714K	23.7K $1.56M
QCOM	-200 - 0.47%	$156.12 - $209.64 $31.2K - $41.9K	42.6K $7.25M

Activity Summary All Purchases 34 New Holdings 4 Increased Positions 30 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wendell David Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wendell David Associates Inc with notifications on news.