Westbourne Investment Advisors, Inc. Reduced Holdings in Q3 2024

Westbourne Investment Advisors, Inc.

  • $286 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
-200
- 1.54%
$18.9 - $34.87 $3.78K - $6.97K
12.8K $300K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-200
- 35.21%
$531.86 - $624.21 $106K - $125K
368 $228K
BA
Boeing CO

Industrials
-150
- 8.26%
$152.04 - $190.6 $22.8K - $28.6K
1.67K $253K
PSX
Phillips 66

Energy
-24
- 0.41%
$125.0 - $147.17 $3K - $3.53K
5.86K $770K
BAC
Bank Of America Corp

Financial Services
-811
- 0.32%
$36.65 - $44.13 $29.7K - $35.8K
257K $10.2M
DIS
Walt Disney CO

Communication Services
-235
- 5.12%
$85.6 - $98.61 $20.1K - $23.2K
4.36K $419K
V
Visa Inc.

Financial Services
-190
- 4.29%
$253.74 - $291.56 $48.2K - $55.4K
4.24K $1.17M
XOM
Exxon Mobil Corp

Energy
-200
- 1.28%
$109.72 - $119.0 $21.9K - $23.8K
15.4K $1.81M
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 2.01%
$39.66 - $51.75 $3.97K - $5.18K
4.88K $252K
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 1.18%
$194.9 - $224.8 $19.5K - $22.5K
8.39K $1.77M
MCO
Moodys Corp

Financial Services
-100
- 3.21%
$421.49 - $494.67 $42.1K - $49.5K
3.01K $1.43M
ABBV
Abb Vie Inc.

Healthcare
-150
- 2.0%
$163.84 - $199.33 $24.6K - $29.9K
7.35K $1.45M
UNH
Unitedhealth Group Inc

Healthcare
-6
- 0.19%
$488.01 - $604.18 $2.93K - $3.63K
3.12K $1.82M
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 0.45%
$213.3 - $270.78 $7.47K - $9.48K
7.74K $2.1M
UBER
Uber Technologies, Inc

Technology
-169
- 0.09%
$58.48 - $77.47 $9.88K - $13.1K
187K $14.1M
META
Meta Platforms, Inc.

Communication Services
-217
- 0.78%
$453.41 - $572.44 $98.4K - $124K
27.6K $15.8M
AAPL
Apple Inc.

Technology
-404
- 0.44%
$207.23 - $234.82 $83.7K - $94.9K
91K $21.2M
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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