Westbourne Investment Advisors, Inc. UNITED TECHNOLOGIES CORP Transaction History

Westbourne Investment Advisors, Inc.

$286 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 14, 2020	SELL	N/A	-6,325 Closed	0 $0
Q1 2020 Apr 21, 2020	SELL	N/A	-50 Reduced 0.78%	6,325 $597,000
Q4 2019 Jan 23, 2020	BUY	N/A	80 Added 1.27%	6,375 $955,000
Q3 2019 Oct 22, 2019	SELL	N/A	-550 Reduced 8.04%	6,295 $859,000
Q2 2019 Jul 22, 2019	SELL	N/A	-535 Reduced 7.25%	6,845 $891,000
Q1 2019 Apr 15, 2019	SELL	N/A	-1,200 Reduced 13.99%	7,380 $951,000
Q4 2018 Jan 18, 2019	SELL	N/A	-1,535 Reduced 15.18%	8,580 $914,000
Q3 2018 Oct 18, 2018	BUY	N/A	515 Added 5.36%	10,115 $1.41 Million
Q2 2018 Aug 07, 2018	BUY	N/A	5 Added 0.05%	9,600 $1.2 Million
Q1 2018 May 08, 2018	BUY	N/A	2,065 Added 27.42%	9,595 $1.21 Million
Q4 2017 Jan 31, 2018	BUY	N/A	155 Added 2.1%	7,530 $961,000
Q3 2017 Oct 23, 2017	BUY	N/A	7,375	7,375 $856,000

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westbourne Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westbourne Investment Advisors, Inc. with notifications on news.