Western Pacific Wealth Management, LP Sells in Q3 2024

Western Pacific Wealth Management, LP

  • $149 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-3.45K
- 14.66%
$148.65 - $191.18 $512K - $659K
20.1K $3.33M
CRM
Salesforce, Inc.

Technology
-2.57K
- 54.87%
$238.42 - $276.53 $613K - $712K
2.12K $579K
MRK
Merck & Co., Inc.

Healthcare
-1.25K
- 76.07%
$111.15 - $128.97 $138K - $161K
392 $44K
NVDA
Nvidia Corp

Technology
-142
- 0.35%
$98.91 - $134.91 $14K - $19.2K
40.6K $4.93M
OKTA
Okta, Inc.

Technology
-635
- 40.24%
$71.0 - $100.39 $45.1K - $63.7K
943 $70K
ORCL
Oracle Corp

Technology
-810
- 34.6%
$125.9 - $170.35 $102K - $138K
1.53K $260K
IWM
Ishares Russell 2000 ETF

ETFs
-300
- 34.25%
$200.87 - $224.6 $60.3K - $67.4K
576 $127K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-882
- 66.37%
$39.47 - $49.4 $34.8K - $43.6K
447 $21K
TXN
Texas Instruments Inc

Technology
-173
- 24.06%
$194.6 - $194.6 $33.7K - $33.7K
546 $106K
INTU
Intuit Inc

Technology
-33
- 13.1%
$602.97 - $670.49 $19.9K - $22.1K
219 $135K
BA
Boeing CO

Industrials
-95
- 32.2%
$152.04 - $190.6 $14.4K - $18.1K
200 $30K
MNST
Monster Beverage Corp

Consumer Defensive
-405
- 18.36%
$45.01 - $52.47 $18.2K - $21.3K
1.8K $93K
DTE
Dte Energy CO

Utilities
-234
- 20.97%
$108.67 - $128.41 $25.4K - $30K
882 $113K
APO
Apollo Global Management, Inc.

Financial Services
-109
- 11.9%
$99.16 - $125.81 $10.8K - $13.7K
807 $100K
PANW
Palo Alto Networks Inc

Technology
-38
- 2.11%
$294.18 - $368.01 $11.2K - $14K
1.76K $602K
XOM
Exxon Mobil Corp

Energy
-87
- 3.75%
$109.72 - $119.0 $9.55K - $10.4K
2.24K $261K
SRE
Sempra Energy

Utilities
-183
- 11.37%
$74.97 - $84.04 $13.7K - $15.4K
1.43K $119K
CSGP
Costar Group, Inc.

Real Estate
-1
- 0.2%
$71.59 - $79.61 $71.6 - $79.6
500 $37K
Linde PLC Shs
-38
- 14.13%
N/A
231 $0
LYV
Live Nation Entertainment, Inc.

Communication Services
-81
- 9.35%
$88.06 - $109.5 $7.13K - $8.87K
785 $85K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-100
- 0.72%
$6.71 - $8.78 $671 - $878
13.8K $113K
NOW
Service Now, Inc.

Technology
-3
- 1.47%
$730.87 - $937.36 $2.19K - $2.81K
201 $179K
DUK
Duke Energy Corp

Utilities
-82
- 3.79%
$99.35 - $117.71 $8.15K - $9.65K
2.08K $239K
MA
Mastercard Inc

Financial Services
-45
- 3.8%
$429.6 - $500.99 $19.3K - $22.5K
1.14K $562K
UNH
Unitedhealth Group Inc

Healthcare
-27
- 2.97%
$488.01 - $604.18 $13.2K - $16.3K
883 $516K
Activity Summary
Buys All Purchases 104 New Holdings 38 Increased Positions 66 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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