Westshore Wealth, LLC Sells in Q3 2024

Westshore Wealth, LLC

  • $241 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-73.8K
- 44.69%
$123.32 - $147.38 $9.1M - $10.9M
91.3K $12.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-9.24K
- 7.71%
$517.38 - $573.86 $4.78M - $5.3M
111K $63.4M
GOOG
Alphabet Inc.

Communication Services
-38
- 0.25%
$149.54 - $192.66 $5.68K - $7.32K
14.9K $2.49M
COIN
Coinbase Global, Inc.

Technology
-120
- 3.42%
$147.09 - $265.15 $17.7K - $31.8K
3.39K $603K
PINS
Pinterest, Inc.

Communication Services
-263
- 2.75%
$28.66 - $43.51 $7.54K - $11.4K
9.29K $300K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.68K
- 11.62%
$89.91 - $101.33 $241K - $271K
20.4K $2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.21K
- 18.46%
$31.18 - $33.5 $131K - $141K
18.6K $617K
MRK
Merck & Co., Inc.

Healthcare
-159
- 2.53%
$111.15 - $128.97 $17.7K - $20.5K
6.12K $695K
MCK
Mckesson Corp

Healthcare
-16
- 2.76%
$479.06 - $630.38 $7.66K - $10.1K
564 $278K
SCHW
Schwab Charles Corp

Financial Services
-81
- 2.1%
$61.74 - $76.08 $5K - $6.16K
3.78K $245K
PCAR
Paccar Inc

Industrials
-178
- 6.94%
$91.64 - $109.98 $16.3K - $19.6K
2.39K $235K
VHT
Vanguard Health Care ETF

ETFs
-160
- 13.91%
$261.88 - $288.1 $41.9K - $46.1K
990 $279K
BAC
Bank Of America Corp

Financial Services
-159
- 1.83%
$36.65 - $44.13 $5.83K - $7.02K
8.51K $337K
MAR
Marriott International Inc

Consumer Cyclical
-32
- 2.25%
$211.35 - $255.11 $6.76K - $8.16K
1.39K $345K
AOA
Ishares Tr Core Aggressive All

ETFs
-141
- 3.8%
$72.11 - $79.05 $10.2K - $11.1K
3.57K $281K
MUB
Ishares National Muni Bond ETF

ETFs
-82
- 1.33%
$106.13 - $108.7 $8.7K - $8.91K
6.08K $660K
ADP
Automatic Data Processing Inc

Industrials
-100
- 9.26%
$233.44 - $279.45 $23.3K - $27.9K
980 $271K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 0.17%
$475.2 - $527.7 $475 - $528
575 $303K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-111
- 2.06%
$47.99 - $54.43 $5.33K - $6.04K
5.28K $284K
TSLA
Tesla, Inc.

Consumer Cyclical
-184
- 17.04%
$191.76 - $263.26 $35.3K - $48.4K
896 $234K
LYV
Live Nation Entertainment, Inc.

Communication Services
-58
- 2.44%
$88.06 - $109.5 $5.11K - $6.35K
2.32K $253K
HRB
H&R Block Inc

Consumer Cyclical
-146
- 3.38%
$52.99 - $66.6 $7.74K - $9.72K
4.17K $265K
ACN
Accenture PLC

Technology
-16
- 1.93%
$295.44 - $355.81 $4.73K - $5.69K
815 $288K
LMT
Lockheed Martin Corp

Industrials
-12
- 2.75%
$460.3 - $584.56 $5.52K - $7.01K
424 $247K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-119
- 2.1%
$283.28 - $314.39 $33.7K - $37.4K
5.56K $1.75M
SBUX
Starbucks Corp

Consumer Cyclical
-324
- 7.17%
$72.51 - $98.6 $23.5K - $31.9K
4.2K $409K
CAT
Caterpillar Inc

Industrials
-23
- 1.71%
$316.8 - $391.12 $7.29K - $9K
1.32K $517K
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 1.32%
$333.64 - $405.2 $5.67K - $6.89K
1.27K $513K
BX
Blackstone Inc.

Financial Services
-52
- 1.66%
$120.77 - $159.66 $6.28K - $8.3K
3.08K $471K
HCA
Hca Healthcare, Inc.

Healthcare
-94
- 5.75%
$315.12 - $406.43 $29.6K - $38.2K
1.54K $625K
META
Meta Platforms, Inc.

Communication Services
-32
- 1.06%
$453.41 - $572.44 $14.5K - $18.3K
2.98K $1.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.36K
- 1.85%
$79.92 - $88.19 $108K - $120K
71.9K $6.34M
AAPL
Apple Inc.

Technology
-99
- 0.36%
$207.23 - $234.82 $20.5K - $23.2K
27.7K $6.46M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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