Williamson Legacy Group, LLC Reduced Holdings in Q1 2024

Williamson Legacy Group, LLC

  • $129 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-38.2K
- 66.02%
$16.23 - $18.04 $620K - $689K
19.7K $346M
SNPS
Synopsys Inc

Technology
-1.52K
- 32.85%
$484.81 - $602.01 $739K - $917K
3.12K $1.78B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-18K
- 49.44%
$20.51 - $26.65 $369K - $480K
18.4K $399M
ADBE
Adobe Inc.

Technology
-36
- 1.39%
$492.46 - $634.76 $17.7K - $22.9K
2.56K $1.29B
PANW
Palo Alto Networks Inc

Technology
-606
- 9.85%
$261.97 - $376.9 $159K - $228K
5.55K $1.58B
AAPL
Apple Inc.

Technology
-31
- 1.25%
$169.0 - $195.18 $5.24K - $6.05K
2.46K $421M
SRE
Sempra Energy

Utilities
-207
- 4.95%
$69.24 - $76.96 $14.3K - $15.9K
3.97K $285M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-8
- 0.31%
$407.69 - $446.08 $3.26K - $3.57K
2.58K $1.08B
PG
Procter & Gamble CO

Consumer Defensive
-6
- 0.16%
$147.42 - $162.61 $885 - $976
3.67K $596M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.53%
$644.69 - $785.59 $3.87K - $4.71K
1.12K $821M
AXON
Axon Enterprise, Inc.

Industrials
-10
- 0.41%
$244.21 - $319.88 $2.44K - $3.2K
2.44K $763M
AJG
Arthur J. Gallagher & Co.

Financial Services
-26
- 0.46%
$225.0 - $255.87 $5.85K - $6.65K
5.67K $1.42B
DECK
Deckers Outdoor Corp

Consumer Cyclical
-6
- 0.8%
$652.29 - $952.94 $3.91K - $5.72K
740 $697M
AVGO
Broadcom Inc.

Technology
-7
- 0.54%
$1049.01 - $1407.01 $7.34K - $9.85K
1.29K $1.71B
VRT
Vertiv Holdings CO

Industrials
-214
- 0.62%
$45.57 - $82.67 $9.75K - $17.7K
34K $2.78B
LLY
Eli Lilly & CO

Healthcare
-104
- 0.24%
$592.2 - $792.28 $61.6K - $82.4K
42.9K $33.4B
Activity Summary
Buys All Purchases 62 New Holdings 8 Increased Positions 54 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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