Winthrop Advisory Group LLC Sells in Q3 2024

Winthrop Advisory Group LLC

  • $826 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-62
- 1.0%
$175.1 - $223.38 $10.9K - $13.8K
6.15K $1.36M
WMT
Walmart Inc.

Consumer Defensive
-186
- 0.74%
$66.91 - $81.4 $12.4K - $15.1K
24.8K $2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.48K
- 2.0%
$41.9 - $48.26 $104K - $120K
121K $5.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-62
- 0.69%
$405.19 - $478.57 $25.1K - $29.7K
8.92K $4.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-155
- 0.31%
$332.02 - $382.76 $51.5K - $59.3K
50.2K $18.8M
HD
Home Depot, Inc.

Consumer Cyclical
-224
- 2.16%
$333.64 - $405.2 $74.7K - $90.8K
10.1K $4.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.75K
- 0.51%
$31.05 - $34.29 $54.3K - $59.9K
340K $11.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-652
- 0.52%
$77.02 - $85.06 $50.2K - $55.5K
125K $10.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.51K
- 0.59%
$283.28 - $314.39 $427K - $473K
252K $79.1M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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