Wms Partners, LLC Sells in Q3 2024

Wms Partners, LLC

  • $1.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-7.99K
- 51.94%
$239.25 - $280.76 $1.91M - $2.24M
7.39K $2.06M
GOOG
Alphabet Inc.

Communication Services
-3.59K
- 5.1%
$149.54 - $192.66 $537K - $692K
66.8K $11.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-51.6K
- 11.68%
$105.53 - $118.34 $5.45M - $6.11M
390K $45.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.3K
- 86.03%
$1015.62 - $1159.62 $1.32M - $1.51M
211 $243K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-25.9K
- 72.7%
$39.37 - $41.68 $1.02M - $1.08M
9.71K $402K
FRPH
Frp Holdings, Inc.

Real Estate
-20.2K
- 38.69%
$27.48 - $30.48 $554K - $615K
32K $950K
SYK
Stryker Corp

Healthcare
-1.82K
- 31.49%
$315.94 - $371.96 $574K - $675K
3.95K $1.43M
CNI
Canadian National Railway CO

Industrials
-4.22K
- 35.05%
$110.1 - $123.65 $465K - $522K
7.82K $916K
SLV
I Shares Silver Trust

ETFs
-18K
- 26.11%
$24.33 - $29.38 $438K - $529K
50.9K $1.45M
ACN
Accenture PLC

Technology
-1.46K
- 49.49%
$295.44 - $355.81 $430K - $518K
1.49K $525K
MA
Mastercard Inc

Financial Services
-1.33K
- 18.18%
$429.6 - $500.99 $570K - $665K
5.97K $2.95M
CL
Colgate Palmolive CO

Consumer Defensive
-2.54K
- 42.35%
$95.54 - $108.77 $243K - $276K
3.46K $359K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-7.04K
- 11.51%
$80.13 - $88.89 $564K - $626K
54.1K $4.78M
AXP
American Express CO

Financial Services
-1.38K
- 29.85%
$225.92 - $271.17 $311K - $374K
3.24K $878K
IDXX
Idexx Laboratories Inc

Healthcare
-398
- 37.8%
$455.08 - $517.19 $181K - $206K
655 $330K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-392
- 36.06%
$531.86 - $624.21 $208K - $245K
695 $429K
VRSK
Verisk Analytics, Inc.

Industrials
-558
- 34.17%
$260.31 - $285.99 $145K - $160K
1.08K $288K
ELV
Elevance Health, Inc.

Healthcare
-252
- 35.39%
$500.12 - $562.29 $126K - $142K
460 $239K
ORCL
Oracle Corp

Technology
-3.36K
- 22.25%
$125.9 - $170.35 $423K - $573K
11.7K $2M
NEM
Newmont Corp

Basic Materials
-5.29K
- 38.01%
$41.65 - $55.85 $220K - $296K
8.63K $461K
COST
Costco Wholesale Corp

Consumer Defensive
-247
- 8.69%
$801.83 - $917.05 $198K - $227K
2.6K $2.3M
VGSH
Vanguard

ETFs
-2.54K
- 7.5%
$57.74 - $59.13 $146K - $150K
31.3K $1.85M
NKE
Nike, Inc.

Consumer Cyclical
-1.91K
- 41.44%
$71.09 - $89.44 $136K - $171K
2.7K $238K
BAC
Bank Of America Corp

Financial Services
-2.57K
- 20.42%
$36.65 - $44.13 $94.2K - $113K
10K $397K
ADI
Analog Devices Inc

Technology
-411
- 32.03%
$200.56 - $243.33 $82.4K - $100K
872 $200K
EEM
Ishares Msci Emerging Markets

ETFs
-2.23K
- 33.45%
$40.42 - $46.7 $90.1K - $104K
4.44K $203K
CVX
Chevron Corp

Energy
-48
- 0.62%
$137.88 - $161.97 $6.62K - $7.77K
7.74K $1.14M
PGR
Progressive Corp

Financial Services
-565
- 39.99%
$209.46 - $259.24 $118K - $146K
848 $215K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.18K
- 4.82%
$76.94 - $79.54 $167K - $173K
43K $3.41M
AON
Aon PLC

Financial Services
-379
- 34.45%
$293.16 - $351.06 $111K - $133K
721 $249K
ISRG
Intuitive Surgical Inc

Healthcare
-208
- 31.23%
$416.14 - $494.01 $86.6K - $103K
458 $225K
MDT
Medtronic PLC

Healthcare
-1.21K
- 31.39%
$76.84 - $91.03 $92.8K - $110K
2.64K $237K
NFLX
Netflix Inc

Communication Services
-134
- 14.41%
$598.55 - $722.26 $80.2K - $96.8K
796 $564K
STT
State Street Corp

Financial Services
-1.31K
- 36.08%
$73.37 - $89.31 $96K - $117K
2.32K $205K
XOM
Exxon Mobil Corp

Energy
-1.26K
- 2.87%
$109.72 - $119.0 $138K - $150K
42.6K $4.99M
SPGI
S&P Global Inc.

Financial Services
-220
- 21.91%
$446.32 - $527.38 $98.2K - $116K
784 $405K
YUM
Yum Brands Inc

Consumer Cyclical
-402
- 20.28%
$125.95 - $139.96 $50.6K - $56.3K
1.58K $220K
CVS
Cvs Health Corp

Healthcare
-1.07K
- 14.9%
$55.81 - $63.18 $59.4K - $67.3K
6.09K $382K
MDXG
Mimedx Group, Inc.

Healthcare
-2K
- 8.9%
$5.65 - $7.76 $11.3K - $15.5K
20.5K $120K
EPD
Enterprise Products Partners L.P.

Energy
-1.24K
- 9.08%
$27.88 - $30.0 $34.6K - $37.2K
12.4K $361K
SO
Southern CO

Utilities
-808
- 24.19%
$77.0 - $90.52 $62.2K - $73.1K
2.53K $228K
RTX
Raytheon Technologies Corp

Industrials
-1.21K
- 21.1%
$99.55 - $123.34 $121K - $150K
4.54K $549K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-91
- 0.38%
$104.47 - $116.17 $9.51K - $10.6K
24K $2.59M
AVES
American Centy ETF Tr Avantis

ETFs
-1.2K
- 9.99%
$46.0 - $52.55 $55.2K - $63K
10.8K $563K
TXN
Texas Instruments Inc

Technology
-104
- 2.73%
$194.6 - $194.6 $20.2K - $20.2K
3.7K $720K
ROK
Rockwell Automation, Inc

Industrials
-27
- 2.62%
$248.27 - $294.37 $6.7K - $7.95K
1K $269K
ADM
Archer Daniels Midland CO

Consumer Defensive
-162
- 3.78%
$57.96 - $65.72 $9.39K - $10.6K
4.12K $246K
APD
Air Products & Chemicals, Inc.

Basic Materials
-133
- 15.06%
$247.34 - $300.11 $32.9K - $39.9K
750 $223K
CI
Cigna Corp

Healthcare
-55
- 4.82%
$319.12 - $367.1 $17.6K - $20.2K
1.09K $375K
Activity Summary
Buys All Purchases 179 New Holdings 56 Increased Positions 123 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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