York Bridge Wealth Partners, LLC Sells in Q4 2022

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
-36
- 0.73%
$171.41 - $220.05 $6.17K - $7.92K
4.92K $0
WMT
Walmart Inc.

Consumer Defensive
-109
- 1.44%
$128.56 - $153.48 $14K - $16.7K
7.45K $0
PPG
Ppg Industries Inc

Basic Materials
-1.77K
- 16.86%
$108.41 - $137.3 $192K - $243K
8.72K $0
ORCL
Oracle Corp

Technology
-130
- 0.94%
$62.41 - $84.15 $8.11K - $10.9K
13.7K $0
MMM
3 M CO

Industrials
-125
- 1.28%
$107.52 - $132.98 $13.4K - $16.6K
9.63K $0
CSCO
Cisco Systems, Inc.

Technology
-388
- 1.5%
$39.58 - $49.97 $15.4K - $19.4K
25.5K $0
APO
Apollo Global Management, Inc.

Financial Services
-522
- 2.39%
$47.12 - $69.4 $24.6K - $36.2K
21.4K $0
BMY
Bristol Myers Squibb CO

Healthcare
-295
- 1.52%
$68.48 - $81.09 $20.2K - $23.9K
19.1K $0
WMB
Williams Companies, Inc.

Energy
-1.61K
- 3.67%
$29.3 - $34.98 $47.1K - $56.2K
42.1K $0
TXN
Texas Instruments Inc

Technology
-124
- 1.34%
$148.34 - $180.46 $18.4K - $22.4K
9.1K $0
DIS
Walt Disney CO

Communication Services
-2.39K
- 11.57%
$84.16 - $106.54 $201K - $255K
18.3K $0
AMGN
Amgen Inc

Healthcare
-1.19K
- 15.59%
$229.03 - $291.01 $272K - $346K
6.44K $0
BAC
Bank Of America Corp

Financial Services
-687
- 1.31%
$29.77 - $38.41 $20.5K - $26.4K
51.8K $0
MO
Altria Group, Inc.

Consumer Defensive
-867
- 2.2%
$41.37 - $47.63 $35.9K - $41.3K
38.5K $0
LIN
Linde PLC

Basic Materials
-291
- 5.05%
$271.0 - $344.42 $78.9K - $100K
5.48K $0
META
Meta Platforms, Inc.

Communication Services
-26.4K
- 62.62%
$88.91 - $140.28 $2.34M - $3.7M
15.7K $0
ABNB
Airbnb, Inc.

Consumer Cyclical
-5.16K
- 17.45%
$82.49 - $119.95 $425K - $619K
24.4K $0
DOCU
Docusign, Inc.

Technology
-4.06K
- 9.33%
$39.8 - $59.55 $162K - $242K
39.5K $0
NKE
Nike, Inc.

Consumer Cyclical
-1.06K
- 5.1%
$85.4 - $117.56 $90.8K - $125K
19.8K $0
ZTS
Zoetis Inc.

Healthcare
-3.24K
- 15.64%
$131.14 - $157.47 $425K - $510K
17.5K $0
ABBV
Abb Vie Inc.

Healthcare
-403
- 2.4%
$138.31 - $165.87 $55.7K - $66.8K
16.4K $0
TRV
Travelers Companies, Inc.

Financial Services
-441
- 2.92%
$156.88 - $190.43 $69.2K - $84K
14.7K $0
IT
Gartner Inc

Technology
-573
- 6.37%
$278.33 - $356.43 $159K - $204K
8.42K $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.87K
- 9.93%
$67.55 - $94.42 $329K - $460K
44.2K $0
PM
Philip Morris International Inc.

Consumer Defensive
-343
- 1.09%
$84.0 - $104.29 $28.8K - $35.8K
31.2K $0
MRK
Merck & Co., Inc.

Healthcare
-3.05K
- 9.66%
$87.44 - $112.11 $267K - $342K
28.5K $0
PEP
Pepsico Inc

Consumer Defensive
-146
- 0.81%
$161.61 - $185.9 $23.6K - $27.1K
17.9K $0
ADSK
Autodesk, Inc.

Technology
-1.76K
- 9.16%
$181.9 - $232.3 $320K - $408K
17.4K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
-358
- 0.7%
$55.26 - $68.31 $19.8K - $24.5K
50.9K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-489
- 0.73%
$56.73 - $63.56 $27.7K - $31.1K
66.4K $0
PG
Procter & Gamble CO

Consumer Defensive
-678
- 2.45%
$123.76 - $153.95 $83.9K - $104K
26.9K $0
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.04%
$269.46 - $333.38 $1.35K - $1.67K
13.6K $0
PFE
Pfizer Inc

Healthcare
-1.44K
- 1.65%
$41.75 - $54.5 $60K - $78.4K
85.5K $0
ACN
Accenture PLC

Technology
-985
- 5.64%
$252.72 - $302.91 $249K - $298K
16.5K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-71
- 0.49%
$264.0 - $318.6 $18.7K - $22.6K
14.4K $0
ADBE
Adobe Inc.

Technology
-1.85K
- 12.21%
$281.52 - $345.96 $520K - $639K
13.3K $0
CRM
Salesforce, Inc.

Technology
-3.07K
- 8.27%
$128.21 - $165.27 $394K - $508K
34.1K $0
MA
Mastercard Inc

Financial Services
-4.98K
- 23.61%
$286.05 - $361.17 $1.42M - $1.8M
16.1K $0
V
Visa Inc.

Financial Services
-8.4K
- 23.08%
$179.14 - $217.69 $1.5M - $1.83M
28K $0
ABT
Abbott Laboratories

Healthcare
-2.65K
- 4.47%
$95.06 - $111.52 $252K - $296K
56.7K $0
XOM
Exxon Mobil Corp

Energy
-84
- 0.15%
$91.92 - $114.2 $7.72K - $9.59K
57.8K $0
NFLX
Netflix Inc

Communication Services
-672
- 2.94%
$214.29 - $320.41 $144K - $215K
22.2K $0
UNH
Unitedhealth Group Inc

Healthcare
-426
- 3.04%
$498.86 - $555.15 $213K - $236K
13.6K $0
GOOG
Alphabet Inc.

Communication Services
-8.13K
- 9.09%
$85.08 - $104.93 $692K - $854K
81.3K $0
AMZN
Amazon Com Inc

Consumer Cyclical
-33K
- 24.26%
$81.82 - $121.09 $2.7M - $4M
103K $0
JNJ
Johnson & Johnson

Healthcare
-998
- 1.95%
$160.2 - $179.79 $160K - $179K
50.1K $0
WRB
Berkley W R Corp

Financial Services
-2.7K
- 1.93%
$66.39 - $76.25 $179K - $206K
137K $0
MSFT
Microsoft Corp

Technology
-4.66K
- 7.88%
$214.25 - $257.22 $998K - $1.2M
54.4K $0
AAPL
Apple Inc.

Technology
-16.2K
- 11.65%
$126.04 - $155.74 $2.04M - $2.52M
123K $0
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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