Massachusetts Wealth Management Purchases and Sells in Q4 2024

Massachusetts Wealth Management

41 operations

Stock	Shares change	Price Range	Shares Held
BKR	20.6K + 230.25%	$35.98 - $44.88 $739K - $922K	29.5K $1.21B
XLF	13.6K + 20.41%	$44.89 - $51.34 $608K - $696K	79.9K $3.86B
HAL	28.1K + 180.87%	$25.77 - $31.99 $725K - $900K	43.7K $1.19B
XLK	1.6K + 4.27%	$220.26 - $241.44 $352K - $385K	39K $9.07B
XLI	4.99K + 22.04%	$131.76 - $143.99 $658K - $719K	27.6K $3.64B
GE VERNOVA INC	500 + 9.77%	N/A	5.62K $1.85B

4 operations

Stock	Shares change	Price Range	Shares Held
XOP	2.24K New	$125.5 - $148.67 $280K - $332K	2.24K $296M
IBB	2.05K New	$131.21 - $148.85 $268K - $304K	2.05K $270M
AVGO	1.09K New	$159.67 - $250.0 $174K - $273K	1.09K $253M
MS	1.6K New	$104.42 - $134.99 $167K - $216K	1.6K $201M

32 operations

Stock	Shares change	Price Range	Shares Held
AMGN	-25 - 0.35%	$258.78 - $328.31 $6.47K - $8.21K	7.04K $1.84B
JNJ	-225 - 1.26%	$143.34 - $165.86 $32.3K - $37.3K	17.6K $2.55B
MRK	-25 - 0.11%	$96.31 - $114.76 $2.41K - $2.87K	22.4K $2.23B
PFE	-2.83K - 2.94%	$24.8 - $30.19 $70.3K - $85.6K	93.4K $2.48B
COP	-400 - 1.34%	$95.12 - $114.72 $38K - $45.9K	29.5K $2.93B
CL	-500 - 3.75%	$90.22 - $102.31 $45.1K - $51.2K	12.8K $1.17B

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