Massachusetts Wealth Management Sells in Q3 2024

Massachusetts Wealth Management

  • $159 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
-27.5K
- 54.35%
$27.97 - $31.42 $769K - $864K
23.1K $713M
SLB
Schlumberger Limited

Energy
-7.78K
- 13.59%
$39.57 - $49.67 $308K - $386K
49.4K $2.07B
DOW
Dow Inc.

Basic Materials
-10.7K
- 52.74%
$50.15 - $55.41 $535K - $591K
9.56K $522M
UPS
United Parcel Service Inc

Industrials
-3.45K
- 59.5%
$123.32 - $147.38 $425K - $508K
2.35K $320M
CVX
Chevron Corp

Energy
-1.8K
- 7.98%
$137.88 - $161.97 $249K - $292K
20.8K $3.06B
COP
Conocophillips

Energy
-1.48K
- 4.7%
$102.3 - $116.61 $151K - $172K
29.9K $3.15B
FCX
Freeport Mcmoran Inc

Basic Materials
-4.9K
- 34.65%
$39.52 - $51.92 $194K - $254K
9.24K $461M
HAL
Halliburton CO

Energy
-2.63K
- 14.44%
$27.81 - $36.44 $73K - $95.7K
15.6K $452M
BIIB
Biogen Inc.

Healthcare
-25
- 0.86%
$189.07 - $236.8 $4.73K - $5.92K
2.88K $557M
WFC
Wells Fargo & Company

Financial Services
-250
- 0.79%
$51.58 - $60.97 $12.9K - $15.2K
31.3K $1.77B
XOM
Exxon Mobil Corp

Energy
-1.38K
- 3.68%
$109.72 - $119.0 $151K - $164K
36K $4.22B
NVO
Novo Nordisk A S

Healthcare
-25
- 0.79%
$119.07 - $145.42 $2.98K - $3.64K
3.15K $375M
BKR
Baker Hughes CO

Energy
-775
- 7.99%
$32.92 - $38.72 $25.5K - $30K
8.93K $323M
V
Visa Inc.

Financial Services
-62
- 7.2%
$253.74 - $291.56 $15.7K - $18.1K
799 $220M
VMC
Vulcan Materials CO

Basic Materials
-50
- 0.86%
$231.83 - $274.51 $11.6K - $13.7K
5.75K $1.44B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.62K
- 2.66%
$76.94 - $79.54 $125K - $129K
59.4K $4.72B
SWX
Southwest Gas Holdings, Inc.

Utilities
-225
- 2.76%
$68.16 - $75.87 $15.3K - $17.1K
7.92K $584M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-455
- 1.67%
$76.38 - $78.87 $34.8K - $35.9K
26.8K $2.11B
AMGN
Amgen Inc

Healthcare
-141
- 1.96%
$309.38 - $337.38 $43.6K - $47.6K
7.07K $2.28B
IHE
Ishares Tr

ETFs
-285
- 1.92%
$65.61 - $72.86 $18.7K - $20.8K
14.6K $1.03B
PEG
Public Service Enterprise Group Inc

Utilities
-350
- 6.25%
$73.58 - $89.21 $25.8K - $31.2K
5.25K $468M
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 1.43%
$801.83 - $917.05 $32.1K - $36.7K
2.76K $2.44B
CL
Colgate Palmolive CO

Consumer Defensive
-75
- 0.56%
$95.54 - $108.77 $7.17K - $8.16K
13.3K $1.39B
JPM
Jpmorgan Chase & CO

Financial Services
-240
- 1.09%
$194.9 - $224.8 $46.8K - $54K
21.7K $4.57B
RTX
Raytheon Technologies Corp

Industrials
-73
- 0.88%
$99.55 - $123.34 $7.27K - $9K
8.18K $991M
ABBV
Abb Vie Inc.

Healthcare
-125
- 1.23%
$163.84 - $199.33 $20.5K - $24.9K
10K $1.98B
K
Kellogg CO

Consumer Defensive
-525
- 3.7%
$56.19 - $80.81 $29.5K - $42.4K
13.7K $1.1B
STT
State Street Corp

Financial Services
-25
- 0.12%
$73.37 - $89.31 $1.83K - $2.23K
21.5K $1.9B
TT
Trane Technologies PLC

Industrials
-5
- 0.08%
$314.21 - $388.71 $1.57K - $1.94K
6.27K $2.44B
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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