Northwest Financial Advisors Sells in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CTVA
Corteva, Inc.

Basic Materials
-12
- 3.64%
$51.18 - $57.83 $614 - $694
318 $17.2M
VTR
Ventas, Inc.

Real Estate
-57
- 39.86%
$41.68 - $51.26 $2.38K - $2.92K
86 $4.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 4.62%
$455.1 - $504.28 $8.19K - $9.08K
372 $186M
ALB
Albemarle Corp

Basic Materials
-4
- 16.0%
$92.77 - $135.46 $371 - $542
21 $2.01M
UNH
Unitedhealth Group Inc

Healthcare
-16
- 3.21%
$439.2 - $524.63 $7.03K - $8.39K
483 $246M
CCI
Crown Castle International Corp

Real Estate
-2
- 1.72%
$93.05 - $104.26 $186 - $209
114 $11.1M
JBHT
Hunt J B Transport Services Inc

Industrials
-3
- 25.0%
$154.65 - $197.18 $464 - $592
9 $1.44M
PRU
Prudential Financial Inc

Financial Services
-3
- 0.27%
$107.35 - $121.31 $322 - $364
1.09K $128M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2
- 8.33%
$106.25 - $130.01 $213 - $260
22 $2.39M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-26
- 16.15%
$28.38 - $32.36 $738 - $841
135 $4.18M
SAP
Sap Se

Technology
-5
- 10.2%
$175.77 - $201.71 $879 - $1.01K
44 $8.88M
VTRS
Viatris Inc

Healthcare
-23
- 7.1%
$10.05 - $12.02 $231 - $276
301 $3.21M
WST
West Pharmaceutical Services Inc

Healthcare
-1
- 25.0%
$314.68 - $395.94 $315 - $396
3 $988K
NOK
Nokia Corp

Technology
-154
- 67.54%
$3.3 - $3.98 $508 - $613
74 $280K
AES
Aes Corp

Utilities
-18
- 9.33%
$15.91 - $21.77 $286 - $392
175 $3.08M
Net Lease Office Properties
-16
- 13.68%
N/A
101 $2.49M
HPE
Hewlett Packard Enterprise CO

Technology
-85
- 19.19%
$16.44 - $21.84 $1.4K - $1.86K
358 $7.58M
PNR
Pentair PLC

Industrials
-2
- 18.18%
$74.31 - $85.08 $149 - $170
9 $690K
INTU
Intuit Inc

Technology
-1
- 1.64%
$562.97 - $670.27 $563 - $670
60 $39.4M
TTWO
Take Two Interactive Software Inc

Communication Services
-8
- 5.41%
$139.96 - $167.43 $1.12K - $1.34K
140 $21.8M
DXC
Dxc Technology CO

Technology
-7
- 58.33%
$15.09 - $22.09 $106 - $155
5 $95K
PAYX
Paychex Inc

Industrials
-1
- 14.29%
$117.39 - $126.98 $117 - $127
6 $711K
MPWR
Monolithic Power Systems Inc

Technology
-1
- 20.0%
$591.52 - $852.56 $592 - $853
4 $3.29M
Brookfield Reins LTD
-2
- 4.55%
N/A
42 $1.75M
GDDY
Go Daddy Inc.

Technology
-2
- 3.64%
$120.12 - $142.04 $240 - $284
53 $7.41M
ASML
Asml Holding Nv

Technology
-1
- 2.38%
$852.84 - $1068.86 $853 - $1.07K
41 $41.9M
AMGN
Amgen Inc

Healthcare
-16
- 6.2%
$262.75 - $319.31 $4.2K - $5.11K
242 $75.6M
BSX
Boston Scientific Corp

Healthcare
-10
- 2.34%
$67.33 - $77.71 $673 - $777
418 $32.2M
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 0.62%
$180.08 - $204.79 $5.94K - $6.76K
5.28K $1.07B
VONG
Vanguard Russell 1000 Growth E

ETFs
-110
- 4.76%
$81.38 - $94.58 $8.95K - $10.4K
2.2K $207M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 1.91%
$495.16 - $548.49 $6.93K - $7.68K
718 $390M
VUG
Vanguard Growth ETF

ETFs
-59
- 5.5%
$322.46 - $377.11 $19K - $22.2K
1.01K $379M
VGT
Vanguard Information Technolog

ETFs
-24
- 5.12%
$479.9 - $588.82 $11.5K - $14.1K
445 $256M
PG
Procter & Gamble CO

Consumer Defensive
-20
- 0.39%
$155.33 - $168.56 $3.11K - $3.37K
5.17K $852M
GLD
Spdr Gold Trust

ETFs
-66
- 2.26%
$207.82 - $224.56 $13.7K - $14.8K
2.86K $614M
CGGO
Capital Group Global Growth Eq

ETFs
-525
- 1.14%
$27.26 - $30.04 $14.3K - $15.8K
45.7K $1.34B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.5K
- 5.72%
$173.67 - $197.85 $260K - $297K
24.7K $4.78B
TSLA
Tesla, Inc.

Consumer Cyclical
-64
- 2.18%
$142.05 - $197.88 $9.09K - $12.7K
2.87K $568M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-28
- 0.25%
$414.65 - $485.21 $11.6K - $13.6K
11.2K $5.36B
AAPL
Apple Inc.

Technology
-1.49K
- 2.18%
$165.0 - $216.67 $246K - $323K
66.8K $14.1B
Activity Summary
Buys All Purchases 388 New Holdings 101 Increased Positions 287 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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