Shum Financial Group, Inc. Sells in Q4 2024

Shum Financial Group, Inc.

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
-2.07K
- 19.16%
$79.61 - $92.24 $165K - $191K
8.75K $703M
NEAR
Blackrock Short Maturity Bond

ETFs
-5.28K
- 46.04%
$50.28 - $51.08 $266K - $270K
6.19K $313M
HD
Home Depot, Inc.

Consumer Cyclical
-495
- 8.53%
$385.02 - $431.37 $191K - $214K
5.31K $2.07B
HSY
Hershey CO

Consumer Defensive
-1.16K
- 26.46%
$168.67 - $193.65 $196K - $225K
3.23K $548M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.79K
- 25.87%
$50.67 - $50.9 $243K - $244K
13.7K $697M
MSFT
Microsoft Corp

Technology
-794
- 6.99%
$406.35 - $454.46 $323K - $361K
10.6K $4.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-520
- 28.51%
$442.29 - $483.08 $230K - $251K
1.3K $591M
TGT
Target Corp

Consumer Defensive
-987
- 19.61%
$121.59 - $160.69 $120K - $159K
4.05K $547M
JNJ
Johnson & Johnson

Healthcare
-21
- 0.14%
$143.34 - $165.86 $3.01K - $3.48K
14.5K $2.1B
UPS
United Parcel Service Inc

Industrials
-1.18K
- 23.64%
$122.65 - $138.35 $144K - $163K
3.8K $479M
NVDA
Nvidia Corp

Technology
-424
- 2.3%
$117.0 - $148.88 $49.6K - $63.1K
18K $2.42B
IGLB
Ishares 10+ Year Investment Gr

ETFs
-585
- 0.59%
$49.36 - $53.72 $28.9K - $31.4K
97.8K $4.83B
PEP
Pepsico Inc

Consumer Defensive
-275
- 4.31%
$151.29 - $176.1 $41.6K - $48.4K
6.1K $928M
AMT
American Tower Corp

Real Estate
-96
- 2.31%
$179.4 - $232.01 $17.2K - $22.3K
4.06K $748M
CMCSA
Comcast Corp

Communication Services
-2.23K
- 24.22%
$37.39 - $45.14 $83.3K - $101K
6.97K $262M
AMD
Advanced Micro Devices Inc

Technology
-87
- 1.66%
$118.88 - $172.8 $10.3K - $15K
5.14K $621M
XOM
Exxon Mobil Corp

Energy
-218
- 2.75%
$105.51 - $125.37 $23K - $27.3K
7.7K $828M
PSA
Public Storage

Real Estate
-83
- 3.88%
$289.33 - $360.21 $24K - $29.9K
2.05K $615M
MRK
Merck & Co., Inc.

Healthcare
-952
- 13.04%
$96.31 - $114.76 $91.7K - $109K
6.35K $635M
PG
Procter & Gamble CO

Consumer Defensive
-705
- 9.52%
$161.05 - $179.7 $114K - $127K
6.7K $1.12B
QCOM
Qualcomm Inc

Technology
-86
- 1.26%
$150.4 - $178.04 $12.9K - $15.3K
6.76K $1.04B
PLD
Prologis, Inc.

Real Estate
-91
- 0.96%
$101.4 - $126.96 $9.23K - $11.6K
9.38K $991M
USRT
Ishares Core U.S. Reit ETF

ETFs
-204
- 0.92%
$55.97 - $62.75 $11.4K - $12.8K
22.1K $1.26B
PM
Philip Morris International Inc.

Consumer Defensive
-70
- 1.2%
$118.38 - $133.06 $8.29K - $9.31K
5.78K $700M
ADP
Automatic Data Processing Inc

Industrials
-255
- 26.87%
$280.08 - $307.97 $71.4K - $78.5K
694 $204M
AMGN
Amgen Inc

Healthcare
-13
- 1.18%
$258.78 - $328.31 $3.36K - $4.27K
1.09K $284M
ABT
Abbott Laboratories

Healthcare
-202
- 2.26%
$111.93 - $119.39 $22.6K - $24.1K
8.75K $989M
XLV
Select Sector Spdr Fund Health

ETFs
-17
- 0.3%
$136.28 - $154.74 $2.32K - $2.63K
5.66K $778M
MO
Altria Group, Inc.

Consumer Defensive
-764
- 12.16%
$49.06 - $57.74 $37.5K - $44.1K
5.52K $291M
SBUX
Starbucks Corp

Consumer Cyclical
-139
- 3.47%
$87.44 - $102.5 $12.2K - $14.2K
3.87K $353M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6
- 0.07%
$57.53 - $60.83 $345 - $365
8.38K $484M
PPL
Ppl Corp

Utilities
-484
- 1.55%
$31.47 - $35.0 $15.2K - $16.9K
30.8K $1B
BX
Blackstone Inc.

Financial Services
-97
- 2.28%
$148.45 - $199.05 $14.4K - $19.3K
4.15K $716M
T
At&T Inc.

Communication Services
-681
- 4.4%
$21.22 - $23.88 $14.5K - $16.3K
14.8K $337M
FSK
Fs Kkr Capital Corp

Financial Services
-830
- 7.52%
$19.71 - $22.22 $16.4K - $18.4K
10.2K $222M
FDX
Fedex Corp

Industrials
-56
- 1.93%
$260.5 - $305.15 $14.6K - $17.1K
2.85K $803M
CSCO
Cisco Systems, Inc.

Technology
-668
- 3.66%
$52.45 - $60.02 $35K - $40.1K
17.6K $1.04B
IBM
International Business Machines Corp

Technology
-88
- 2.42%
$204.9 - $238.04 $18K - $20.9K
3.54K $779M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.06%
$873.59 - $994.69 $874 - $995
1.71K $1.57B
IXN
Ishares Global Information Tec

ETFs
-93
- 0.49%
$80.67 - $87.84 $7.5K - $8.17K
19.1K $1.61B
NFLX
Netflix Inc

Communication Services
-61
- 6.44%
$687.65 - $936.56 $41.9K - $57.1K
886 $789M
DIS
Walt Disney CO

Communication Services
-304
- 4.12%
$92.39 - $117.6 $28.1K - $35.8K
7.08K $791M
CRM
Salesforce, Inc.

Technology
-78
- 2.0%
$270.87 - $367.87 $21.1K - $28.7K
3.82K $1.28B
JPM
Jpmorgan Chase & CO

Financial Services
-351
- 3.12%
$205.18 - $250.29 $72K - $87.9K
10.9K $2.61B
GOOGL
Alphabet Inc.

Communication Services
-55
- 0.66%
$161.86 - $196.66 $8.9K - $10.8K
8.22K $1.56B
AAPL
Apple Inc.

Technology
-977
- 2.73%
$221.69 - $259.02 $217K - $253K
34.8K $8.72B
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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