Bok Financial Private Wealth, Inc. Sells in Q4 2024

Bok Financial Private Wealth, Inc.

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-1.04K
- 6.33%
$87.85 - $98.6 $91.5K - $103K
15.4K $1.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.04K
- 11.74%
$57.53 - $60.83 $175K - $185K
22.9K $1.32M
KEYS
Keysight Technologies, Inc.

Technology
-1.43K
- 13.57%
$149.01 - $172.53 $213K - $246K
9.1K $1.46M
INTU
Intuit Inc

Technology
-416
- 5.64%
$602.01 - $706.25 $250K - $294K
6.96K $4.38M
BDX
Becton Dickinson & CO

Healthcare
-708
- 25.16%
$220.02 - $243.75 $156K - $173K
2.11K $477K
DOW
Dow Inc.

Basic Materials
-943
- 8.72%
$39.1 - $55.34 $36.9K - $52.2K
9.88K $396K
IEMG
Ishares Inc

ETFs
-3.54K
- 29.57%
N/A
8.42K $451K
DD
Du Pont De Nemours, Inc.

Basic Materials
-858
- 8.91%
$75.95 - $88.05 $65.2K - $75.5K
8.78K $669K
KO
Coca Cola CO

Consumer Defensive
-1.62K
- 17.88%
$61.74 - $71.71 $100K - $116K
7.45K $463K
HES
Hess Corp

Energy
-1.26K
- 24.17%
$127.66 - $148.65 $161K - $187K
3.95K $525K
IBM
International Business Machines Corp

Technology
-784
- 36.76%
$204.9 - $238.04 $161K - $187K
1.35K $296K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.36K
- 28.11%
$45.07 - $47.1 $151K - $158K
8.59K $388K
IWY
Ishares Tr Russell 200 Growth

ETFs
-806
- 58.7%
$216.72 - $244.71 $175K - $197K
567 $133K
FANG
Diamondback Energy, Inc.

Energy
-741
- 13.3%
$153.06 - $199.5 $113K - $148K
4.83K $791K
CVX
Chevron Corp

Energy
-1.02K
- 16.8%
$141.15 - $162.53 $144K - $166K
5.05K $731K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.83K
- 48.89%
$59.25 - $72.99 $108K - $133K
1.91K $114K
TXN
Texas Instruments Inc

Technology
-800
- 64.05%
N/A
449 $87K
QCOM
Qualcomm Inc

Technology
-715
- 31.85%
$150.4 - $178.04 $108K - $127K
1.53K $235K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.29K
- 94.57%
$106.33 - $110.69 $137K - $143K
74 $7K
FTV
Fortive Corp

Technology
-1.31K
- 12.55%
$71.16 - $79.68 $93.5K - $105K
9.16K $686K
NSC
Norfolk Southern Corp

Industrials
-545
- 64.12%
$230.6 - $277.0 $126K - $151K
305 $71K
MMM
3 M CO

Industrials
-950
- 85.13%
$124.74 - $137.12 $119K - $130K
166 $21K
DE
Deere & CO

Industrials
-320
- 25.38%
$389.45 - $466.0 $125K - $149K
941 $398K
IVV
Ishares Core S&P 500 ETF

ETFs
-2.64K
- 2.18%
$570.51 - $610.59 $1.51M - $1.61M
119K $69.8M
WM
Waste Management Inc

Industrials
-402
- 6.5%
$201.79 - $228.46 $81.1K - $91.8K
5.78K $1.17M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.47K
- 92.4%
$77.02 - $78.58 $113K - $116K
121 $9K
NKE
Nike, Inc.

Consumer Cyclical
-382
- 5.91%
$73.36 - $89.13 $28K - $34K
6.09K $460K
CAH
Cardinal Health Inc

Healthcare
-1.58K
- 16.13%
$107.89 - $125.33 $170K - $197K
8.19K $968K
CI
Cigna Corp

Healthcare
-77
- 6.16%
$265.59 - $358.58 $20.5K - $27.6K
1.17K $323K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.71K
- 2.57%
$34.42 - $35.88 $58.9K - $61.4K
64.7K $2.25M
AMAT
Applied Materials Inc

Technology
-435
- 79.09%
$161.44 - $213.89 $70.2K - $93K
115 $18K
YUM
Yum Brands Inc

Consumer Cyclical
-505
- 11.94%
$130.36 - $139.54 $65.8K - $70.5K
3.72K $499K
BMY
Bristol Myers Squibb CO

Healthcare
-1.91K
- 36.94%
$51.92 - $59.94 $99.4K - $115K
3.27K $184K
COP
Conocophillips

Energy
-583
- 13.85%
$95.12 - $114.72 $55.5K - $66.9K
3.63K $359K
DVY
Ishares Tr

ETFs
-321
- 2.86%
$129.55 - $143.41 $41.6K - $46K
10.9K $1.43M
PAYX
Paychex Inc

Industrials
-617
- 98.72%
$135.86 - $148.73 $83.8K - $91.8K
8 $1K
APH
Amphenol Corp

Technology
-4.8K
- 8.12%
$62.07 - $75.35 $298K - $362K
54.3K $3.77M
BA
Boeing CO

Industrials
-498
- 99.6%
$138.14 - $180.72 $68.8K - $90K
2 $0
IWX
Ishares Tr Russell 200 Value E

ETFs
-866
- 53.76%
$78.25 - $85.17 $67.8K - $73.8K
745 $58K
GIS
General Mills Inc

Consumer Defensive
-877
- 97.44%
$62.78 - $74.62 $55.1K - $65.4K
23 $1K
BNDX
Vanguard Total International B

ETFs
-859
- 5.32%
$48.91 - $50.61 $42K - $43.5K
15.3K $750K
BAC
Bank Of America Corp

Financial Services
-1.75K
- 41.8%
$39.22 - $47.77 $68.7K - $83.6K
2.44K $107K
DFIV
Dimensional ETF Tr

ETFs
-931
- 9.82%
$34.86 - $37.97 $32.5K - $35.4K
8.55K $303K
VONV
Vanguard Russell 1000 Value Et

ETFs
-531
- 8.26%
$80.87 - $87.69 $42.9K - $46.6K
5.9K $478K
PFE
Pfizer Inc

Healthcare
-706
- 4.84%
$24.8 - $30.19 $17.5K - $21.3K
13.9K $367K
PM
Philip Morris International Inc.

Consumer Defensive
-410
- 21.03%
$118.38 - $133.06 $48.5K - $54.6K
1.54K $185K
VZ
Verizon Communications Inc

Communication Services
-682
- 14.25%
$39.6 - $45.21 $27K - $30.8K
4.1K $164K
CLX
Clorox CO

Consumer Defensive
-287
- 98.97%
$156.51 - $169.74 $44.9K - $48.7K
3 $0
INTC
Intel Corp

Technology
-1.87K
- 66.16%
$19.07 - $26.23 $35.6K - $49K
956 $19K
Activity Summary
Buys All Purchases 297 New Holdings 180 Increased Positions 117 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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