Bradley & Co. Private Wealth Management, LLC Sells in Q2 2024

Bradley & Co. Private Wealth Management, LLC

  • $134 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
LAB
Standard Biotools Inc.

Healthcare
-224K
- 50.0%
$1.65 - $2.92 $369K - $654K
224K $396K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-758
- 3.15%
$396.73 - $420.24 $301K - $319K
23.3K $9.49M
SBUX
Starbucks Corp

Consumer Cyclical
-1.34K
- 12.89%
$72.5 - $91.53 $96.9K - $122K
9.04K $703K
DIS
Walt Disney CO

Communication Services
-1.1K
- 28.31%
$99.29 - $122.82 $109K - $135K
2.78K $276K
CRM
Salesforce, Inc.

Technology
-487
- 45.77%
$218.01 - $304.74 $106K - $148K
577 $148K
AXP
American Express CO

Financial Services
-1.4K
- 3.49%
$217.5 - $243.08 $304K - $340K
38.7K $8.96M
JPM
Jpmorgan Chase & CO

Financial Services
-852
- 2.03%
$180.08 - $204.79 $153K - $174K
41.1K $8.31M
FDX
Fedex Corp

Industrials
-377
- 13.63%
$245.11 - $299.84 $92.4K - $113K
2.39K $716K
KO
Coca Cola CO

Consumer Defensive
-1.72K
- 12.91%
$58.06 - $64.15 $99.9K - $110K
11.6K $738K
IWM
Ishares Russell 2000 ETF

ETFs
-211
- 67.85%
$192.84 - $209.44 $40.7K - $44.2K
100 $20K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-372
- 41.43%
$24.98 - $25.13 $9.29K - $9.35K
526 $13K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-309
- 12.32%
$22.65 - $23.22 $7K - $7.17K
2.2K $50K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-297
- 22.9%
$23.19 - $23.37 $6.89K - $6.94K
1K $23K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-346
- 20.87%
$19.84 - $20.44 $6.86K - $7.07K
1.31K $26K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.74K
- 3.6%
$173.67 - $197.85 $301K - $343K
46.5K $8.99M
MSFT
Microsoft Corp

Technology
-635
- 2.79%
$389.33 - $452.85 $247K - $288K
22.1K $9.87M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.2K
- 4.32%
$142.05 - $197.88 $170K - $237K
26.5K $5.25M
COST
Costco Wholesale Corp

Consumer Defensive
-509
- 4.39%
$704.88 - $870.75 $359K - $443K
11.1K $9.42M
GOOG
Alphabet Inc.

Communication Services
-2.18K
- 3.76%
$151.94 - $186.86 $331K - $407K
55.9K $10.2M
AAPL
Apple Inc.

Technology
-1.95K
- 3.08%
$165.0 - $216.67 $322K - $423K
61.4K $12.9M
Activity Summary
Buys All Purchases 15 New Holdings 7 Increased Positions 8 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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