Buttonwood Financial Advisors Inc. Sells in Q4 2024

Buttonwood Financial Advisors Inc.

  • $222 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
-8.42K
- 56.87%
$124.74 - $137.12 $1.05M - $1.16M
6.39K $824K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-206
- 51.37%
$4100.99 - $5300.34 $845K - $1.09M
195 $968K
AMAT
Applied Materials Inc

Technology
-45
- 0.36%
$161.44 - $213.89 $7.26K - $9.63K
12.3K $2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-440
- 1.93%
$442.29 - $483.08 $195K - $213K
22.3K $10.1M
MSFT
Microsoft Corp

Technology
-262
- 1.0%
$406.35 - $454.46 $106K - $119K
26K $11M
XOM
Exxon Mobil Corp

Energy
-506
- 1.81%
$105.51 - $125.37 $53.4K - $63.4K
27.5K $2.96M
LMT
Lockheed Martin Corp

Industrials
-34
- 1.31%
$479.66 - $614.62 $16.3K - $20.9K
2.56K $1.24M
ROK
Rockwell Automation, Inc

Industrials
-1.05K
- 42.47%
$264.65 - $302.92 $277K - $317K
1.42K $404K
CNQ
Canadian Natural Resources LTD

Energy
-426
- 0.43%
$29.51 - $37.6 $12.6K - $16K
99.4K $3.07M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.42K
- 7.23%
$33.92 - $36.6 $252K - $271K
95.1K $3.29M
SBUX
Starbucks Corp

Consumer Cyclical
-114
- 0.44%
$87.44 - $102.5 $9.97K - $11.7K
26K $2.37M
UNH
Unitedhealth Group Inc

Healthcare
-71
- 4.02%
$485.52 - $625.25 $34.5K - $44.4K
1.7K $857K
HD
Home Depot, Inc.

Consumer Cyclical
-152
- 2.39%
$385.02 - $431.37 $58.5K - $65.6K
6.21K $2.42M
LOW
Lowes Companies Inc

Consumer Cyclical
-38
- 0.64%
$244.52 - $284.07 $9.29K - $10.8K
5.86K $1.45M
KO
Coca Cola CO

Consumer Defensive
-869
- 8.91%
$61.74 - $71.71 $53.7K - $62.3K
8.88K $552K
VIG
Vanguard Dividend Appreciation

ETFs
-755
- 3.98%
N/A
18.2K $3.32M
GE
General Electric CO

Industrials
-117
- 2.23%
$159.95 - $194.23 $18.7K - $22.7K
5.14K $856K
ICE
Intercontinental Exchange, Inc.

Financial Services
-363
- 5.84%
$148.29 - $166.93 $53.8K - $60.6K
5.86K $872K
EBAY
Ebay Inc

Consumer Cyclical
-1.45K
- 20.23%
$57.51 - $67.17 $83.3K - $97.3K
5.71K $353K
NEE
Nextera Energy Inc

Utilities
-831
- 20.73%
$69.77 - $85.43 $58K - $71K
3.18K $227K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.94K
- 22.42%
$77.25 - $91.3 $150K - $177K
6.72K $573K
PG
Procter & Gamble CO

Consumer Defensive
-307
- 4.15%
$161.05 - $179.7 $49.4K - $55.2K
7.1K $1.19M
ABBV
Abb Vie Inc.

Healthcare
-98
- 2.91%
$164.99 - $203.87 $16.2K - $20K
3.28K $581K
GD
General Dynamics Corp

Industrials
-2
- 0.09%
$260.28 - $314.03 $521 - $628
2.12K $557K
MCD
Mcdonalds Corp

Consumer Cyclical
-51
- 1.09%
$288.47 - $316.54 $14.7K - $16.1K
4.63K $1.34M
META
Meta Platforms, Inc.

Communication Services
-643
- 3.69%
$554.08 - $632.68 $356K - $407K
16.8K $9.9M
NVDA
Nvidia Corp

Technology
-836
- 27.53%
$117.0 - $148.88 $97.8K - $124K
2.2K $295K
SO
Southern CO

Utilities
-539
- 15.65%
$81.5 - $94.15 $43.9K - $50.7K
2.91K $239K
FISV
Fiserv Inc

Technology
-558
- 4.32%
N/A
12.4K $1.55M
JNJ
Johnson & Johnson

Healthcare
-31
- 0.93%
$143.34 - $165.86 $4.44K - $5.14K
3.31K $479K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-949
- 4.87%
$61.68 - $67.87 $58.5K - $64.4K
18.6K $1.16M
SLB
Schlumberger Limited

Energy
-106
- 0.7%
$36.83 - $45.59 $3.9K - $4.83K
15K $573K
EXPD
Expeditors International Of Washington Inc

Industrials
-77
- 3.22%
$110.5 - $128.26 $8.51K - $9.88K
2.32K $256K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-951
- 4.16%
$124.26 - $134.12 $118K - $128K
21.9K $2.81M
UPS
United Parcel Service Inc

Industrials
-2
- 0.04%
$122.65 - $138.35 $245 - $277
4.69K $591K
CEG
Constellation Energy Corp

Utilities
-13
- 1.31%
$224.28 - $285.52 $2.92K - $3.71K
981 $220K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-246
- 5.75%
$113.92 - $127.38 $28K - $31.3K
4.03K $464K
SPGI
S&P Global Inc.

Financial Services
-21
- 1.51%
$480.36 - $529.17 $10.1K - $11.1K
1.37K $681K
DUK
Duke Energy Corp

Utilities
-121
- 4.29%
$105.76 - $120.76 $12.8K - $14.6K
2.7K $290K
WMT
Walmart Inc.

Consumer Defensive
-920
- 18.02%
$79.1 - $95.7 $72.8K - $88K
4.19K $378K
ACN
Accenture PLC

Technology
-63
- 1.05%
$343.9 - $376.86 $21.7K - $23.7K
5.91K $2.08M
ABT
Abbott Laboratories

Healthcare
-104
- 3.18%
$111.93 - $119.39 $11.6K - $12.4K
3.17K $358K
ORCL
Oracle Corp

Technology
-7
- 0.3%
$165.41 - $192.43 $1.16K - $1.35K
2.34K $389K
MGC
Vanguard Mega Cap ETF

ETFs
-321
- 3.24%
$204.21 - $220.18 $65.6K - $70.7K
9.59K $2.04M
SYK
Stryker Corp

Healthcare
-2
- 0.12%
$345.14 - $392.15 $690 - $784
1.69K $607K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-136
- 6.4%
$316.94 - $357.88 $43.1K - $48.7K
1.99K $683K
Kenvue Inc
-82K
- 65.53%
N/A
43.1K $0
Ge Vernova Inc
-18
- 1.31%
N/A
1.36K $0
Solventum Corp
-336
- 8.75%
N/A
3.5K $0
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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