Chesapeake Wealth Management Sells in Q4 2024

Chesapeake Wealth Management

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-198
- 3.68%
$554.08 - $632.68 $110K - $125K
5.19K $3.06M
ALL
Allstate Corp

Financial Services
-132
- 8.89%
$181.25 - $208.2 $23.9K - $27.5K
1.35K $260K
ACN
Accenture PLC

Technology
-25
- 0.36%
$343.9 - $376.86 $8.6K - $9.42K
6.9K $2.43M
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 5.74%
$873.59 - $994.69 $34.1K - $38.8K
640 $586K
GLD
Spdr Gold Trust

ETFs
-50
- 2.0%
$236.59 - $257.5 $11.8K - $12.9K
2.45K $593K
FISV
Fiserv Inc

Technology
-119
- 2.49%
N/A
4.66K $583K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-40
- 2.38%
$174.22 - $187.62 $6.97K - $7.5K
1.64K $287K
IWM
Ishares Russell 2000 ETF

ETFs
-67
- 0.52%
$216.13 - $242.4 $14.5K - $16.2K
12.9K $2.86M
IWR
Ishares Russell Mid Cap ETF

ETFs
-352
- 0.5%
$87.25 - $95.52 $30.7K - $33.6K
69.5K $6.14M
DOV
Dover Corp

Industrials
-24
- 1.81%
$184.72 - $206.51 $4.43K - $4.96K
1.3K $243K
HYG
Ishares Tr

ETFs
-2
- 0.05%
$78.09 - $80.04 $156 - $160
3.81K $299K
IBM
International Business Machines Corp

Technology
-9
- 0.38%
$204.9 - $238.04 $1.84K - $2.14K
2.35K $517K
IYJ
Ishares Tr

ETFs
-15
- 0.5%
$132.97 - $143.93 $1.99K - $2.16K
2.99K $399K
Labcorp Holdings Inc
-25
- 2.18%
N/A
1.12K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-172
- 1.83%
$570.51 - $610.59 $98.1K - $105K
9.21K $5.42M
SRE
Sempra Energy

Utilities
-34
- 0.65%
$80.81 - $94.77 $2.75K - $3.22K
5.16K $452K
IYW
Ishares Dj Us Tech ETF

ETFs
-29
- 0.8%
$148.14 - $166.23 $4.3K - $4.82K
3.58K $571K
TJX
Tjx Companies Inc

Consumer Cyclical
-115
- 0.92%
$112.15 - $127.2 $12.9K - $14.6K
12.3K $1.49M
BX
Blackstone Inc.

Financial Services
-15
- 0.92%
$148.45 - $199.05 $2.23K - $2.99K
1.62K $279K
IYC
Ishares U.S. Consumer Discreti

ETFs
-31
- 0.76%
$85.96 - $101.28 $2.66K - $3.14K
4.07K $391K
AMP
Ameriprise Financial Inc

Financial Services
-15
- 2.31%
$473.15 - $574.01 $7.1K - $8.61K
635 $338K
NOW
Service Now, Inc.

Technology
-11
- 3.58%
$867.18 - $1148.42 $9.54K - $12.6K
296 $313K
DIS
Walt Disney CO

Communication Services
-65
- 1.71%
$92.39 - $117.6 $6.01K - $7.64K
3.74K $416K
V
Visa Inc.

Financial Services
-45
- 2.83%
$273.87 - $320.91 $12.3K - $14.4K
1.55K $488K
MA
Mastercard Inc

Financial Services
-56
- 2.02%
$491.3 - $536.15 $27.5K - $30K
2.72K $1.43M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.03K
- 3.67%
$89.66 - $102.16 $92.3K - $105K
27K $2.62M
XLK
Technology Sector Spdr

ETFs
-761
- 1.99%
$220.26 - $241.44 $168K - $184K
37.5K $8.72M
AXP
American Express CO

Financial Services
-223
- 3.43%
$267.35 - $305.57 $59.6K - $68.1K
6.27K $1.86M
XLF
Financial Sector Spdr

ETFs
-1.57K
- 2.59%
$44.89 - $51.34 $70.5K - $80.6K
59K $2.85M
XLY
Select Sector Spdr Consumer Di

ETFs
-507
- 4.35%
$194.8 - $239.43 $98.8K - $121K
11.1K $2.5M
WMT
Walmart Inc.

Consumer Defensive
-474
- 1.85%
$79.1 - $95.7 $37.5K - $45.4K
25.2K $2.28M
JPM
Jpmorgan Chase & CO

Financial Services
-202
- 1.87%
$205.18 - $250.29 $41.4K - $50.6K
10.6K $2.54M
MS
Morgan Stanley

Financial Services
-159
- 1.05%
$104.42 - $134.99 $16.6K - $21.5K
15K $1.89M
GOOGL
Alphabet Inc.

Communication Services
-1.31K
- 4.68%
$161.86 - $196.66 $213K - $258K
26.7K $5.06M
NVDA
Nvidia Corp

Technology
-2.58K
- 3.92%
$117.0 - $148.88 $302K - $384K
63.3K $8.49M
AMZN
Amazon Com Inc

Consumer Cyclical
-743
- 3.32%
$180.88 - $232.93 $134K - $173K
21.6K $4.74M
AAPL
Apple Inc.

Technology
-866
- 1.75%
$221.69 - $259.02 $192K - $224K
48.5K $12.2M
AVGO
Broadcom Inc.

Technology
-1.25K
- 7.18%
$159.67 - $250.0 $199K - $312K
16.1K $3.74M
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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