Colonial Trust Advisors Sells in Q4 2024

Colonial Trust Advisors

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
-400
- 79.37%
$55.51 - $79.05 $22.2K - $31.6K
104 $5K
BAX
Baxter International Inc

Healthcare
-324
- 11.5%
$28.63 - $37.84 $9.28K - $12.3K
2.49K $72K
FCX
Freeport Mcmoran Inc

Basic Materials
-603
- 63.01%
$38.08 - $50.82 $23K - $30.6K
354 $13K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-1.5K
- 75.0%
N/A
500 $11K
AFL
Aflac Inc

Financial Services
-164
- 9.34%
$100.37 - $115.27 $16.5K - $18.9K
1.59K $164K
CB
Chubb LTD

Financial Services
-106
- 36.43%
$271.57 - $301.89 $28.8K - $32K
185 $51K
BMY
Bristol Myers Squibb CO

Healthcare
-1.02K
- 18.47%
$51.92 - $59.94 $52.7K - $60.8K
4.48K $253K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-166
- 10.73%
$59.25 - $72.99 $9.84K - $12.1K
1.38K $82K
WY
Weyerhaeuser CO

Real Estate
-551
- 20.33%
$27.21 - $33.7 $15K - $18.6K
2.16K $60K
ADP
Automatic Data Processing Inc

Industrials
-204
- 10.83%
$280.08 - $307.97 $57.1K - $62.8K
1.68K $491K
VSH
Vishay Intertechnology Inc

Technology
-1.48K
- 77.43%
$15.17 - $19.41 $22.4K - $28.6K
430 $7K
XLU
Utilities Sector Spdr

ETFs
-283
- 20.87%
$74.89 - $82.93 $21.2K - $23.5K
1.07K $81K
CLX
Clorox CO

Consumer Defensive
-172
- 86.0%
$156.51 - $169.74 $26.9K - $29.2K
28 $4K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-245
- 2.79%
$26.61 - $29.85 $6.52K - $7.31K
8.53K $230K
PEG
Public Service Enterprise Group Inc

Utilities
-259
- 26.84%
$81.87 - $94.51 $21.2K - $24.5K
706 $59K
AXON
Axon Enterprise, Inc.

Industrials
-75
- 73.53%
$399.22 - $689.78 $29.9K - $51.7K
27 $16K
INTC
Intel Corp

Technology
-674
- 23.64%
$19.07 - $26.23 $12.9K - $17.7K
2.18K $43K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-321
- 27.86%
$85.33 - $104.24 $27.4K - $33.5K
831 $80K
UL
Unilever PLC

Consumer Defensive
-172
- 12.54%
$56.7 - $64.64 $9.75K - $11.1K
1.2K $68K
CRWD
Crowd Strike Holdings, Inc.

Technology
-79
- 84.04%
$275.15 - $388.2 $21.7K - $30.7K
15 $5K
PH
Parker Hannifin Corp

Industrials
-32
- 16.93%
$621.74 - $709.46 $19.9K - $22.7K
157 $99K
SBUX
Starbucks Corp

Consumer Cyclical
-170
- 24.11%
$87.44 - $102.5 $14.9K - $17.4K
535 $48K
PLD
Prologis, Inc.

Real Estate
-139
- 65.26%
$101.4 - $126.96 $14.1K - $17.6K
74 $7K
EPD
Enterprise Products Partners L.P.

Energy
-789
- 32.83%
$28.66 - $34.43 $22.6K - $27.2K
1.61K $50K
ISRG
Intuitive Surgical Inc

Healthcare
-39
- 95.12%
$471.27 - $550.62 $18.4K - $21.5K
2 $1K
SON
Sonoco Products CO

Consumer Cyclical
-202
- 12.61%
$48.6 - $54.89 $9.82K - $11.1K
1.4K $68K
WTRG
Essential Utilities, Inc.

Utilities
-416
- 20.37%
$36.18 - $40.55 $15.1K - $16.9K
1.63K $59K
HEFA
Ishares Currency Hedged Msci E

ETFs
-395
- 4.97%
$34.42 - $35.88 $13.6K - $14.2K
7.56K $262K
ADI
Analog Devices Inc

Technology
-78
- 78.0%
$206.35 - $236.48 $16.1K - $18.4K
22 $4K
UTG
Reaves Utility Income Fund

Financial Services
-500
- 25.0%
$30.81 - $34.99 $15.4K - $17.5K
1.5K $47K
SLV
I Shares Silver Trust

ETFs
-400
- 11.76%
$26.33 - $31.74 $10.5K - $12.7K
3K $78K
NEM
Newmont Corp

Basic Materials
-280
- 67.31%
$37.0 - $58.68 $10.4K - $16.4K
136 $5K
KRBN
Kraneshares Global Carbon Stra

Technology
-500
- 71.43%
$26.98 - $32.82 $13.5K - $16.4K
200 $5K
VOE
Vanguard Mid Cap Value Index F

ETFs
-55
- 4.29%
$160.89 - $176.18 $8.85K - $9.69K
1.23K $198K
F
Ford Motor CO

Consumer Cyclical
-1.45K
- 56.66%
$9.69 - $11.4 $14K - $16.5K
1.11K $10K
SHOP
Shopify Inc.

Technology
-275
- 51.4%
$78.14 - $119.49 $21.5K - $32.9K
260 $27K
LHX
L3 Harris Technologies, Inc.

Industrials
-47
- 22.49%
$208.94 - $264.22 $9.82K - $12.4K
162 $34K
SHEL
Shell PLC

Energy
-200
- 23.31%
$60.63 - $70.23 $12.1K - $14K
658 $41K
AWK
American Water Works Company, Inc.

Utilities
-37
- 9.3%
$123.83 - $146.07 $4.58K - $5.4K
361 $44K
COIN
Coinbase Global, Inc.

Technology
-140
- 46.51%
$163.17 - $343.62 $22.8K - $48.1K
161 $39K
VV
Vanguard Large Cap ETF

ETFs
-55
- 15.76%
$260.27 - $280.65 $14.3K - $15.4K
294 $79K
PAYX
Paychex Inc

Industrials
-92
- 78.63%
$135.86 - $148.73 $12.5K - $13.7K
25 $3K
PATH
Ui Path, Inc.

Technology
-925
- 82.22%
$11.95 - $15.5 $11.1K - $14.3K
200 $2K
ENB
Enbridge Inc

Energy
-1.11K
- 5.87%
$40.4 - $43.92 $44.8K - $48.8K
17.8K $755K
XLC
Select Sector Spdr Tr Communic

ETFs
-260
- 11.87%
$89.66 - $102.16 $23.3K - $26.6K
1.93K $186K
DNP
Dnp Select Income Fund Inc

Financial Services
-250
- 3.56%
$8.82 - $9.96 $2.21K - $2.49K
6.78K $59K
VFC
V F Corp

Consumer Cyclical
-587
- 54.0%
$16.7 - $22.59 $9.8K - $13.3K
500 $10K
ON
On Semiconductor Corp

Technology
-130
- 58.82%
$63.05 - $74.7 $8.2K - $9.71K
91 $5K
ROKU
Roku, Inc

Communication Services
-154
- 52.38%
$64.08 - $84.12 $9.87K - $13K
140 $10K
Activity Summary
Buys All Purchases 152 New Holdings 57 Increased Positions 95 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 0 Puts 0
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