Fairhaven Wealth Management, LLC Purchases in Q2 2024

Fairhaven Wealth Management, LLC

  • $302 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
37
+ 1.6%
$99.29 - $122.82 $3.67K - $4.54K
2.35K $233K
JNJ
Johnson & Johnson

Healthcare
47
+ 0.63%
$144.38 - $157.78 $6.79K - $7.42K
7.51K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 0.9%
$325.1 - $368.03 $8.78K - $9.94K
3.03K $1.04M
PEP
Pepsico Inc

Consumer Defensive
204
+ 0.96%
$163.33 - $183.11 $33.3K - $37.4K
21.5K $3.55M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.8K
+ 2.83%
$56.43 - $60.79 $607K - $654K
391K $22.9M
V
Visa Inc.

Financial Services
246
+ 1.21%
$262.47 - $281.5 $64.6K - $69.2K
20.6K $5.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.65K
+ 1.26%
$102.13 - $110.88 $168K - $183K
133K $14.2M
IQV
Iqvia Holdings Inc.

Healthcare
160
+ 1.13%
$211.18 - $248.87 $33.8K - $39.8K
14.4K $3.03M
LOW
Lowes Companies Inc

Consumer Cyclical
64
+ 0.33%
$214.27 - $249.28 $13.7K - $16K
19.6K $4.33M
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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