Fairhaven Wealth Management, LLC Sells in Q2 2024

Fairhaven Wealth Management, LLC

  • $302 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-27
- 0.29%
$441.1 - $479.43 $11.9K - $12.9K
9.19K $4.05M
ABT
Abbott Laboratories

Healthcare
-462
- 3.05%
$100.73 - $112.44 $46.5K - $51.9K
14.7K $1.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 1.95%
$249.37 - $280.22 $20.9K - $23.5K
4.23K $1.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
-495
- 7.92%
$495.16 - $548.49 $245K - $272K
5.76K $3.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.29%
$396.73 - $420.24 $7.93K - $8.4K
6.96K $2.83M
ATEC
Alphatec Holdings, Inc.

Healthcare
-75
- 0.28%
$9.49 - $14.26 $712 - $1.07K
26.8K $279K
MUB
Ishares National Muni Bond ETF

ETFs
-465
- 4.41%
$105.37 - $107.16 $49K - $49.8K
10.1K $1.07M
GD
General Dynamics Corp

Industrials
-269
- 7.05%
$281.11 - $300.23 $75.6K - $80.8K
3.54K $1.03M
VEU
Vanguard Ftse All World Ex Us

ETFs
-23
- 0.06%
$56.22 - $60.47 $1.29K - $1.39K
39.9K $2.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10
- 0.43%
$154.56 - $173.19 $1.55K - $1.73K
2.29K $391K
VUG
Vanguard Growth ETF

ETFs
-100
- 4.91%
$322.46 - $377.11 $32.2K - $37.7K
1.94K $724K
JPM
Jpmorgan Chase & CO

Financial Services
-169
- 0.58%
$180.08 - $204.79 $30.4K - $34.6K
29.2K $5.9M
LLY
Eli Lilly & CO

Healthcare
-45
- 8.38%
$724.87 - $909.04 $32.6K - $40.9K
492 $445K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.46%
$414.65 - $485.21 $2.07K - $2.43K
1.08K $516K
GOOG
Alphabet Inc.

Communication Services
-92
- 1.3%
$151.94 - $186.86 $14K - $17.2K
7K $1.28M
AMZN
Amazon Com Inc

Consumer Cyclical
-33
- 0.12%
$173.67 - $197.85 $5.73K - $6.53K
27.7K $5.35M
ORCL
Oracle Corp

Technology
-480
- 1.08%
$113.75 - $144.64 $54.6K - $69.4K
44K $6.21M
GOOGL
Alphabet Inc.

Communication Services
-666
- 2.19%
$150.53 - $185.41 $100K - $123K
29.8K $5.42M
AAPL
Apple Inc.

Technology
-353
- 0.44%
$165.0 - $216.67 $58.2K - $76.5K
79.2K $16.7M
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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