Forbes J M & CO LLP Reduced Holdings in Q4 2024

Forbes J M & CO LLP

  • $1.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-52.3K
- 22.68%
$79.1 - $95.7 $4.13M - $5M
178K $16.1M
JPM
Jpmorgan Chase & CO

Financial Services
-19.2K
- 16.89%
$205.18 - $250.29 $3.94M - $4.81M
94.5K $22.7M
PG
Procter & Gamble CO

Consumer Defensive
-347
- 0.3%
$161.05 - $179.7 $55.9K - $62.4K
117K $19.7M
XOM
Exxon Mobil Corp

Energy
-233
- 0.53%
$105.51 - $125.37 $24.6K - $29.2K
44K $4.73M
XLI
Industrial Sector Spdr

ETFs
-43
- 0.05%
$131.76 - $143.99 $5.67K - $6.19K
83.4K $11M
ABBV
Abb Vie Inc.

Healthcare
-116
- 0.81%
$164.99 - $203.87 $19.1K - $23.6K
14.2K $2.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 0.25%
$288.47 - $316.54 $5.77K - $6.33K
7.88K $2.28M
INTC
Intel Corp

Technology
-96
- 0.35%
$19.07 - $26.23 $1.83K - $2.52K
27K $540K
ADI
Analog Devices Inc

Technology
-100
- 2.5%
$206.35 - $236.48 $20.6K - $23.6K
3.9K $828K
CARR
Carrier Global Corp

Industrials
-92
- 1.49%
$66.69 - $82.65 $6.14K - $7.6K
6.08K $415K
PFE
Pfizer Inc

Healthcare
-264
- 1.27%
$24.8 - $30.19 $6.55K - $7.97K
20.5K $543K
RTX
Raytheon Technologies Corp

Industrials
-68
- 0.83%
$114.45 - $127.21 $7.78K - $8.65K
8.08K $934K
OTIS
Otis Worldwide Corp

Industrials
-52
- 1.82%
$92.57 - $106.01 $4.81K - $5.51K
2.8K $259K
STT
State Street Corp

Financial Services
-843
- 16.49%
$85.96 - $100.78 $72.5K - $85K
4.27K $419K
IEF
Ishares Barclays

ETFs
-149
- 5.07%
$92.08 - $98.18 $13.7K - $14.6K
2.79K $258K
CVX
Chevron Corp

Energy
-2
- 0.03%
$141.15 - $162.53 $282 - $325
6.15K $891K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-385
- 1.49%
$107.41 - $115.71 $41.4K - $44.5K
25.5K $2.81M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-375
- 0.65%
$124.26 - $134.12 $46.6K - $50.3K
57.7K $7.42M
DIS
Walt Disney CO

Communication Services
-93
- 0.86%
$92.39 - $117.6 $8.59K - $10.9K
10.8K $1.2M
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.01%
$280.08 - $307.97 $280 - $308
10.1K $2.96M
CSCO
Cisco Systems, Inc.

Technology
-335
- 0.97%
$52.45 - $60.02 $17.6K - $20.1K
34.1K $2.02M
NVDA
Nvidia Corp

Technology
-35.2K
- 7.19%
$117.0 - $148.88 $4.12M - $5.24M
454K $60.9M
Activity Summary
Buys All Purchases 68 New Holdings 7 Increased Positions 61 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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