Grimes & Company, Inc. Sells in Q4 2024

Grimes & Company, Inc.

  • $3.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ES
Eversource Energy

Utilities
-125
- 1.59%
$55.9 - $67.73 $6.99K - $8.47K
7.75K $445K
NVS
Novartis Ag

Healthcare
-84
- 1.84%
$96.78 - $117.18 $8.13K - $9.84K
4.49K $436K
DUK
Duke Energy Corp

Utilities
-163
- 1.78%
$105.76 - $120.76 $17.2K - $19.7K
8.97K $966K
LEN
Lennar Corp

Consumer Cyclical
-2
- 0.13%
$136.2 - $188.96 $272 - $378
1.57K $213K
MTB
M&T Bank Corp

Financial Services
-583
- 20.4%
$172.48 - $221.95 $101K - $129K
2.28K $427K
ADMA
Adma Biologics, Inc.

Healthcare
-473
- 2.03%
$15.62 - $22.62 $7.39K - $10.7K
22.8K $391K
CHKP
Check Point Software Technologies LTD

Technology
-243
- 5.76%
$170.18 - $209.01 $41.4K - $50.8K
3.97K $741K
VO
Vanguard Mid Cap ETF

ETFs
-276
- 5.18%
$261.5 - $284.63 $72.2K - $78.6K
5.05K $1.33M
PCAR
Paccar Inc

Industrials
-1.28K
- 9.0%
$97.92 - $118.41 $125K - $151K
12.9K $1.34M
D
Dominion Energy, Inc

Utilities
-252
- 2.31%
$52.63 - $60.92 $13.3K - $15.4K
10.7K $574K
ZTS
Zoetis Inc.

Healthcare
-59
- 4.38%
$162.24 - $194.42 $9.57K - $11.5K
1.29K $209K
IWD
Ishares Russell 1000 Val ETF

ETFs
-5
- 0.05%
$183.23 - $199.79 $916 - $999
9.9K $1.83M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-756
- 19.68%
$66.77 - $71.52 $50.5K - $54.1K
3.09K $212K
SUB
Ishares Short Term National Mu

ETFs
-407
- 7.25%
$104.94 - $106.2 $42.7K - $43.2K
5.2K $548K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-457
- 10.99%
$77.86 - $79.27 $35.6K - $36.2K
3.7K $288K
GD
General Dynamics Corp

Industrials
-11
- 1.11%
$260.28 - $314.03 $2.86K - $3.45K
977 $257K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-363
- 5.73%
$481.22 - $538.17 $175K - $195K
5.98K $3.06M
SYY
Sysco Corp

Consumer Defensive
-107
- 0.67%
$73.63 - $81.77 $7.88K - $8.75K
15.9K $1.22M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 26.32%
$4100.99 - $5300.34 $61.5K - $79.5K
42 $208K
HOLX
Hologic Inc

Healthcare
-17
- 0.52%
$70.76 - $83.72 $1.2K - $1.42K
3.25K $234K
SRLN
Ssga Active Trust

ETFs
-674
- 2.07%
$41.48 - $42.08 $28K - $28.4K
31.9K $1.33M
DELL
Dell Technologies Inc.

Technology
-122
- 4.22%
$111.96 - $144.21 $13.7K - $17.6K
2.77K $319K
SPGI
S&P Global Inc.

Financial Services
-27
- 4.8%
$480.36 - $529.17 $13K - $14.3K
535 $266K
MET
Metlife Inc

Financial Services
-201
- 1.87%
$78.15 - $88.25 $15.7K - $17.7K
10.5K $863K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-65
- 1.49%
$74.5 - $78.37 $4.84K - $5.09K
4.3K $321K
VIG
Vanguard Dividend Appreciation

ETFs
-115
- 1.06%
N/A
10.8K $1.96M
ADSK
Autodesk, Inc.

Technology
-72
- 8.43%
N/A
782 $192K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-59
- 3.66%
$176.42 - $186.91 $10.4K - $11K
1.55K $276K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-429
- 0.88%
$41.09 - $45.94 $17.6K - $19.7K
48.4K $2.04M
FDX
Fedex Corp

Industrials
-37
- 3.84%
$260.5 - $305.15 $9.64K - $11.3K
926 $260K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-19
- 0.66%
$103.6 - $112.52 $1.97K - $2.14K
2.87K $300K
VV
Vanguard Large Cap ETF

ETFs
-45
- 2.76%
$260.27 - $280.65 $11.7K - $12.6K
1.58K $426K
FISV
Fiserv Inc

Technology
-17
- 0.21%
N/A
7.95K $994K
PH
Parker Hannifin Corp

Industrials
-5
- 1.15%
$621.74 - $709.46 $3.11K - $3.55K
428 $272K
Ge Healthcare Technologies I
-11
- 0.27%
N/A
4.1K $0
Ge Vernova Inc
-337
- 8.81%
N/A
3.49K $0
ETF Ser Solutions
-27K
- 2.41%
N/A
1.09M $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
-25
- 0.77%
$104.59 - $118.05 $2.61K - $2.95K
3.24K $351K
VOX
Vanguard Communication Service

ETFs
-93
- 4.83%
$144.31 - $163.57 $13.4K - $15.2K
1.83K $284K
AMP
Ameriprise Financial Inc

Financial Services
-184
- 11.08%
$473.15 - $574.01 $87.1K - $106K
1.48K $786K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4
- 0.11%
$124.61 - $133.96 $498 - $536
3.59K $462K
T
At&T Inc.

Communication Services
-240
- 0.72%
$21.22 - $23.88 $5.09K - $5.73K
33.3K $758K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-120
- 0.4%
$118.0 - $127.04 $14.2K - $15.2K
29.9K $3.63M
ROK
Rockwell Automation, Inc

Industrials
-39
- 1.84%
$264.65 - $302.92 $10.3K - $11.8K
2.08K $593K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-80
- 2.79%
$316.94 - $357.88 $25.4K - $28.6K
2.79K $957K
MCK
Mckesson Corp

Healthcare
-2
- 0.33%
$482.27 - $628.5 $965 - $1.26K
604 $344K
CRWD
Crowd Strike Holdings, Inc.

Technology
-10
- 1.25%
$275.15 - $388.2 $2.75K - $3.88K
787 $269K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-65
- 0.68%
$521.84 - $558.82 $33.9K - $36.3K
9.53K $5.13M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-202
- 5.67%
$146.47 - $191.01 $29.6K - $38.6K
3.36K $626K
Activity Summary
Buys All Purchases 236 New Holdings 38 Increased Positions 198 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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