Keystone Financial Services Purchases in Q4 2024

Keystone Financial Services

  • $258 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
494
+ 8.05%
$79.61 - $92.24 $39.3K - $45.6K
6.63K $529K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
14
+ 0.16%
$33.39 - $37.66 $467 - $527
8.72K $291K
CEG
Constellation Energy Corp

Utilities
18
+ 2.0%
$224.28 - $285.52 $4.04K - $5.14K
916 $206K
EBAY
Ebay Inc

Consumer Cyclical
241
+ 1.58%
$57.51 - $67.17 $13.9K - $16.2K
15.5K $959K
EMB
Ishares Tr

ETFs
44
+ 0.49%
$88.94 - $93.46 $3.91K - $4.11K
8.96K $797K
XOM
Exxon Mobil Corp

Energy
172
+ 2.96%
$105.51 - $125.37 $18.1K - $21.6K
5.98K $643K
ADI
Analog Devices Inc

Technology
98
+ 2.7%
$206.35 - $236.48 $20.2K - $23.2K
3.73K $792K
UL
Unilever PLC

Consumer Defensive
652
+ 5.66%
$56.7 - $64.64 $37K - $42.1K
12.2K $690K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
10
+ 0.12%
$64.62 - $71.43 $646 - $714
8.18K $528K
OMC
Omnicom Group Inc.

Communication Services
85
+ 2.1%
$85.82 - $105.47 $7.29K - $8.96K
4.13K $355K
CMCSA
Comcast Corp

Communication Services
654
+ 2.6%
$37.39 - $45.14 $24.5K - $29.5K
25.8K $968K
NVS
Novartis Ag

Healthcare
237
+ 3.32%
$96.78 - $117.18 $22.9K - $27.8K
7.37K $717K
SNY
Sanofi

Healthcare
278
+ 2.04%
$45.89 - $57.31 $12.8K - $15.9K
13.9K $669K
IVE
Ishares S&P 500 Value ETF

ETFs
760
+ 1.44%
$189.5 - $206.17 $144K - $157K
53.5K $10.2M
MBB
Ishares Tr

ETFs
1.02K
+ 1.48%
$91.26 - $95.82 $92.9K - $97.5K
70K $6.42M
ELV
Elevance Health, Inc.

Healthcare
33
+ 2.35%
$365.96 - $514.62 $12.1K - $17K
1.44K $530K
TLT
Ishares Barclays 20+ Year Trea

ETFs
184
+ 0.49%
$87.1 - $98.49 $16K - $18.1K
37.7K $3.29M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.88K
+ 2.28%
$55.45 - $61.08 $160K - $176K
129K $7.16M
EFV
Msci Eafe Value ETF

ETFs
6.32K
+ 2.39%
$51.78 - $57.15 $327K - $361K
271K $14.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.69K
+ 0.86%
$45.07 - $47.1 $256K - $268K
670K $30.3M
EFG
Msci Eafe Growth ETF

ETFs
3.51K
+ 2.7%
$96.83 - $106.88 $340K - $375K
134K $12.9M
Activity Summary
Buys All Purchases 72 New Holdings 12 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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