Mechanics Bank Trust Department Purchases in Q4 2024

Mechanics Bank Trust Department

  • $739 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.82K
+ 3.03%
$180.88 - $232.93 $330K - $424K
62K $13.6M
V
Visa Inc.

Financial Services
1.01K
+ 3.08%
$273.87 - $320.91 $277K - $325K
33.9K $10.7M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
73.6K
+ 14.2%
$20.98 - $21.19 $1.54M - $1.56M
592K $12.5M
JPM
Jpmorgan Chase & CO

Financial Services
976
+ 2.5%
$205.18 - $250.29 $200K - $244K
40K $9.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
23.8K
+ 155.4%
$53.94 - $58.15 $1.28M - $1.38M
39.1K $2.2M
NVDA
Nvidia Corp

Technology
1.1K
+ 1.23%
$117.0 - $148.88 $129K - $164K
90.6K $12.2M
GOOG
Alphabet Inc.

Communication Services
3.25K
+ 11.15%
$163.08 - $198.16 $529K - $643K
32.4K $6.16M
AVGO
Broadcom Inc.

Technology
1.79K
+ 13.84%
$159.67 - $250.0 $285K - $446K
14.7K $3.4M
LLY
Eli Lilly & CO

Healthcare
1.55K
+ 39.56%
$727.2 - $932.06 $1.13M - $1.44M
5.47K $4.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.54K
+ 9.11%
$264.18 - $304.19 $407K - $468K
18.4K $5.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
960
+ 16.04%
$521.84 - $558.82 $501K - $536K
6.95K $3.74M
IYW
Ishares Dj Us Tech ETF

ETFs
56
+ 0.09%
$148.14 - $166.23 $8.3K - $9.31K
62.6K $9.98M
CRM
Salesforce, Inc.

Technology
1.46K
New
$270.87 - $367.87 $395K - $537K
1.46K $487K
BSX
Boston Scientific Corp

Healthcare
4.65K
New
$83.62 - $91.5 $388K - $425K
4.65K $414K
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
+ 46.15%
$280.04 - $302.45 $336K - $363K
3.8K $1.1M
WCN
Waste Connections, Inc.

Industrials
2.06K
New
$171.06 - $193.25 $352K - $398K
2.06K $353K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
404
New
$701.85 - $1046.91 $284K - $423K
404 $287K
ACN
Accenture PLC

Technology
772
+ 114.37%
$343.9 - $376.86 $265K - $291K
1.45K $509K
XLC
Select Sector Spdr Tr Communic

ETFs
2.7K
New
$89.66 - $102.16 $242K - $275K
2.7K $260K
AZO
Autozone Inc

Consumer Cyclical
75
New
$2981.19 - $3370.27 $224K - $253K
75 $240K
KEYS
Keysight Technologies, Inc.

Technology
1.5K
New
$149.01 - $172.53 $224K - $259K
1.5K $240K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.4K
+ 4.16%
$138.59 - $156.61 $194K - $219K
35.1K $5.3M
ADI
Analog Devices Inc

Technology
1.11K
New
$206.35 - $236.48 $228K - $262K
1.11K $234K
DFS
Discover Financial Services

Financial Services
1.35K
New
$136.3 - $182.67 $184K - $247K
1.35K $233K
AMD
Advanced Micro Devices Inc

Technology
1.88K
New
$118.88 - $172.8 $223K - $325K
1.88K $227K
APD
Air Products & Chemicals, Inc.

Basic Materials
800
+ 79.21%
$285.5 - $335.62 $228K - $268K
1.81K $524K
NVO
Novo Nordisk A S

Healthcare
2.59K
New
$85.0 - $120.04 $220K - $311K
2.59K $222K
EGP
Eastgroup Properties Inc

Real Estate
1.37K
New
$158.74 - $185.14 $217K - $253K
1.37K $219K
C
Citigroup Inc

Financial Services
3.07K
New
$61.31 - $72.5 $188K - $223K
3.07K $216K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.21K
New
$176.4 - $231.84 $213K - $279K
1.21K $212K
BRO
Brown & Brown, Inc.

Financial Services
2.02K
New
$100.93 - $113.42 $203K - $229K
2.02K $205K
NCNO
N Cino, Inc.

Technology
6K
New
$30.14 - $42.64 $181K - $256K
6K $201K
PGR
Progressive Corp

Financial Services
901
+ 79.17%
$239.6 - $268.88 $216K - $242K
2.04K $488K
MA
Mastercard Inc

Financial Services
44
+ 0.84%
$491.3 - $536.15 $21.6K - $23.6K
5.28K $2.78M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.5K
+ 55.15%
$118.0 - $127.04 $177K - $191K
4.22K $513K
INTU
Intuit Inc

Technology
272
+ 43.04%
$602.01 - $706.25 $164K - $192K
904 $568K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.62K
+ 6.13%
$60.24 - $63.08 $218K - $228K
62.7K $3.8M
DE
Deere & CO

Industrials
342
+ 23.85%
$389.45 - $466.0 $133K - $159K
1.78K $752K
TBK
Triumph Bancorp, Inc.

Financial Services
2.22K
New
N/A
2.22K $142K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
8K
+ 15.46%
$19.11 - $20.04 $153K - $160K
59.8K $1.15M
HSY
Hershey CO

Consumer Defensive
835
+ 44.77%
$168.67 - $193.65 $141K - $162K
2.7K $457K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.5K
+ 6.29%
$22.1 - $22.59 $99.5K - $102K
76K $1.69M
META
Meta Platforms, Inc.

Communication Services
76
+ 7.69%
$554.08 - $632.68 $42.1K - $48.1K
1.06K $627K
HPP
Hudson Pacific Properties, Inc.

Real Estate
19.9K
New
$2.6 - $4.98 $51.8K - $99.2K
19.9K $60K
GSHD
Goosehead Insurance, Inc.

Financial Services
109
+ 4.46%
$87.63 - $129.69 $9.55K - $14.1K
2.55K $273K
ETN
Eaton Corp PLC

Industrials
115
+ 16.5%
$326.96 - $377.52 $37.6K - $43.4K
812 $269K
CBRE
Cbre Group, Inc.

Real Estate
27
+ 0.63%
$119.22 - $140.71 $3.22K - $3.8K
4.28K $562K
TMO
Thermo Fisher Scientific Inc.

Healthcare
477
+ 21.85%
$501.29 - $612.85 $239K - $292K
2.66K $1.38M
MORN
Morningstar, Inc.

Financial Services
5
+ 0.48%
$312.56 - $358.78 $1.56K - $1.79K
1.05K $354K
Activity Summary
Buys All Purchases 84 New Holdings 23 Increased Positions 61 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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