Mitchell & Pahl Private Wealth, LLC Purchases in Q4 2024

Mitchell & Pahl Private Wealth, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Cooper Cos Inc
532
+ 6.66%
N/A
8.52K $0
Linde PLC
205
+ 2.7%
N/A
7.79K $0
UPS
United Parcel Service Inc

Industrials
1.25K
+ 8.06%
$122.65 - $138.35 $153K - $173K
16.7K $2.11M
MCD
Mcdonalds Corp

Consumer Cyclical
450
+ 4.77%
$288.47 - $316.54 $130K - $142K
9.88K $2.86M
PEP
Pepsico Inc

Consumer Defensive
1.14K
+ 11.14%
$151.29 - $176.1 $172K - $200K
11.3K $1.72M
FTS
Fortis Inc.

Utilities
1.18K
+ 7.34%
$41.04 - $45.81 $48.5K - $54.1K
17.3K $718K
CHE
Chemed Corp

Healthcare
114
+ 10.52%
$517.44 - $613.19 $59K - $69.9K
1.2K $634K
WM
Waste Management Inc

Industrials
316
+ 2.14%
$201.79 - $228.46 $63.8K - $72.2K
15.1K $3.04M
TT
Trane Technologies PLC

Industrials
103
+ 3.14%
$369.35 - $419.14 $38K - $43.2K
3.39K $1.25M
DEO
Diageo PLC

Consumer Defensive
414
+ 6.89%
$118.0 - $139.88 $48.9K - $57.9K
6.43K $816K
SITE
Site One Landscape Supply, Inc.

Industrials
414
+ 9.08%
$131.3 - $156.31 $54.4K - $64.7K
4.97K $655K
VLO
Valero Energy Corp

Energy
1.05K
+ 7.98%
$118.59 - $144.02 $124K - $151K
14.2K $1.74M
POOL
Pool Corp

Industrials
180
+ 6.48%
$339.32 - $390.03 $61.1K - $70.2K
2.96K $1.01M
ELAN
Elanco Animal Health Inc

Healthcare
4.88K
+ 12.56%
$11.63 - $14.67 $56.8K - $71.6K
43.7K $529K
TEF
Telefonica S A

Communication Services
15.3K
+ 11.29%
$4.02 - $4.88 $61.7K - $74.9K
151K $608K
MMM
3 M CO

Industrials
759
+ 3.63%
$124.74 - $137.12 $94.7K - $104K
21.7K $2.79M
NGG
National Grid PLC

Utilities
859
+ 7.9%
$57.68 - $70.03 $49.5K - $60.2K
11.7K $697K
AWK
American Water Works Company, Inc.

Utilities
1.26K
+ 12.52%
$123.83 - $146.07 $157K - $185K
11.4K $1.41M
UL
Unilever PLC

Consumer Defensive
1.36K
+ 7.64%
$56.7 - $64.64 $77K - $87.8K
19.1K $1.09M
EFX
Equifax Inc

Industrials
176
+ 5.99%
$245.03 - $293.5 $43.1K - $51.7K
3.11K $793K
PG
Procter & Gamble CO

Consumer Defensive
248
+ 1.22%
$161.05 - $179.7 $39.9K - $44.6K
20.5K $3.44M
HD
Home Depot, Inc.

Consumer Cyclical
99
+ 1.16%
$385.02 - $431.37 $38.1K - $42.7K
8.66K $3.37M
RIO
Rio Tinto PLC

Basic Materials
984
+ 7.68%
$58.59 - $71.15 $57.7K - $70K
13.8K $811K
EXPO
Exponent Inc

Industrials
584
+ 9.8%
$88.94 - $114.63 $51.9K - $66.9K
6.55K $583K
AZN
Astrazeneca PLC

Healthcare
771
+ 5.89%
$63.2 - $79.58 $48.7K - $61.4K
13.9K $908K
AFL
Aflac Inc

Financial Services
809
+ 3.12%
$100.37 - $115.27 $81.2K - $93.3K
26.7K $2.77M
VZ
Verizon Communications Inc

Communication Services
2.95K
+ 5.77%
$39.6 - $45.21 $117K - $133K
54K $2.16M
ASML
Asml Holding Nv

Technology
54
+ 4.2%
$658.43 - $872.27 $35.6K - $47.1K
1.34K $928K
AMGN
Amgen Inc

Healthcare
676
+ 12.99%
$258.78 - $328.31 $175K - $222K
5.88K $1.53M
NDSN
Nordson Corp

Industrials
305
+ 7.62%
$208.83 - $264.36 $63.7K - $80.6K
4.31K $901K
SMG
Scotts Miracle Gro CO

Basic Materials
584
+ 6.23%
$65.14 - $93.47 $38K - $54.6K
9.95K $660K
CCI
Crown Castle International Corp

Real Estate
1.83K
+ 15.89%
$89.78 - $119.11 $164K - $218K
13.3K $1.21M
ECL
Ecolab Inc.

Basic Materials
321
+ 2.58%
$234.32 - $261.43 $75.2K - $83.9K
12.7K $2.99M
PII
Polaris Inc.

Consumer Cyclical
989
+ 10.55%
$56.74 - $83.06 $56.1K - $82.1K
10.4K $596K
PHG
Koninklijke Philips Nv

Healthcare
2.21K
+ 6.57%
$24.71 - $32.66 $54.7K - $72.3K
35.9K $908K
JNJ
Johnson & Johnson

Healthcare
739
+ 4.24%
$143.34 - $165.86 $106K - $123K
18.2K $2.63M
PSX
Phillips 66

Energy
1.03K
+ 5.59%
$110.35 - $138.93 $114K - $143K
19.4K $2.21M
SHW
Sherwin Williams CO

Basic Materials
266
+ 3.74%
$338.75 - $399.71 $90.1K - $106K
7.38K $2.51M
ABBV
Abb Vie Inc.

Healthcare
588
+ 3.72%
$164.99 - $203.87 $97K - $120K
16.4K $2.91M
GD
General Dynamics Corp

Industrials
471
+ 5.1%
$260.28 - $314.03 $123K - $148K
9.71K $2.56M
CMCSA
Comcast Corp

Communication Services
2.91K
+ 3.53%
$37.39 - $45.14 $109K - $131K
85.4K $3.21M
XOM
Exxon Mobil Corp

Energy
396
+ 1.29%
$105.51 - $125.37 $41.8K - $49.6K
31K $3.34M
NVS
Novartis Ag

Healthcare
1.22K
+ 5.81%
$96.78 - $117.18 $118K - $143K
22.2K $2.16M
BCE
Bce Inc

Communication Services
789
+ 3.32%
$22.53 - $34.84 $17.8K - $27.5K
24.5K $568K
NVO
Novo Nordisk A S

Healthcare
424
+ 3.48%
$85.0 - $120.04 $36K - $50.9K
12.6K $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.64K
+ 6.75%
$59.25 - $72.99 $157K - $193K
41.8K $2.5M
NEE
Nextera Energy Inc

Utilities
949
+ 2.57%
$69.77 - $85.43 $66.2K - $81.1K
37.9K $2.72M
UNH
Unitedhealth Group Inc

Healthcare
39
+ 0.44%
$485.52 - $625.25 $18.9K - $24.4K
8.83K $4.46M
Activity Summary
Buys All Purchases 99 New Holdings 2 Increased Positions 97 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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