Oak Harbor Wealth Partners, LLC Purchases in Q2 2024

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
16
+ 0.04%
$35.41 - $40.18 $567 - $643
38.9K $1.51M
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.35%
$117.31 - $125.13 $352 - $375
859 $103K
DVY
Ishares Tr

ETFs
1
+ 0.01%
$115.73 - $125.75 $116 - $126
7.06K $854K
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.09%
$63.15 - $72.88 $189 - $219
3.36K $230K
JPSE
J P Morgan Diversified Return

ETFs
250
+ 1.2%
$42.08 - $45.34 $10.5K - $11.3K
21K $916K
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.01%
$51.18 - $57.83 $51.2 - $57.8
8.27K $446K
CSCO
Cisco Systems, Inc.

Technology
1.2K
+ 2.66%
$45.52 - $50.04 $54.6K - $60K
46.4K $2.2M
BMY
Bristol Myers Squibb CO

Healthcare
417
+ 7.18%
$40.25 - $52.99 $16.8K - $22.1K
6.22K $258K
PEP
Pepsico Inc

Consumer Defensive
9
+ 0.14%
$163.33 - $183.11 $1.47K - $1.65K
6.26K $1.03M
CMCSA
Comcast Corp

Communication Services
2.31K
+ 6.08%
$36.9 - $42.28 $85.3K - $97.8K
40.4K $1.58M
AMD
Advanced Micro Devices Inc

Technology
40
+ 0.85%
$144.27 - $183.34 $5.77K - $7.33K
4.77K $772K
DRI
Darden Restaurants Inc

Consumer Cyclical
345
+ 3.61%
$145.98 - $167.24 $50.4K - $57.7K
9.9K $1.5M
HAL
Halliburton CO

Energy
2
+ 0.01%
$32.92 - $41.24 $65.8 - $82.5
18.9K $637K
IEFA
Ishares Tr

ETFs
1.63K
+ 1.1%
$70.77 - $76.19 $115K - $124K
150K $10.9M
IQV
Iqvia Holdings Inc.

Healthcare
35
+ 1.16%
$211.18 - $248.87 $7.39K - $8.71K
3.05K $644K
EL
Estee Lauder Companies Inc

Consumer Defensive
280
+ 9.04%
$106.4 - $152.77 $29.8K - $42.8K
3.38K $359K
CME
Cme Group Inc.

Financial Services
159
+ 1.9%
$194.1 - $216.77 $30.9K - $34.5K
8.53K $1.68M
MDT
Medtronic PLC

Healthcare
977
+ 3.98%
$78.71 - $87.02 $76.9K - $85K
25.5K $2.01M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.11%
$214.27 - $249.28 $857 - $997
3.81K $840K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.59K
+ 2.0%
$102.13 - $110.88 $163K - $177K
81.1K $8.65M
UNP
Union Pacific Corp

Industrials
102
+ 1.19%
$221.38 - $247.4 $22.6K - $25.2K
8.68K $1.96M
DE
Deere & CO

Industrials
50
+ 0.9%
$364.98 - $414.02 $18.2K - $20.7K
5.59K $2.09M
INTC
Intel Corp

Technology
14
+ 0.09%
$29.85 - $44.52 $418 - $623
14.8K $458K
UPS
United Parcel Service Inc

Industrials
5
+ 0.03%
$134.2 - $152.27 $671 - $761
17.6K $2.41M
VO
Vanguard Mid Cap ETF

ETFs
549
+ 1.18%
$234.99 - $248.98 $129K - $137K
47K $11.4M
JNJ
Johnson & Johnson

Healthcare
804
+ 2.79%
$144.38 - $157.78 $116K - $127K
29.6K $4.33M
V
Visa Inc.

Financial Services
14
+ 0.07%
$262.47 - $281.5 $3.67K - $3.94K
20.8K $5.46M
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 0.37%
$325.1 - $368.03 $11.4K - $12.9K
9.56K $3.29M
CRM
Salesforce, Inc.

Technology
5
+ 0.06%
$218.01 - $304.74 $1.09K - $1.52K
8.9K $2.29M
CAT
Caterpillar Inc

Industrials
3
+ 0.02%
$321.47 - $379.3 $964 - $1.14K
17.7K $5.91M
Activity Summary
Buys All Purchases 81 New Holdings 3 Increased Positions 78 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 1 Puts 0
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