Pds Planning, Inc Sells in Q4 2024

Pds Planning, Inc

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-228
- 14.72%
$183.23 - $199.79 $41.8K - $45.6K
1.32K $244K
GIS
General Mills Inc

Consumer Defensive
-124
- 2.93%
$62.78 - $74.62 $7.78K - $9.25K
4.11K $262K
CL
Colgate Palmolive CO

Consumer Defensive
-121
- 4.17%
$90.22 - $102.31 $10.9K - $12.4K
2.78K $252K
G
Genpact LTD

Technology
-1.89K
- 20.29%
$38.17 - $46.82 $72K - $88.3K
7.41K $318K
BDX
Becton Dickinson & CO

Healthcare
-97
- 5.62%
$220.02 - $243.75 $21.3K - $23.6K
1.63K $369K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-195
- 6.49%
$107.06 - $123.74 $20.9K - $24.1K
2.81K $307K
TJX
Tjx Companies Inc

Consumer Cyclical
-578
- 7.59%
$112.15 - $127.2 $64.8K - $73.5K
7.04K $850K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-79
- 5.85%
$176.4 - $231.84 $13.9K - $18.3K
1.27K $224K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-2.87K
- 17.34%
$4.96 - $6.57 $14.2K - $18.8K
13.7K $67K
IWN
Ishares Russell2000 Val ETF

ETFs
-143
- 2.18%
$162.69 - $181.35 $23.3K - $25.9K
6.43K $1.06M
ROP
Roper Technologies Inc

Industrials
-29
- 4.16%
$519.85 - $575.95 $15.1K - $16.7K
668 $347K
KB
Kb Financial Group Inc.

Financial Services
-22
- 0.28%
$56.9 - $72.19 $1.25K - $1.59K
7.75K $441K
CNQ
Canadian Natural Resources LTD

Energy
-567
- 6.2%
$29.51 - $37.6 $16.7K - $21.3K
8.58K $264K
FNDF
Schwab Fundamental Intl Large

ETFs
-127
- 1.55%
$32.92 - $37.15 $4.18K - $4.72K
8.05K $267K
GAL
Ssga Active ETF Tr

ETFs
-220
- 1.07%
$44.18 - $45.9 $9.72K - $10.1K
20.3K $895K
TFC
Truist Financial Corp

Financial Services
-945
- 16.96%
$41.51 - $48.1 $39.2K - $45.5K
4.63K $200K
SPY
Spdr S&P 500 ETF Trust

ETFs
-188
- 3.01%
$567.81 - $607.81 $107K - $114K
6.06K $3.55M
YUM
Yum Brands Inc

Consumer Cyclical
-182
- 10.22%
$130.36 - $139.54 $23.7K - $25.4K
1.6K $214K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-145
- 3.27%
$56.08 - $68.53 $8.13K - $9.94K
4.28K $240K
VB
Vanguard Small Cap ETF

ETFs
-719
- 1.54%
$233.76 - $261.58 $168K - $188K
45.9K $11M
UGP
Ultrapar Holdings Inc

Energy
-1.12K
- 5.21%
$2.57 - $3.95 $2.87K - $4.41K
20.3K $53K
TM
Toyota Motor Corp

Consumer Cyclical
-438
- 12.3%
$169.2 - $199.52 $74.1K - $87.4K
3.12K $607K
AFL
Aflac Inc

Financial Services
-28
- 0.9%
$100.37 - $115.27 $2.81K - $3.23K
3.08K $318K
SNPS
Synopsys Inc

Technology
-6
- 0.58%
$485.36 - $588.0 $2.91K - $3.53K
1.03K $501K
ABC
Amerisourcebergen Corp

Healthcare
-125
- 10.02%
N/A
1.12K $207K
PM
Philip Morris International Inc.

Consumer Defensive
-141
- 3.44%
$118.38 - $133.06 $16.7K - $18.8K
3.96K $476K
CX
Cemex Sab De Cv

Basic Materials
-2.5K
- 14.55%
$5.17 - $6.16 $12.9K - $15.4K
14.7K $82K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-99
- 3.52%
$56.61 - $61.63 $5.6K - $6.1K
2.72K $153K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-221
- 2.18%
$32.65 - $33.68 $7.22K - $7.44K
9.9K $324K
INTU
Intuit Inc

Technology
-42
- 3.29%
$602.01 - $706.25 $25.3K - $29.7K
1.24K $776K
MCO
Moodys Corp

Financial Services
-31
- 2.98%
$454.04 - $500.88 $14.1K - $15.5K
1.01K $478K
ACN
Accenture PLC

Technology
-23
- 0.83%
$343.9 - $376.86 $7.91K - $8.67K
2.74K $962K
ADSK
Autodesk, Inc.

Technology
-40
- 2.73%
N/A
1.42K $349K
SHG
Shinhan Financial Group CO LTD

Financial Services
-261
- 1.99%
N/A
12.9K $445K
WELL
Welltower Inc.

Real Estate
-14
- 0.4%
$123.11 - $139.3 $1.72K - $1.95K
3.46K $435K
IEMG
Ishares Inc

ETFs
-132
- 0.07%
N/A
201K $10.8M
FISV
Fiserv Inc

Technology
-34
- 1.0%
N/A
3.36K $421K
MEDP
Medpace Holdings, Inc.

Healthcare
-3
- 0.13%
$308.93 - $363.58 $927 - $1.09K
2.38K $789K
FICO
Fair Isaac Corp

Technology
-4
- 3.39%
$1911.01 - $2382.4 $7.64K - $9.53K
114 $226K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.63%
$563.99 - $620.12 $1.69K - $1.86K
471 $268K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-5
- 0.84%
$417.69 - $450.94 $2.09K - $2.25K
592 $251K
Linde PLC
-42
- 1.78%
N/A
2.31K $0
Canadian Pacific Kansas City
-368
- 6.39%
N/A
5.39K $0
STXD
Ea Ser Tr Strive 1000 Divid Gr
-110
- 1.25%
N/A
8.69K $0
GEFB
Greif, Inc. Cl B
-2
- 0.02%
N/A
9.35K $0
STXK
Ea Ser Tr Strive 2000 ETF
-975
- 5.72%
N/A
16.1K $0
CRH.L
Crh PLC

Basic Materials
-127
- 3.89%
N/A
3.14K $0
Brookfield Corp
-146
- 2.81%
N/A
5.04K $0
Cybin Inc
-237K
- 88.66%
N/A
30.3K $0
Activity Summary
Buys All Purchases 297 New Holdings 29 Increased Positions 268 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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