Phoenix Wealth Advisors Sells in Q4 2024

Phoenix Wealth Advisors

  • $229 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSI
Motorola Solutions, Inc.

Technology
-198
- 2.73%
$449.08 - $504.6 $88.9K - $99.9K
7.05K $3.26M
TROW
Price T Rowe Group Inc

Financial Services
-67
- 3.13%
$106.48 - $124.69 $7.13K - $8.35K
2.07K $234K
PAYX
Paychex Inc

Industrials
-14
- 0.41%
$135.86 - $148.73 $1.9K - $2.08K
3.4K $476K
BUG
Global X Fds Cybersecurity ETF

ETFs
-27
- 0.11%
$30.13 - $34.51 $814 - $932
25.1K $804K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-15
- 0.34%
$77.25 - $91.3 $1.16K - $1.37K
4.38K $374K
CME
Cme Group Inc.

Financial Services
-416
- 3.46%
$221.17 - $246.02 $92K - $102K
11.6K $2.7M
AXP
American Express CO

Financial Services
-46
- 2.1%
$267.35 - $305.57 $12.3K - $14.1K
2.14K $636K
SNA
Snap On Inc

Industrials
-2
- 0.15%
$285.44 - $371.35 $571 - $743
1.37K $465K
CSCO
Cisco Systems, Inc.

Technology
-215
- 1.41%
$52.45 - $60.02 $11.3K - $12.9K
15.1K $891K
HON
Honeywell International Inc

Industrials
-5
- 0.11%
$202.84 - $236.0 $1.01K - $1.18K
4.44K $1M
FINX
Global X Fds Fintech ETF (De)

ETFs
-99
- 0.28%
$27.48 - $34.32 $2.72K - $3.4K
35.2K $1.1M
DRI
Darden Restaurants Inc

Consumer Cyclical
-576
- 3.8%
$155.96 - $188.66 $89.8K - $109K
14.6K $2.72M
TSLA
Tesla, Inc.

Consumer Cyclical
-52
- 2.79%
$213.65 - $479.86 $11.1K - $25K
1.81K $732K
ARKW
Ark Next Generation Internet E

ETFs
-7
- 0.06%
$82.66 - $120.04 $579 - $840
10.9K $1.18M
WMT
Walmart Inc.

Consumer Defensive
-1.84K
- 3.84%
$79.1 - $95.7 $146K - $176K
46.1K $4.17M
JPM
Jpmorgan Chase & CO

Financial Services
-449
- 2.58%
$205.18 - $250.29 $92.1K - $112K
17K $4.07M
AVGO
Broadcom Inc.

Technology
-681
- 3.74%
$159.67 - $250.0 $109K - $170K
17.5K $4.06M
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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