Number of Shares
10,846
Previous 12,066 10.11%
Holding current value
$301 Million
Previous $331 Million 9.03%
% of portfolio
0.12%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
N/A
-1,220 Reduced 10.11%
10,846 $301 Million
Q3 2024

Nov 13, 2024

SELL
N/A
-7,326 Reduced 37.78%
12,066 $331 Million
Q2 2024

Aug 09, 2024

SELL
N/A
-176 Reduced 0.9%
19,392 $519 Million
Q1 2024

May 15, 2024

BUY
N/A
1,323 Added 7.25%
19,568 $515 Million
Q4 2023

Apr 03, 2024

BUY
N/A
18,245 New
18,245 $468 Million
Track This Portfolio

Track Pine Harbor Wealth Management, LLC Portfolio

Follow Pine Harbor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pine Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.