Number of Shares
266,958
Previous 274,130 2.62%
Holding current value
$7.48 Billion
Previous $8.51 Billion 12.12%
% of portfolio
3.27%
Previous 3.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

SELL
N/A
-7,172 Reduced 2.62%
266,958 $7.48 Billion
Q3 2024

Oct 21, 2024

BUY
N/A
4,898 Added 1.82%
274,130 $8.51 Billion
Q2 2024

Jul 10, 2024

BUY
N/A
2,077 Added 0.78%
269,232 $7.72 Billion
Q1 2024

May 15, 2024

BUY
N/A
78,877 Added 41.89%
267,155 $7.73 Billion
Q3 2023

Nov 09, 2023

BUY
N/A
188,278 New
188,278 $4.72 Billion
Track This Portfolio

Track Sweeney & Michel, LLC Portfolio

Follow Sweeney & Michel, 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 Sweeney & Michel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweeney & Michel, LLC with notifications on news.