Triangle Securities Wealth Management Sells in Q4 2024

Triangle Securities Wealth Management

  • $374 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NTRS
Northern Trust Corp

Financial Services
-279
- 4.67%
$88.4 - $111.16 $24.7K - $31K
5.69K $583K
CMI
Cummins Inc

Industrials
-4
- 0.2%
$324.93 - $383.42 $1.3K - $1.53K
1.97K $687K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-12
- 8.16%
$4100.99 - $5300.34 $49.2K - $63.6K
135 $670K
ENB
Enbridge Inc

Energy
-953
- 1.76%
$40.4 - $43.92 $38.5K - $41.9K
53.3K $2.26M
AXP
American Express CO

Financial Services
-23
- 0.85%
$267.35 - $305.57 $6.15K - $7.03K
2.69K $797K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-288
- 1.9%
$180.39 - $205.43 $52K - $59.2K
14.9K $2.82M
USFD
Us Foods Holding Corp.

Consumer Defensive
-658
- 3.46%
$60.65 - $72.33 $39.9K - $47.6K
18.3K $1.24M
C
Citigroup Inc

Financial Services
-399
- 3.01%
$61.31 - $72.5 $24.5K - $28.9K
12.9K $905K
GOOGL
Alphabet Inc.

Communication Services
-66
- 1.38%
$161.86 - $196.66 $10.7K - $13K
4.7K $889K
WMT
Walmart Inc.

Consumer Defensive
-225
- 1.62%
$79.1 - $95.7 $17.8K - $21.5K
13.7K $1.23M
MS
Morgan Stanley

Financial Services
-581
- 5.8%
$104.42 - $134.99 $60.7K - $78.4K
9.44K $1.19M
BAC
Bank Of America Corp

Financial Services
-3.18K
- 4.2%
$39.22 - $47.77 $125K - $152K
72.5K $3.19M
NOW
Service Now, Inc.

Technology
-28
- 1.83%
$867.18 - $1148.42 $24.3K - $32.2K
1.5K $1.59M
EMR
Emerson Electric CO

Industrials
-388
- 1.85%
$108.13 - $134.33 $42K - $52.1K
20.6K $2.55M
SAMT
Advisors Inn.Circle Fd Iii Str
-4.69K
- 1.65%
$27.63 - $31.15 $130K - $146K
280K $8.16M
LYV
Live Nation Entertainment, Inc.

Communication Services
-287
- 1.94%
$109.06 - $140.54 $31.3K - $40.3K
14.5K $1.88M
GRMN
Garmin LTD

Technology
-270
- 2.45%
$161.91 - $220.77 $43.7K - $59.6K
10.7K $2.22M
AAPL
Apple Inc.

Technology
-1.02K
- 3.2%
$221.69 - $259.02 $226K - $264K
30.9K $7.73M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-11.3K
- 4.38%
$31.7 - $36.82 $357K - $415K
246K $8.39M
VCR
Vanguard Consumer Discretionar

ETFs
-376
- 2.76%
$328.51 - $401.37 $124K - $151K
13.2K $4.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.21K
- 6.54%
$180.88 - $232.93 $218K - $281K
17.2K $3.78M
V
Visa Inc.

Financial Services
-329
- 2.77%
$273.87 - $320.91 $90.1K - $106K
11.5K $3.65M
KKR
Kkr & Co. Inc.

Financial Services
-5.1K
- 7.73%
$129.87 - $162.87 $662K - $830K
60.8K $9M
WFC
Wells Fargo & Company

Financial Services
-630
- 1.77%
$54.98 - $77.35 $34.6K - $48.7K
35.1K $2.46M
GS
Goldman Sachs Group Inc

Financial Services
-195
- 2.55%
$486.1 - $608.57 $94.8K - $119K
7.45K $4.26M
CRM
Salesforce, Inc.

Technology
-175
- 1.96%
$270.87 - $367.87 $47.4K - $64.4K
8.77K $2.93M
BX
Blackstone Inc.

Financial Services
-2.65K
- 5.28%
$148.45 - $199.05 $394K - $528K
47.6K $8.21M
VGT
Vanguard Information Technolog

ETFs
-337
- 1.54%
$571.78 - $647.97 $193K - $218K
21.6K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
-807
- 2.9%
$205.18 - $250.29 $166K - $202K
27K $6.47M
GOOG
Alphabet Inc.

Communication Services
-982
- 2.03%
$163.08 - $198.16 $160K - $195K
47.4K $9.03M
AVGO
Broadcom Inc.

Technology
-447
- 2.12%
$159.67 - $250.0 $71.4K - $112K
20.7K $4.79M
Activity Summary
Buys All Purchases 47 New Holdings 9 Increased Positions 38 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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