W.G. Shaheen & Associates Dba Whitney & CO Purchases in Q3 2024

W.G. Shaheen & Associates Dba Whitney & CO

  • $915 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.02%
$96.25 - $101.98 $193 - $204
8.39K $849K
PEP
Pepsico Inc

Consumer Defensive
149
+ 7.41%
$161.9 - $179.3 $24.1K - $26.7K
2.16K $367K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.37%
$58.03 - $65.37 $870 - $981
4.04K $261K
NFLX
Netflix Inc

Communication Services
1
+ 0.31%
$598.55 - $722.26 $599 - $722
321 $227K
SUB
Ishares Short Term National Mu

ETFs
10
+ 0.34%
$104.3 - $106.3 $1.04K - $1.06K
2.99K $317K
Doubleline ETF Trust
5.37K
+ 3.64%
N/A
153K $0
CVX
Chevron Corp

Energy
1.5K
+ 5.35%
$137.88 - $161.97 $207K - $243K
29.6K $4.36M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
202
+ 1.49%
$233.4 - $302.36 $47.1K - $61.1K
13.8K $3.73M
RYAAY
Ryanair Holdings PLC

Industrials
159K
+ 150.14%
$45.17 - $121.45 $7.18M - $19.3M
265K $12M
XLE
Energy Sector Spdr

ETFs
1.63K
+ 0.83%
$84.35 - $93.39 $138K - $152K
199K $17.5M
LRCX
Lam Research Corp

Technology
1.3K
+ 18.09%
$731.56 - $1127.3 $952K - $1.47M
8.49K $6.93M
RTO
Rentokil Initial PLC

Industrials
6.4K
+ 3.15%
$24.2 - $32.96 $155K - $211K
209K $5.22M
ADBE
Adobe Inc.

Technology
341
+ 1.13%
$508.13 - $586.55 $173K - $200K
30.5K $15.8M
MRK
Merck & Co., Inc.

Healthcare
30
+ 0.03%
$111.15 - $128.97 $3.33K - $3.87K
110K $12.5M
MSFT
Microsoft Corp

Technology
694
+ 0.63%
$395.15 - $467.56 $274K - $324K
110K $47.5M
GOOG
Alphabet Inc.

Communication Services
169
+ 0.12%
$149.54 - $192.66 $25.3K - $32.6K
140K $23.4M
SCHW
Schwab Charles Corp

Financial Services
1.27K
+ 0.45%
$61.74 - $76.08 $78.1K - $96.2K
281K $18.2M
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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