Wealthquest Corp Purchases in Q4 2024

Wealthquest Corp

  • $948 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
34
+ 7.8%
$485.52 - $625.25 $16.5K - $21.3K
470 $237K
CMCSA
Comcast Corp

Communication Services
135
+ 2.13%
$37.39 - $45.14 $5.05K - $6.09K
6.47K $242K
ADBE
Adobe Inc.

Technology
22
+ 4.71%
$437.39 - $552.96 $9.62K - $12.2K
489 $217K
DUK
Duke Energy Corp

Utilities
79
+ 1.76%
$105.76 - $120.76 $8.36K - $9.54K
4.56K $491K
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 1.13%
$288.47 - $316.54 $8.37K - $9.18K
2.6K $752K
PFE
Pfizer Inc

Healthcare
254
+ 1.6%
$24.8 - $30.19 $6.3K - $7.67K
16.1K $428K
ABBV
Abb Vie Inc.

Healthcare
119
+ 4.3%
$164.99 - $203.87 $19.6K - $24.3K
2.89K $512K
KO
Coca Cola CO

Consumer Defensive
33
+ 0.57%
$61.74 - $71.71 $2.04K - $2.37K
5.77K $359K
XOM
Exxon Mobil Corp

Energy
53
+ 0.42%
$105.51 - $125.37 $5.59K - $6.64K
12.6K $1.36M
JNJ
Johnson & Johnson

Healthcare
115
+ 1.26%
$143.34 - $165.86 $16.5K - $19.1K
9.28K $1.34M
MRK
Merck & Co., Inc.

Healthcare
162
+ 0.98%
$96.31 - $114.76 $15.6K - $18.6K
16.6K $1.65M
PG
Procter & Gamble CO

Consumer Defensive
2.9K
+ 1.67%
$161.05 - $179.7 $468K - $522K
177K $29.7M
LLY
Eli Lilly & CO

Healthcare
22
+ 0.42%
$727.2 - $932.06 $16K - $20.5K
5.28K $4.07M
IEFA
Ishares Tr

ETFs
49.2K
+ 4.0%
$70.06 - $77.43 $3.45M - $3.81M
1.28M $90M
Activity Summary
Buys All Purchases 65 New Holdings 8 Increased Positions 57 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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