Western Pacific Wealth Management, LP Sells in Q4 2024

Western Pacific Wealth Management, LP

  • $121 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-301K
- 49.42%
$73.36 - $89.13 $22.1M - $26.8M
308K $23.3M
MSFT
Microsoft Corp

Technology
-438
- 3.29%
$406.35 - $454.46 $178K - $199K
12.9K $5.43M
JNJ
Johnson & Johnson

Healthcare
-1.24K
- 33.04%
$143.34 - $165.86 $178K - $206K
2.52K $363K
AMD
Advanced Micro Devices Inc

Technology
-1.04K
- 39.61%
$118.88 - $172.8 $124K - $180K
1.59K $191K
PG
Procter & Gamble CO

Consumer Defensive
-1.12K
- 70.34%
$161.05 - $179.7 $181K - $202K
474 $79K
XOM
Exxon Mobil Corp

Energy
-1.45K
- 64.74%
$105.51 - $125.37 $153K - $181K
788 $84K
DUK
Duke Energy Corp

Utilities
-1.3K
- 62.37%
$105.76 - $120.76 $137K - $157K
783 $84K
DURA
Vaneck Morningstar Durable Div

ETFs
-3.75K
- 59.52%
$32.44 - $35.09 $122K - $132K
2.55K $83K
UNP
Union Pacific Corp

Industrials
-444
- 57.59%
$223.15 - $249.32 $99.1K - $111K
327 $74K
UBER
Uber Technologies, Inc

Technology
-544
- 11.54%
$59.93 - $86.34 $32.6K - $47K
4.17K $251K
PEP
Pepsico Inc

Consumer Defensive
-324
- 20.85%
$151.29 - $176.1 $49K - $57.1K
1.23K $187K
AMGN
Amgen Inc

Healthcare
-155
- 28.97%
$258.78 - $328.31 $40.1K - $50.9K
380 $99K
ISRG
Intuitive Surgical Inc

Healthcare
-270
- 12.11%
$471.27 - $550.62 $127K - $149K
1.96K $1.02M
ASML
Asml Holding Nv

Technology
-22
- 6.65%
$658.43 - $872.27 $14.5K - $19.2K
309 $214K
OKTA
Okta, Inc.

Technology
-743
- 78.79%
$71.81 - $86.11 $53.4K - $64K
200 $15K
LMT
Lockheed Martin Corp

Industrials
-71
- 37.97%
$479.66 - $614.62 $34.1K - $43.6K
116 $56K
CME
Cme Group Inc.

Financial Services
-250
- 53.88%
$221.17 - $246.02 $55.3K - $61.5K
214 $49K
KMB
Kimberly Clark Corp

Consumer Defensive
-300
- 92.02%
$130.37 - $146.09 $39.1K - $43.8K
26 $3K
MCD
Mcdonalds Corp

Consumer Cyclical
-87
- 13.9%
$288.47 - $316.54 $25.1K - $27.5K
539 $156K
TXN
Texas Instruments Inc

Technology
-161
- 29.49%
N/A
385 $74K
ACN
Accenture PLC

Technology
-84
- 24.49%
$343.9 - $376.86 $28.9K - $31.7K
259 $91K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-582
- 18.88%
$77.25 - $91.3 $45K - $53.1K
2.5K $213K
TRU
Trans Union

Industrials
-61
- 4.41%
$92.71 - $108.67 $5.66K - $6.63K
1.32K $122K
NOW
Service Now, Inc.

Technology
-43
- 21.39%
$867.18 - $1148.42 $37.3K - $49.4K
158 $167K
MNST
Monster Beverage Corp

Consumer Defensive
-185
- 10.27%
$49.24 - $56.38 $9.11K - $10.4K
1.62K $84K
ABEV
Ambev S.A.

Consumer Defensive
-1K
- 50.0%
$1.85 - $2.56 $1.85K - $2.56K
1K $1K
UL
Unilever PLC

Consumer Defensive
-34
- 40.0%
$56.7 - $64.64 $1.93K - $2.2K
51 $2K
Linde PLC Shs
-22
- 9.52%
N/A
209 $0
KKR
Kkr & Co. Inc.

Financial Services
-50
- 13.09%
$129.87 - $162.87 $6.49K - $8.14K
332 $49K
DIS
Walt Disney CO

Communication Services
-50
- 9.03%
$92.39 - $117.6 $4.62K - $5.88K
504 $56K
APO
Apollo Global Management, Inc.

Financial Services
-146
- 18.09%
$131.36 - $178.61 $19.2K - $26.1K
661 $109K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.56K
- 33.43%
$213.65 - $479.86 $332K - $746K
3.1K $1.25M
AAPL
Apple Inc.

Technology
-4.49K
- 6.72%
$221.69 - $259.02 $996K - $1.16M
62.4K $15.6M
WMT
Walmart Inc.

Consumer Defensive
-125
- 1.84%
$79.1 - $95.7 $9.89K - $12K
6.66K $601K
GOOG
Alphabet Inc.

Communication Services
-126
- 0.65%
$163.08 - $198.16 $20.5K - $25K
19.1K $3.64M
NVDA
Nvidia Corp

Technology
-701
- 1.73%
$117.0 - $148.88 $82K - $104K
39.9K $5.36M
PLTR
Palantir Technologies Inc.

Technology
-14.4K
- 22.57%
$36.46 - $82.38 $525K - $1.19M
49.4K $3.74M
Activity Summary
Buys All Purchases 77 New Holdings 18 Increased Positions 59 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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