Western Pacific Wealth Management, LP Sells in Q2 2024

Western Pacific Wealth Management, LP

  • $132 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-721
- 0.12%
$75.37 - $97.18 $54.3K - $70.1K
607K $45.8M
CRM
Salesforce, Inc.

Technology
-85
- 1.78%
$218.01 - $304.74 $18.5K - $25.9K
4.69K $1.21M
CHTR
Charter Communications, Inc.

Communication Services
-630
- 68.48%
$254.61 - $298.96 $160K - $188K
290 $86K
DIS
Walt Disney CO

Communication Services
-1.17K
- 67.85%
$99.29 - $122.82 $116K - $143K
552 $54K
UNH
Unitedhealth Group Inc

Healthcare
-247
- 21.35%
$439.2 - $524.63 $108K - $130K
910 $463K
ACN
Accenture PLC

Technology
-235
- 43.68%
$281.76 - $339.17 $66.2K - $79.7K
303 $91K
JNJ
Johnson & Johnson

Healthcare
-276
- 8.06%
$144.38 - $157.78 $39.8K - $43.5K
3.15K $460K
SBUX
Starbucks Corp

Consumer Cyclical
-601
- 31.2%
$72.5 - $91.53 $43.6K - $55K
1.33K $103K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-6.29K
- 31.13%
$6.99 - $8.79 $43.9K - $55.2K
13.9K $103K
MA
Mastercard Inc

Financial Services
-17
- 1.41%
$441.1 - $479.43 $7.5K - $8.15K
1.19K $522K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-299
- 65.86%
$106.25 - $130.01 $31.8K - $38.9K
155 $16K
RY
Royal Bank Of Canada

Financial Services
-370
- 91.81%
$96.4 - $109.27 $35.7K - $40.4K
33 $3K
LYV
Live Nation Entertainment, Inc.

Communication Services
-259
- 23.02%
$88.27 - $104.88 $22.9K - $27.2K
866 $81K
FISV
Fiserv Inc

Technology
-295
- 16.79%
N/A
1.46K $183K
CSGP
Costar Group, Inc.

Real Estate
-253
- 33.55%
$72.73 - $95.69 $18.4K - $24.2K
501 $37K
CPRT
Copart Inc

Consumer Cyclical
-463
- 20.21%
$52.14 - $58.07 $24.1K - $26.9K
1.83K $99K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-420
- 24.01%
$42.0 - $49.24 $17.6K - $20.7K
1.33K $58K
MNST
Monster Beverage Corp

Consumer Defensive
-122
- 5.24%
$48.03 - $57.74 $5.86K - $7.04K
2.21K $110K
UNP
Union Pacific Corp

Industrials
-72
- 17.43%
$221.38 - $247.4 $15.9K - $17.8K
341 $77K
VEEV
Veeva Systems Inc

Healthcare
-34
- 11.07%
$171.41 - $230.39 $5.83K - $7.83K
273 $49K
CMCSA
Comcast Corp

Communication Services
-55
- 1.24%
$36.9 - $42.28 $2.03K - $2.33K
4.36K $170K
SYK
Stryker Corp

Healthcare
-48
- 20.08%
$324.3 - $354.67 $15.6K - $17K
191 $64K
TGT
Target Corp

Consumer Defensive
-99
- 41.77%
$141.16 - $177.82 $14K - $17.6K
138 $20K
MLM
Martin Marietta Materials Inc

Basic Materials
-11
- 5.64%
$534.99 - $621.53 $5.88K - $6.84K
184 $99K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5
- 4.72%
$956.61 - $1140.21 $4.78K - $5.7K
101 $106K
DUK
Duke Energy Corp

Utilities
-164
- 7.05%
$92.87 - $104.6 $15.2K - $17.2K
2.16K $216K
INTU
Intuit Inc

Technology
-13
- 4.91%
$562.97 - $670.27 $7.32K - $8.71K
252 $165K
TROW
Price T Rowe Group Inc

Financial Services
-13
- 2.01%
$108.72 - $120.3 $1.41K - $1.56K
635 $73K
JPM
Jpmorgan Chase & CO

Financial Services
-41
- 3.02%
$180.08 - $204.79 $7.38K - $8.4K
1.32K $266K
XLE
Energy Sector Spdr

ETFs
-8
- 0.66%
$88.04 - $98.08 $704 - $785
1.2K $109K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-68
- 30.91%
$49.55 - $50.44 $3.37K - $3.43K
152 $7K
CTVA
Corteva, Inc.

Basic Materials
-44
- 58.67%
$51.18 - $57.83 $2.25K - $2.54K
31 $1K
VZ
Verizon Communications Inc

Communication Services
-44
- 2.84%
$38.6 - $42.84 $1.7K - $1.88K
1.5K $61K
PFE
Pfizer Inc

Healthcare
-97
- 2.56%
$25.26 - $29.6 $2.45K - $2.87K
3.69K $103K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-45
- 28.13%
$37.19 - $39.82 $1.67K - $1.79K
115 $4K
APO
Apollo Global Management, Inc.

Financial Services
-58
- 5.95%
$107.3 - $118.77 $6.22K - $6.89K
916 $108K
Linde PLC Shs
-16
- 5.61%
N/A
269 $0
PG
Procter & Gamble CO

Consumer Defensive
-19
- 1.56%
$155.33 - $168.56 $2.95K - $3.2K
1.2K $197K
WFC
Wells Fargo & Company

Financial Services
-164
- 1.88%
$56.41 - $62.34 $9.25K - $10.2K
8.57K $508K
AMGN
Amgen Inc

Healthcare
-7
- 4.32%
$262.75 - $319.31 $1.84K - $2.24K
155 $48K
SRE
Sempra Energy

Utilities
-10
- 0.62%
$66.41 - $78.4 $664 - $784
1.61K $122K
AVGO
Broadcom Inc.

Technology
-4
- 6.45%
$1204.71 - $1828.87 $4.82K - $7.32K
58 $93K
TSLA
Tesla, Inc.

Consumer Cyclical
-247
- 5.4%
$142.05 - $197.88 $35.1K - $48.9K
4.33K $856K
ISRG
Intuitive Surgical Inc

Healthcare
-102
- 4.37%
$366.34 - $445.11 $37.4K - $45.4K
2.23K $992K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.41%
$704.88 - $870.75 $5.64K - $6.97K
1.97K $1.67M
GOOGL
Alphabet Inc.

Communication Services
-810
- 3.33%
$150.53 - $185.41 $122K - $150K
23.5K $4.28M
Activity Summary
Buys All Purchases 62 New Holdings 7 Increased Positions 55 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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