Zwj Investment Counsel Inc Reduced Holdings in Q3 2024

Zwj Investment Counsel Inc

  • $2.39 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-583
- 4.08%
$517.38 - $573.86 $302K - $335K
13.7K $7.86M
XOM
Exxon Mobil Corp

Energy
-595
- 0.77%
$109.72 - $119.0 $65.3K - $70.8K
76.6K $8.98M
BMY
Bristol Myers Squibb CO

Healthcare
-2.21K
- 10.74%
$39.66 - $51.75 $87.8K - $115K
18.4K $951K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-517
- 7.82%
$156.14 - $187.2 $80.7K - $96.8K
6.1K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-50
- 0.71%
$283.28 - $314.39 $14.2K - $15.7K
6.98K $2.2M
USB
Us Bancorp \De\

Financial Services
-3.04K
- 7.26%
$39.04 - $47.23 $119K - $143K
38.8K $1.77M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-444
- 1.06%
$59.93 - $66.52 $26.6K - $29.5K
41.4K $2.75M
TFC
Truist Financial Corp

Financial Services
-723
- 1.52%
$38.22 - $44.94 $27.6K - $32.5K
46.9K $2M
TPR
Tapestry, Inc.

Consumer Cyclical
-14.1K
- 7.05%
$36.29 - $47.94 $512K - $676K
186K $8.74M
MCD
Mcdonalds Corp

Consumer Cyclical
-279
- 5.3%
$245.82 - $304.51 $68.6K - $85K
4.98K $1.52M
CAT
Caterpillar Inc

Industrials
-1
- 0.02%
$316.8 - $391.12 $317 - $391
4.03K $1.58M
SO
Southern CO

Utilities
-202
- 0.93%
$77.0 - $90.52 $15.6K - $18.3K
21.6K $1.95M
NEE
Nextera Energy Inc

Utilities
-582
- 2.46%
$69.9 - $84.97 $40.7K - $49.5K
23.1K $1.95M
ADP
Automatic Data Processing Inc

Industrials
-52
- 0.61%
$233.44 - $279.45 $12.1K - $14.5K
8.49K $2.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-177
- 2.12%
$405.19 - $478.57 $71.7K - $84.7K
8.17K $3.76M
IBM
International Business Machines Corp

Technology
-832
- 5.2%
$175.1 - $223.38 $146K - $186K
15.2K $3.35M
PG
Procter & Gamble CO

Consumer Defensive
-2.63K
- 1.84%
$160.76 - $177.82 $422K - $467K
140K $24.3M
VZ
Verizon Communications Inc

Communication Services
-3.29K
- 1.1%
$38.89 - $45.0 $128K - $148K
296K $13.3M
ZBRA
Zebra Technologies Corp

Technology
-376
- 1.42%
$306.21 - $371.02 $115K - $140K
26K $9.65M
JPM
Jpmorgan Chase & CO

Financial Services
-2.12K
- 0.85%
$194.9 - $224.8 $413K - $476K
246K $52M
EWBC
East West Bancorp Inc

Financial Services
-4.68K
- 2.12%
$70.41 - $88.25 $330K - $413K
217K $17.9M
JNJ
Johnson & Johnson

Healthcare
-1.73K
- 0.83%
$145.48 - $167.38 $251K - $289K
207K $33.6M
BSX
Boston Scientific Corp

Healthcare
-2.76K
- 0.45%
$72.96 - $84.0 $201K - $231K
616K $51.6M
AAPL
Apple Inc.

Technology
-2.55K
- 0.89%
$207.23 - $234.82 $528K - $598K
285K $66.4M
EFX
Equifax Inc

Industrials
-5.5K
- 3.51%
$236.42 - $307.13 $1.3M - $1.69M
151K $44.3M
PGR
Progressive Corp

Financial Services
-2.51K
- 1.27%
$209.46 - $259.24 $526K - $651K
195K $49.5M
KO
Coca Cola CO

Consumer Defensive
-12.7K
- 0.94%
$62.69 - $73.01 $798K - $930K
1.34M $96.2M
ORCL
Oracle Corp

Technology
-7.09K
- 1.34%
$125.9 - $170.35 $892K - $1.21M
523K $89.1M
Activity Summary
Buys All Purchases 93 New Holdings 26 Increased Positions 67 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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