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March 28, 2023
Octavia Wealth Advisors LLC boosted its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 15.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 10,658 shares of the biopharmaceutical company’s stock after acquiring an additional 1,423 shares during the period. Octavia Wealth Advisors LLC’s holdings in Pfizer were worth $546,000 at the end of […]
March 28, 2023
Appleton Partners Inc. MA cut its position in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 10.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 67,232 shares of the cell phone carrier’s stock after selling 7,923 shares during the quarter. Appleton Partners Inc. […]
March 28, 2023
Appleton Partners Inc. MA decreased its position in Intel Co. (NASDAQ:INTC – Get Rating) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,655 shares of the chip maker’s stock after selling 1,629 shares during the period. Appleton Partners Inc. MA’s […]
March 27, 2023
Appleton Partners Inc. MA reduced its stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Get Rating) by 0.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 482,484 shares of the company’s stock after selling 2,384 shares during the period. […]
March 27, 2023
Appleton Partners Inc. MA reduced its holdings in shares of Republic Services, Inc. (NYSE:RSG – Get Rating) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 64,515 shares of the business services provider’s stock after selling 1,963 shares […]
March 27, 2023
Appleton Partners Inc. MA lessened its position in shares of Intuit Inc. (NASDAQ:INTU – Get Rating) by 1.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,862 shares of the software maker’s stock after selling 436 shares during the period. Intuit […]
March 27, 2023
Appleton Partners Inc. MA raised its holdings in SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB – Get Rating) by 2.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 192,917 shares of the company’s stock after buying an additional 3,904 shares during the period. Appleton Partners Inc. MA’s holdings in SPDR Portfolio […]
March 27, 2023
Appleton Partners Inc. MA boosted its holdings in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Get Rating) by 3.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 201,083 shares of the company’s stock after acquiring an additional 6,012 shares […]
March 27, 2023
Appleton Partners Inc. MA raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 7.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,245 shares of the healthcare conglomerate’s stock after purchasing an additional 2,122 shares during the […]
March 27, 2023
Appleton Partners Inc. MA lowered its stake in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 13.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 98,943 shares of the company’s stock after selling 15,018 shares during the quarter. […]