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December 15, 2023
Appleton Partners Inc. MA trimmed its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,927 shares of the software company’s stock after selling 741 shares during the period. […]
December 15, 2023
Appleton Partners Inc. MA lessened its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 2.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,611 shares of the energy exploration company’s stock after selling 163 shares during the period. […]
December 15, 2023
Appleton Partners Inc. MA lessened its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 3,108 shares of the exchange traded fund’s stock after selling 75 shares during the period. Appleton Partners Inc. MA’s holdings […]
December 15, 2023
Appleton Partners Inc. MA decreased its position in NXP Semiconductors (NASDAQ:NXPI – Free Report) by 4.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,475 shares of the semiconductor provider’s stock after selling 169 shares during the quarter. Appleton Partners Inc. MA’s holdings in […]
December 15, 2023
Appleton Partners Inc. MA decreased its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 13.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,151 shares of the pharmacy operator’s stock after selling 1,528 shares during the period. Appleton Partners […]
December 15, 2023
Appleton Partners Inc. MA increased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,208 shares of the company’s stock after purchasing an additional 114 shares […]
December 15, 2023
Appleton Partners Inc. MA cut its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 1.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,117 shares of the retailer’s stock after selling 286 shares during the quarter. Appleton Partners Inc. MA’s holdings in Walmart […]
December 15, 2023
Appleton Partners Inc. MA reduced its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 11.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,032 shares of the technology company’s stock after selling 911 shares during […]
December 15, 2023
Appleton Partners Inc. MA lessened its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 10.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,313 shares of the company’s stock after selling 1,082 shares […]
December 15, 2023
Appleton Partners Inc. MA reduced its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,925 shares of the exchange traded fund’s stock after selling 480 shares during the […]