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Wealth Dimensions Group Ltd. Has $692,000 Stake in AbbVie Inc. (NYSE:ABBV)

Wealth Dimensions Group Ltd. raised its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 3.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,466 shares of the company’s stock after acquiring an additional 144 shares during the quarter. Wealth Dimensions Group […]
Azita Saleki Gerhardt Raymond James Venclexta Venclyxto Scottt Reents Vanguard Group Inc Norges Bank

Wealth Dimensions Group Ltd. Sells 3,391 Shares of Pfizer Inc. (NYSE:PFE)

Wealth Dimensions Group Ltd. cut its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 17.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,856 shares of the biopharmaceutical company’s stock after selling 3,391 shares during the […]
United States Wealth Dimensions Group Ltd Morgan Stanley Norges Bank Pfizer Inc Exchange Commission

Wealth Dimensions Group Ltd. Sells 58 Shares of Meta Platforms, Inc. (NASDAQ:META)

Wealth Dimensions Group Ltd. decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,241 shares of the social networking company’s stock after selling 58 shares during the […]
Mark Zuckerberg Javier Olivan Beaird Harris Wealth Management Meta Platforms Inc Gilfoyle Co Wealth Dimensions Group Ltd

Wealth Dimensions Group Ltd. Cuts Stock Position in The Procter & Gamble Company (NYSE:PG)

Wealth Dimensions Group Ltd. lowered its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 155,057 shares of the company’s stock after selling 1,777 shares during the […]
New Zealand General New Zealand Sundarg Raman Shailesh Jejurikar Wealth Dimensions Group Ltd Procter Gamble

The Coca-Cola Company (NYSE:KO) Shares Sold by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. reduced its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 3.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,006 shares of the company’s stock after selling 313 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in […]
Nancy Quan James Quincey Insigneo Advisory Services Securities Exchange Commission Wealth Dimensions Group Ltd Birchcreek Wealth Management

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Wealth Dimensions Group Ltd. Trims Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Wealth Dimensions Group Ltd. cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,056 shares of the network equipment provider’s stock after selling 592 shares during the quarter. Wealth Dimensions […]
United States Deborahl Stahlkopf Richard Scott Herren Asia Pacific Needham Company Dimensional Fund Advisors

Wealth Dimensions Group Ltd. Decreases Stake in Alphabet Inc. (NASDAQ:GOOG)

Wealth Dimensions Group Ltd. cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,354 shares of the information services provider’s stock after selling 527 shares during the quarter. […]
United States Stifel Nicolaus Sundar Pichai Raymond James Ruth Porat Google Services

Wealth Dimensions Group Ltd. Sells 527 Shares of Alphabet Inc. (NASDAQ:GOOG)

Wealth Dimensions Group Ltd. reduced its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,354 shares of the information services provider’s stock after selling 527 shares during the period. […]
United States Raymond James Stifel Nicolaus Ruth Porat Prabhakar Raghavan Buck Wealth Strategies

Wealth Dimensions Group Ltd. Sells 592 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Wealth Dimensions Group Ltd. lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,056 shares of the network equipment provider’s stock after selling 592 shares during the quarter. […]
Piper Sandler Asia Pacific Deborahl Stahlkopf Needham Company Bourgeon Capital Management Wealth Advisors

Capital Investment Advisory Services LLC Grows Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Capital Investment Advisory Services LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 11.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 49,309 shares of the company’s stock after acquiring an additional 5,069 shares during the period. Capital Investment […]
Company Profile Wealth Dimensions Group Ltd Perritt Capital Management Inc Capital Investment Advisory Services Wealth Management Partners Wealth Alliance

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