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May 20, 2023
Wealthsource Partners LLC reduced its holdings in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 13.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,320 shares of the biopharmaceutical company’s stock after selling 4,698 shares during the period. Wealthsource Partners LLC’s holdings in Bristol-Myers […]
May 20, 2023
Wealthsource Partners LLC decreased its stake in Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 1.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,506 shares of the electric vehicle producer’s stock after selling 145 shares during the period. Wealthsource […]
May 20, 2023
Wealthsource Partners LLC lessened its holdings in AbbVie Inc. (NYSE:ABBV – Get Rating) by 6.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,470 shares of the company’s stock after selling 425 shares during the quarter. Wealthsource Partners LLC’s holdings […]
May 20, 2023
Wealthsource Partners LLC decreased its holdings in NIKE, Inc. (NYSE:NKE – Get Rating) by 4.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,648 shares of the footwear maker’s stock after selling 559 shares during the quarter. Wealthsource Partners LLC’s holdings in NIKE […]
May 20, 2023
Wealthsource Partners LLC trimmed its holdings in Eli Lilly and Company (NYSE:LLY – Get Rating) by 13.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,088 shares of the company’s stock after selling 801 shares during the quarter. Wealthsource Partners LLC’s […]
May 20, 2023
Wealthsource Partners LLC lowered its holdings in shares of Bank of America Co. (NYSE:BAC) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 41,621 shares of the financial services provider’s stock after selling 1,933 shares during the quarter. Wealthsource Partners LLC’s holdings […]
May 20, 2023
Financial Insights Inc. lifted its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) by 7.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,306 shares of the exchange traded fund’s stock after buying an additional 384 shares during […]
May 20, 2023
Wealthsource Partners LLC reduced its stake in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 4.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,901 shares of the company’s stock after selling 636 shares during the period. […]
May 20, 2023
Wealthsource Partners LLC cut its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 6.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 40,768 shares of the network equipment provider’s stock after selling 3,024 shares during the […]
May 20, 2023
Wealthsource Partners LLC decreased its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 6.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,054 shares of the company’s stock after selling 574 shares during the quarter. Wealthsource Partners LLC’s holdings in Vanguard Value […]