Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Dempze Nancy E
  City: BOSTON
  State: MA
  Zip: 02109
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $119,551,000
  Total Value Change : $8,210,000
  Securities Held Change : -6
   
All Securities Held : 58
  New Positions : 0
  Closed Positions : 5
  Increased Positions : 18
  Unchanged Positions : 18
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 22     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc 1 - $189.84 $5,874,000 30,510 4.91% 582,000 -399 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $420.99 $5,412,000 14,391 4.53% 824,000 -139 0    Application Software
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 3 - $174.18 $4,622,000 33,090 3.87% 226,000 -505 0.001    Search Engines & Info...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 4 - $943.59 $4,617,000 9,324 3.86% 507,000 -124 0    Semiconductor - Speci...
   (MA)1 Year Chart         MA MasterCard Inc A 5 - $458.87 $4,587,000 10,755 3.84% 288,000 -104 0.001    Business Services
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 7 - $162.62 $4,349,000 29,501 3.64% 1,268,000 -462 0.002    Semiconductor- Broad...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 8 - $250.06 $4,136,000 17,752 3.46% -180,000 -188 0.004    Business Software & S...
   (CNI)1 Year Chart         CNI Canadian National Railway (... 10 - $126.57 $3,888,000 30,951 3.25% 514,000 -195 0.004    Railroads
   (PG)1 Year Chart         PG Procter & Gamble Co 12 - $167.86 $3,712,000 25,334 3.1% -16,000 -224 0.001    Cleaning Products
   (NSRGY)1 Year Chart         NSRGY NESTLE SA ADR 19 - $105.47 $3,328,000 28,723 2.78% 75,000 -25 0.001    N/A
   (TJX)1 Year Chart         TJX TJX Companies Inc 20 - $98.92 $3,155,000 33,635 2.64% 164,000 -12 0.003    Discount, Variety Stores
   (RTX)1 Year Chart         RTX RTX Corp 24 - $101.02 $2,391,000 28,416 2% 316,000 -413 0.002    Conglomerates
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 26 - $102.69 $1,933,000 19,146 1.62% -374,000 -3,498 0.001    Drug Manufacturers - ...
   (WM)1 Year Chart         WM Waste Management Inc 33 - $212.20 $809,000 4,515 0.68% 104,000 -110 0.001    Waste Management
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 35 - $413.12 $642,000 1,801 0.54% -22,000 -95 0    Property & Casualty I...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 36 - $202.47 $621,000 3,653 0.52% 78,000 -90 0    Domestic Money Center...
   (HON)1 Year Chart         HON Honeywell International Inc 38 - $206.62 $466,000 2,220 0.39% 45,000 -60 0    Conglomerates
   (UNP)1 Year Chart         UNP Union Pacific Corp 40 - $245.90 $397,000 1,615 0.33% 33,000 -175 0    Railroads
   (MRK)1 Year Chart         MRK Merck & Co Inc 41 - $131.20 $395,000 3,620 0.33% 17,000 -50 0    Drug Manufacturers - ...
   (PEP)1 Year Chart         PEP Pepsico Inc 42 - $183.11 $357,000 2,100 0.3% -33,000 -200 0    Beverage Soft Drinks...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 45 - $57.52 $345,000 4,372 0.29% -254,000 -4,203 0    Drug Stores
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 51 - $249.77 $207,000 790 0.17% -5,000 -130 0    Diversified Machinery

      22 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results