Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SWEENEY & MICHEL LLC
  City: CHICO
  State: CA
  Zip: 95926
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $190,890,000
  Total Value Change : $-3,282,000
  Securities Held Change : 4
   
All Securities Held : 105
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 59
  Unchanged Positions : 6
  Decreased Positions : 34

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

   
Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 7 - $412.05 $7,286,000 21,039 3.82% -367,000 0 0.002    Property & Casualty I...
   (CAT)1 Year Chart         CAT Caterpillar Inc 85 - $354.79 $312,000 1,329 0.16% -64,000 0 0    Farm & Construction M...
   (CMI)1 Year Chart         CMI Cummins Inc 96 - $298.61 $224,000 1,029 0.12% -21,000 0 0.001    Diversified Machinery
   (WDFC)1 Year Chart         WDFC WD-40 Company 97 - $232.09 $223,000 1,025 0.12% -5,000 0 0.008    Specialty Chemicals
   (LVLU)1 Year Chart         LVLU Lulus Fashion Lounge Holdin... 102 - $1.75 $112,000 51,059 0.06% -13,000 0 0.133    N/A
   (WRN)1 Year Chart         WRN Western Copper and Gold Cor... 103 - $1.46 $103,000 83,194 0.05% -18,000 0 0.072    N/A

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