Harry Burn - Sound Shore

History Stock Activity Share change % change to portfolio ▲
Q1  2024
≡ BBWI - Bath & Body Works Inc. Reduce 0.23% 4,444 0.01
≡ FDX - FedEx Corp. Reduce 0.94% 2,562 0.02
≡ MRK - Merck & Co. Reduce 1.20% 8,431 0.03
≡ WTW - Willis Towers Watson plc Reduce 2.30% 6,967 0.06
≡ FIS - Fidelity National Information Services Reduce 2.08% 31,841 0.07
≡ ELV - Elevance Health Inc. Add 3.14% 4,713 0.08
≡ LEN - Lennar Corp. Add 3.60% 14,300 0.08
≡ GM - General Motors Reduce 2.53% 68,742 0.10
≡ CAH - Cardinal Health Inc. Reduce 5.49% 31,153 0.11
≡ KMI - Kinder Morgan Add 4.36% 204,932 0.12
≡ ORCL - Oracle Corp. Reduce 4.95% 36,227 0.14
≡ NXPI - NXP Semiconductors NV Reduce 5.59% 19,086 0.15
≡ CLF - Cleveland-Cliffs Inc. Reduce 5.10% 206,039 0.15
≡ COF - Capital One Financial Reduce 5.06% 42,904 0.20
≡ WFC - Wells Fargo Reduce 5.17% 116,816 0.21
≡ OGN - Organon & Co. Add 7.48% 349,611 0.21
≡ PVH - PVH Corp. Reduce 5.19% 51,997 0.23
≡ CNC - Centene Corp. Add 8.99% 96,944 0.24
≡ BRK.B - Berkshire Hathaway CL B Reduce 8.15% 18,735 0.25
≡ HOLX - Hologic Inc. Add 10.98% 109,705 0.27
≡ PCAR - PACCAR Inc. Reduce 13.13% 82,346 0.32
≡ CVX - Chevron Corp. Buy 71,840 0.35
≡ FLEX - Flex Ltd. Add 10.91% 422,596 0.38
≡ TTE - TotalEnergies SE Reduce 16.42% 204,809 0.44
≡ KHC - Kraft Heinz Co. Add 18.13% 380,661 0.44
≡ CEG - Constellation Energy Corp. Reduce 23.30% 109,362 0.63
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 15.97% 1,424,544 0.63
≡ GEHC - GE HealthCare Technologies Inc. Reduce 27.44% 278,207 0.79
≡ PFE - Pfizer Inc. Add 57.90% 937,326 0.81
≡ BKR - Baker Hughes Co. Add 57.23% 907,498 0.95
≡ HII - Huntington Ingalls Industries Reduce 35.05% 123,755 1.13
≡ AYI - Acuity Brands Inc. Reduce 46.45% 161,418 1.35
≡ GOLD - Barrick Gold Corp. Buy 3,005,689 1.56
≡ VST - Vistra Corp. Reduce 37.37% 856,689 1.87
≡ CF - CF Industries Holdings Inc. Buy 785,065 2.04
≡ AMAT - Applied Materials Sell 100.00% 380,535 2.14
≡ PRGO - Perrigo Co. Buy 2,273,819 2.29
≡ ADI - Analog Devices Sell 100.00% 338,823 2.33
≡ CHKP - Check Point Software Technologies Buy 475,811 2.44
≡ KR - Kroger Co. Buy 1,433,529 2.56
≡ MU - Micron Technology Inc. Sell 100.00% 1,096,241 3.24
≡ BA - Boeing Co. Sell 100.00% 371,498 3.36
Q4  2023
≡ BKR - Baker Hughes Co. Reduce 0.19% 2,980 0.00
≡ ELV - Elevance Health Inc. Reduce 0.16% 247 0.00
≡ ADI - Analog Devices Reduce 0.56% 1,909 0.01
≡ FDX - FedEx Corp. Reduce 0.47% 1,286 0.01
≡ NXPI - NXP Semiconductors NV Reduce 0.45% 1,535 0.01
≡ BA - Boeing Co. Reduce 0.43% 1,586 0.01
≡ MRK - Merck & Co. Reduce 0.22% 1,570 0.01
≡ PFE - Pfizer Inc. Reduce 2.81% 46,741 0.05
≡ AMAT - Applied Materials Reduce 2.48% 9,662 0.05
≡ MU - Micron Technology Inc. Reduce 2.11% 23,622 0.07
≡ AYI - Acuity Brands Inc. Reduce 2.97% 10,635 0.08
≡ COF - Capital One Financial Reduce 2.08% 18,001 0.08
≡ WFC - Wells Fargo Reduce 1.95% 44,904 0.08
≡ HII - Huntington Ingalls Industries Reduce 3.30% 12,041 0.11
≡ PCAR - PACCAR Inc. Reduce 5.25% 34,739 0.12
≡ FLEX - Flex Ltd. Add 3.44% 128,766 0.14
≡ KMI - Kinder Morgan Add 5.28% 235,997 0.14
≡ KHC - Kraft Heinz Co. Add 5.42% 107,896 0.14
≡ CNC - Centene Corp. Add 5.43% 55,505 0.14
≡ PVH - PVH Corp. Reduce 3.92% 40,835 0.17
≡ HOLX - Hologic Inc. Add 7.84% 72,657 0.18
≡ CLF - Cleveland-Cliffs Inc. Add 9.04% 334,739 0.24
≡ CEG - Constellation Energy Corp. Reduce 11.54% 61,220 0.25
≡ GM - General Motors Add 9.85% 244,068 0.30
≡ BRK.B - Berkshire Hathaway CL B Add 13.13% 26,679 0.33
≡ TEVA - Teva Pharmaceutical Industries Ltd. Add 12.61% 998,522 0.36
≡ LEN - Lennar Corp. Reduce 19.28% 94,807 0.49
≡ GEHC - GE HealthCare Technologies Inc. Reduce 16.14% 195,210 0.52
≡ FIS - Fidelity National Information Services Add 23.22% 289,199 0.60
≡ ORCL - Oracle Corp. Add 29.68% 167,529 0.61
≡ OGN - Organon & Co. Add 35.17% 1,216,522 0.61
≡ CAH - Cardinal Health Inc. Reduce 25.82% 197,614 0.69
≡ TTE - TotalEnergies SE Reduce 19.59% 304,017 0.71
≡ VST - Vistra Corp. Reduce 20.10% 576,616 0.77
≡ CAG - Conagra Brands Inc. Sell 100.00% 1,522,008 1.60
≡ CSCO - Cisco Systems Sell 100.00% 1,018,729 2.10
≡ BBWI - Bath & Body Works Inc. Add 379.23% 1,506,110 2.26
≡ WTW - Willis Towers Watson plc Buy 303,419 2.54
≡ AVTR - Avantor arinc. Sell 100.00% 3,989,327 3.22
Q3  2023
≡ ORCL - Oracle Corp. Reduce 0.48% 2,709 0.01
≡ CNC - Centene Corp. Reduce 0.47% 4,818 0.01
≡ AMAT - Applied Materials Reduce 0.46% 1,804 0.01
≡ ADI - Analog Devices Reduce 0.43% 1,477 0.01
≡ PVH - PVH Corp. Reduce 0.40% 4,172 0.01
≡ WFC - Wells Fargo Reduce 0.40% 9,354 0.01
≡ COF - Capital One Financial Reduce 0.38% 3,340 0.01
≡ HII - Huntington Ingalls Industries Reduce 0.37% 1,345 0.01
≡ CAG - Conagra Brands Inc. Reduce 5.75% 92,833 0.10
≡ PFE - Pfizer Inc. Reduce 7.08% 126,900 0.16
≡ MRK - Merck & Co. Reduce 6.32% 47,452 0.19
≡ LEN - Lennar Corp. Add 9.95% 44,499 0.19
≡ OGN - Organon & Co. Reduce 8.48% 320,640 0.21
≡ BA - Boeing Co. Add 9.87% 33,506 0.25
≡ PCAR - PACCAR Inc. Reduce 11.00% 81,863 0.27
≡ KMI - Kinder Morgan Add 11.01% 442,987 0.28
≡ CLF - Cleveland-Cliffs Inc. Reduce 11.72% 491,796 0.29
≡ FIS - Fidelity National Information Services Add 18.50% 194,391 0.41
≡ FDX - FedEx Corp. Reduce 15.30% 49,667 0.50