Harry Burn - Sound Shore

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ ELV - Elevance Health Inc. Reduce 0.16% 247 0.00
≡ BKR - Baker Hughes Co. Reduce 0.19% 2,980 0.00
≡ MRK - Merck & Co. Reduce 0.22% 1,570 0.01
≡ BA - Boeing Co. Reduce 0.43% 1,586 0.01
≡ NXPI - NXP Semiconductors NV Reduce 0.45% 1,535 0.01
≡ FDX - FedEx Corp. Reduce 0.47% 1,286 0.01
≡ ADI - Analog Devices Reduce 0.56% 1,909 0.01
≡ WFC - Wells Fargo Reduce 1.95% 44,904 0.08
≡ COF - Capital One Financial Reduce 2.08% 18,001 0.08
≡ MU - Micron Technology Inc. Reduce 2.11% 23,622 0.07
≡ AMAT - Applied Materials Reduce 2.48% 9,662 0.05
≡ PFE - Pfizer Inc. Reduce 2.81% 46,741 0.05
≡ AYI - Acuity Brands Inc. Reduce 2.97% 10,635 0.08
≡ HII - Huntington Ingalls Industries Reduce 3.30% 12,041 0.11
≡ PVH - PVH Corp. Reduce 3.92% 40,835 0.17
≡ PCAR - PACCAR Inc. Reduce 5.25% 34,739 0.12
≡ CEG - Constellation Energy Corp. Reduce 11.54% 61,220 0.25
≡ GEHC - GE HealthCare Technologies Inc. Reduce 16.14% 195,210 0.52
≡ LEN - Lennar Corp. Reduce 19.28% 94,807 0.49
≡ TTE - TotalEnergies SE Reduce 19.59% 304,017 0.71
≡ VST - Vistra Corp. Reduce 20.10% 576,616 0.77
≡ CAH - Cardinal Health Inc. Reduce 25.82% 197,614 0.69
≡ AVTR - Avantor arinc. Sell 100.00% 3,989,327 3.22
≡ CSCO - Cisco Systems Sell 100.00% 1,018,729 2.10
≡ CAG - Conagra Brands Inc. Sell 100.00% 1,522,008 1.60
Q3  2023
≡ HII - Huntington Ingalls Industries Reduce 0.37% 1,345 0.01
≡ COF - Capital One Financial Reduce 0.38% 3,340 0.01
≡ PVH - PVH Corp. Reduce 0.40% 4,172 0.01
≡ WFC - Wells Fargo Reduce 0.40% 9,354 0.01
≡ ADI - Analog Devices Reduce 0.43% 1,477 0.01
≡ AMAT - Applied Materials Reduce 0.46% 1,804 0.01
≡ CNC - Centene Corp. Reduce 0.47% 4,818 0.01
≡ ORCL - Oracle Corp. Reduce 0.48% 2,709 0.01
≡ CAG - Conagra Brands Inc. Reduce 5.75% 92,833 0.10
≡ MRK - Merck & Co. Reduce 6.32% 47,452 0.19
≡ PFE - Pfizer Inc. Reduce 7.08% 126,900 0.16
≡ OGN - Organon & Co. Reduce 8.48% 320,640 0.21
≡ PCAR - PACCAR Inc. Reduce 11.00% 81,863 0.27
≡ CLF - Cleveland-Cliffs Inc. Reduce 11.72% 491,796 0.29
≡ FDX - FedEx Corp. Reduce 15.30% 49,667 0.50
≡ FLEX - Flex Ltd. Reduce 19.63% 914,170 0.95
≡ CSCO - Cisco Systems Reduce 22.98% 303,972 0.63
≡ BKR - Baker Hughes Co. Reduce 24.89% 526,483 0.71
≡ BRK.B - Berkshire Hathaway CL B Reduce 25.67% 70,163 0.94
≡ NXPI - NXP Semiconductors NV Reduce 33.37% 171,799 1.32
≡ VST - Vistra Corp. Reduce 34.75% 1,528,054 1.94
≡ CEG - Constellation Energy Corp. Reduce 41.73% 379,984 1.59
≡ RHHBY - Roche Holding AG ADR Sell 100.00% 1,437,613 2.02
≡ RHI - Robert Half International Sell 100.00% 715,537 1.98
Q2  2023
≡ RHI - Robert Half International Reduce 1.19% 8,614 0.02
≡ GEHC - GE HealthCare Technologies Inc. Reduce 1.21% 12,166 0.04
≡ KMI - Kinder Morgan Reduce 1.27% 51,692 0.03
≡ GM - General Motors Reduce 1.31% 27,329 0.04
≡ CAG - Conagra Brands Inc. Reduce 1.32% 21,543 0.03
≡ COF - Capital One Financial Reduce 1.34% 11,783 0.05
≡ CEG - Constellation Energy Corp. Reduce 1.43% 13,240 0.04
≡ VST - Vistra Corp. Reduce 2.51% 113,231 0.11
≡ PVH - PVH Corp. Reduce 2.67% 28,725 0.09
≡ HOLX - Hologic Inc. Reduce 2.77% 18,426 0.06
≡ WFC - Wells Fargo Reduce 2.78% 66,077 0.10
≡ TTE - TotalEnergies SE Reduce 3.05% 37,533 0.08
≡ NXPI - NXP Semiconductors NV Reduce 3.32% 17,691 0.13
≡ BKR - Baker Hughes Co. Reduce 3.43% 75,119 0.09
≡ PCAR - PACCAR Inc. Reduce 3.64% 28,116 0.09
≡ MU - Micron Technology Inc. Reduce 4.25% 36,477 0.08
≡ FLEX - Flex Ltd. Reduce 6.35% 315,985 0.32
≡ BRK.B - Berkshire Hathaway CL B Reduce 9.91% 30,055 0.38
≡ AVTR - Avantor arinc. Reduce 13.90% 540,791 0.41
≡ PFE - Pfizer Inc. Reduce 26.54% 647,521 0.87
≡ AMAT - Applied Materials Reduce 31.10% 176,970 0.94
≡ CAH - Cardinal Health Inc. Reduce 40.53% 413,630 1.44
≡ LEN - Lennar Corp. Reduce 46.81% 393,644 1.82
≡ ORCL - Oracle Corp. Reduce 53.19% 644,575 2.83
≡ VSCO - Victoria's Secret & Co. Sell 100.00% 1,986,788 2.55
≡ LRCX - Lam Research Sell 100.00% 123,375 2.46
Q1  2023
≡ FRCB - First Republic Bank Sell 100.00% 239,550 3.38
≡ SIVBQ - SVB Financial Group Sell 100.00% 114,715 3.05
≡ GOOGL - Alphabet Inc. Sell 100.00% 273,650 2.79
≡ TPX - Tempur Sealy Int. Sell 100.00% 685,225 2.72
≡ BAC - Bank of America Corp. Sell 100.00% 658,445 2.52
≡ MS - Morgan Stanley Sell 100.00% 200,685 1.97
Q4  2022
≡ FLEX - Flex Ltd. Reduce 5.21% 102,595 0.25
≡ BRK.B - Berkshire Hathaway CL B Reduce 5.71% 6,270 0.22
≡ MRK - Merck & Co. Reduce 8.43% 19,710 0.25
≡ WFC - Wells Fargo Reduce 8.85% 82,225 0.39
≡ VST - Vistra Corp. Reduce 9.04% 170,095 0.46
≡ AMAT - Applied Materials Reduce 9.49% 20,515 0.23
≡ MS - Morgan Stanley Reduce 9.68% 21,505 0.21
≡ ORCL - Oracle Corp. Reduce 11.00% 52,965 0.50
≡ VSCO - Victoria's Secret & Co. Reduce 11.85% 100,590 0.42
≡ LEN - Lennar Corp. Reduce 13.41% 50,170 0.52
≡ HOLX - Hologic Inc. Reduce 14.73% 51,625 0.45
≡ PVH - PVH Corp. Reduce 15.09% 88,820 0.73
≡ CAG - Conagra Brands Inc. Reduce 15.98% 118,650 0.53
≡ NXPI - NXP Semiconductors NV Reduce 18.63% 40,450 0.74
≡ KMI - Kinder Morgan Reduce 23.81% 402,915 0.84
≡ CLF - Cleveland-Cliffs Inc. Reduce 25.01% 395,970 0.74
≡ TPX - Tempur Sealy Int. Reduce 28.08% 267,570 1.06
≡ CAH - Cardinal Health Inc. Reduce 34.09% 121,310 1.08
≡ BKR - Baker Hughes Co. Reduce 37.27% 454,480 1.55