Harry Burn - Sound Shore

History Stock Activity Share change % change to portfolio
Q4  2025
QCOM - QUALCOMM Inc. Add 3.61% 20,542 0.11
GEHC - GE HealthCare Technologies Inc. Add 3.79% 37,132 0.10
GOOGL - Alphabet Inc. Add 7.87% 25,520 0.25
INCY - Incyte Corp. Add 9.41% 79,976 0.25
AES - AES Corp. Add 17.00% 1,002,530 0.46
BRK.B - Berkshire Hathaway CL B Add 17.28% 30,970 0.50
MRVL - Marvell Technology Inc. Add 17.88% 153,935 0.42
CHKP - Check Point Software Technologies Add 20.17% 71,271 0.42
KMI - Kinder Morgan Add 26.97% 720,295 0.63
DIS - Walt Disney Co. Add 34.08% 243,686 0.88
KD - Kyndryl Holdings Inc Add 46.15% 939,154 0.79
REGN - Regeneron Pharmaceuticals Add 52.91% 60,859 1.49
PEG - Public Serv. Enterprise Inc. Add 66.63% 544,634 1.39
BP - BP plc Buy 1,954,785 2.16
QXO - Qxo Inc Buy 4,002,028 2.46
CRM - Salesforce.com Buy 378,539 3.19
Q3  2025
KMI - Kinder Morgan Add 1.13% 29,926 0.03
IP - International Paper Add 4.98% 73,579 0.11
DIS - Walt Disney Co. Add 8.35% 55,119 0.21
AMAT - Applied Materials Add 9.53% 34,722 0.23
PRGO - Perrigo Co. Add 11.05% 363,327 0.27
GEHC - GE HealthCare Technologies Inc. Add 14.62% 125,062 0.31
FIS - Fidelity National Information Services Add 27.68% 302,023 0.66
EQT - EQT Corp. Add 31.84% 368,748 0.66
BRK.B - Berkshire Hathaway CL B Add 52.74% 61,886 1.03
ACI - Albertsons Co Inc. Add 60.91% 1,855,682 1.08
KD - Kyndryl Holdings Inc Buy 2,035,069 2.02
REGN - Regeneron Pharmaceuticals Buy 115,028 2.14
MRVL - Marvell Technology Inc. Buy 860,774 2.39
CHKP - Check Point Software Technologies Buy 353,313 2.42
QCOM - QUALCOMM Inc. Buy 568,454 3.13
Q2  2025
PRGO - Perrigo Co. Add 0.08% 2,504 0.00
FLEX - Flex Ltd. Add 2.29% 39,579 0.07
C - Citigroup Inc. Add 3.47% 47,118 0.14
TEVA - Teva Pharmaceutical Industries Ltd. Add 7.23% 394,423 0.23
GEHC - GE HealthCare Technologies Inc. Add 9.54% 74,497 0.19
KMI - Kinder Morgan Add 10.16% 243,675 0.24
WTW - Willis Towers Watson plc Add 11.45% 26,420 0.28
PYPL - PayPal Holdings Inc. Add 11.84% 146,778 0.37
CTRA - Coterra Energy Inc. Add 11.84% 464,732 0.40
ZBH - Zimmer Biomet Holdings Add 16.13% 128,772 0.40
MHK - Mohawk Industries Add 27.71% 148,440 0.53
AES - AES Corp. Add 32.30% 1,969,741 0.71
PEG - Public Serv. Enterprise Inc. Add 32.64% 252,375 0.72
GM - General Motors Add 57.71% 563,086 0.94
ACI - Albertsons Co Inc. Buy 3,046,497 2.23
AMAT - Applied Materials Buy 364,517 2.27
EQT - EQT Corp. Buy 1,158,073 2.30
IP - International Paper Buy 1,477,858 2.36
GOOGL - Alphabet Inc. Buy 434,674 2.61
HII - Huntington Ingalls Industries Buy 331,511 2.73
WBD - Warner Bros. Discovery Inc. Buy 8,547,238 3.34
BAC - Bank of America Corp. Buy 2,100,071 3.39
Q1  2025
OGN - Organon & Co. Add 0.17% 8,420 0.00
B - Barrick Mining Corp. Add 0.52% 20,098 0.01
GEHC - GE HealthCare Technologies Inc. Add 0.76% 5,856 0.02
KMI - Kinder Morgan Add 2.73% 63,684 0.06
ZBH - Zimmer Biomet Holdings Add 3.56% 27,423 0.11
BMY - Bristol-Myers Squibb Add 3.75% 51,479 0.11
NEM - Newmont Corp. Add 7.93% 21,165 0.04
C - Citigroup Inc. Add 10.71% 131,386 0.33
LUV - Southwest Airlines Add 12.67% 321,258 0.38
AES - AES Corp. Add 13.60% 730,178 0.32
BAX - Baxter International Inc. Add 13.74% 341,321 0.41
TEVA - Teva Pharmaceutical Industries Ltd. Add 14.23% 679,377 0.37
PYPL - PayPal Holdings Inc. Add 17.15% 181,521 0.41
LEN - Lennar Corp. Add 17.78% 70,463 0.28
CF - CF Industries Holdings Inc. Add 19.38% 163,698 0.45
DIS - Walt Disney Co. Add 20.04% 155,603 0.54
PRGO - Perrigo Co. Add 23.10% 616,387 0.61
INCY - Incyte Corp. Add 24.46% 293,749 0.62
FIS - Fidelity National Information Services Add 37.08% 351,684 0.92
EOG - EOG Resources Add 41.23% 211,473 0.95
PEG - Public Serv. Enterprise Inc. Add 41.34% 226,124 0.65
HOLX-OLD - Hologic Inc. Add 42.61% 413,403 0.89
CSX - CSX Corp. Add 47.99% 1,008,725 1.04
MTCH - Match Group Inc. Add 64.86% 792,408 0.87
MHK - Mohawk Industries Buy 535,637 2.14
Q4  2024
PRGO - Perrigo Co. Add 0.37% 9,868 0.01
GEHC - GE HealthCare Technologies Inc. Add 2.54% 19,208 0.05
LEN - Lennar Corp. Add 12.16% 42,949 0.19
FDX - FedEx Corp. Add 12.82% 27,444 0.25
BRK.B - Berkshire Hathaway CL B Add 21.13% 27,698 0.42
AVTR - Avantor Inc. Add 32.92% 1,159,426 0.81
CHKP - Check Point Software Technologies Add 42.29% 142,328 0.88
NEM - Newmont Corp. Add 59.82% 99,910 0.12
NXPI - NXP Semiconductors NV Add 66.69% 173,360 1.19
INCY - Incyte Corp. Add 98.41% 595,741 1.36
MTCH - Match Group Inc. Buy 1,221,715 1.32
EOG - EOG Resources Buy 512,884 2.08
CSX - CSX Corp. Buy 2,101,785 2.24
AES - AES Corp. Buy 5,367,768 2.28
BAX - Baxter International Inc. Buy 2,484,581 2.39
BMY - Bristol-Myers Squibb Buy 1,373,687 2.56
ZBH - Zimmer Biomet Holdings Buy 771,063 2.69
LUV - Southwest Airlines Buy 2,536,050 2.81
C - Citigroup Inc. Buy 1,226,512 2.85
Q3  2024
MRK - Merck & Co. Add 3.11% 16,528 0.06
OGN - Organon & Co. Add 5.55% 270,401 0.17
PVH - PVH Corp. Add 8.35% 76,116 0.25