Institutions / Everett Harris & Co /Ca / Activity
Activity — Everett Harris & Co /Ca
245 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 192108108 Common stock | $-225.2K | -12K -23.39% | 39,300 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Equifax Inc Common stock | $-224.1K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 297284200 Common stock | $-224.0K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | H&R Block Inc Common stock | $-217.9K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 03831w108 Common stock | $-215.6K | -320 -100.00% | 0 | low |
| Q1 2026 as of | New | Kla Corp Common stock | $215.0K | +146 | 146 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 50212v100 Common stock | $-211.1K | -591 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Agilent Technologies Inc Common stock | $-206.8K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 00724f101 Common stock | $-205.4K | -587 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-205.1K | -600 -22.15% | 2,109 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Baxter International Inc Common stock | $-204.0K | -12K -7.28% | 154,753 0.03% of portfolio | low |
| Q1 2026 as of | Exit | 14040h105 Common stock | $-202.6K | -836 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Prudential Financial Inc Common stock | $-200.6K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Add | 46434G848 Common stock | $191.1K | +3K +84.42% | 7,377 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Bristol Myers Squibb Co Common stock | $-187.4K | -3K -28.58% | 7,723 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-179.5K | -531 -0.62% | 85,342 0.37% of portfolio | low |
| Q1 2026 as of | Add | 46090E103 Common stock | $173.2K | +300 +1.39% | 21,850 0.16% of portfolio | low |
| Q1 2026 as of | Add | 67066g104 Common stock | $161.0K | +923 +2.41% | 39,267 0.09% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $160.6K | +167 +3.84% | 4,516 0.06% of portfolio | low |
| Q1 2026 as of | Add | 78462f103 Common stock | $159.3K | +245 +3.32% | 7,632 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-159.3K | -527 -3.75% | 13,531 0.05% of portfolio | low |
| Q1 2026 as of | Trim | International Business Machines Corp Common stock | $-158.8K | -655 -9.48% | 6,252 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 32112j106 Common stock | $-151.0K | -505 -28.20% | 1,286 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $150.8K | +470 +7.14% | 7,052 0.03% of portfolio | low |
| Q1 2026 as of | New | HOOKER FURNISHINGS Corp Common stock | $146.8K | +11K | 11,400 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-146.7K | -417 -1.77% | 23,122 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Citigroup Inc Common stock | $-140.6K | -1K -4.43% | 26,729 0.04% of portfolio | low |
| Q1 2026 as of | Exit | Ford Motor Co Common stock | $-136.8K | -10K -100.00% | 0 | low |
| Q1 2026 as of | Trim | ONEOK Inc Common stock | $-133.3K | -1K -1.40% | 103,755 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 44107p104 Common stock | $-129.8K | -7K -7.80% | 80,133 0.02% of portfolio | low |
| Q1 2026 as of | Add | 52736r102 Common stock | $129.4K | +7K +52.73% | 20,275 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Sturm Ruger & Co Inc Common stock | $119.9K | +3K +10.72% | 30,880 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 921946406 Common stock | $-115.7K | -781 -2.39% | 31,901 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Daily Journal Corp Common stock | $-115.3K | -239 -10.22% | 2,100 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Colgate Palmolive Co Common stock | $-107.7K | -1K -0.16% | 779,877 0.86% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-107.6K | -117 -1.31% | 8,822 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Sysco Corp Common stock | $-107.0K | -2K -3.14% | 46,337 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Ecolab Inc. Common stock | $-106.4K | -400 -0.54% | 73,557 0.25% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-101.1K | -700 -1.25% | 55,309 0.10% of portfolio | low |
| Q1 2026 as of | Trim | g29183103 Common stock | $-99.8K | -279 -13.43% | 1,799 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 29250n105 Common stock | $-98.6K | -2K -4.72% | 36,780 0.03% of portfolio | low |
| Q1 2026 as of | Trim | YUMC Yum China Holdings, Inc. Common Stock | $-92.7K | -2K -11.77% | 14,242 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 922021407 Common stock | $-92.5K | -8K -16.81% | 40,000 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Intel Corp Common stock | $-88.3K | -2K -3.95% | 48,665 0.03% of portfolio | low |
| Q1 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $86.6K | +416 +38.45% | 1,498 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 87807B107 Common stock | $-83.3K | -1K -5.70% | 22,004 0.02% of portfolio | low |
| Q1 2026 as of | New | 21924b302 Common stock | $74.3K | +10K | 10,205 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 48133Q309 Common stock | $-74.2K | -2K -2.13% | 98,745 0.04% of portfolio | low |
| Q1 2026 as of | Add | 81369y407 Common stock | $74.1K | +680 +20.29% | 4,032 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $71.1K | +350 +4.48% | 8,164 0.02% of portfolio | low |