Institutions / Gould Asset Management LLC /Ca / Activity
Activity — Gould Asset Management LLC /Ca
156 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 464286822 Common stock | $18.1K | +240 +3.02% | 8,195 0.11% of portfolio | low |
| Q1 2026 as of | Add | 92189F825 Common stock | $18.0K | +985 +4.66% | 22,125 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-18.0K | -58 -2.26% | 2,509 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-17.0K | -100 -1.06% | 9,306 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-16.6K | -107 -1.62% | 6,515 0.18% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $16.6K | +19 +5.81% | 346 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 46435G425 Common stock | $-16.3K | -115 -1.10% | 10,341 0.25% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $15.2K | +70 +6.51% | 1,146 0.04% of portfolio | low |
| Q1 2026 as of | Add | 921910725 Common stock | $15.1K | +211 +0.62% | 34,001 0.42% of portfolio | low |
| Q1 2026 as of | Add | 922908652 Common stock | $15.0K | +73 +0.21% | 35,531 1.27% of portfolio | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-14.0K | -62 -4.97% | 1,186 0.05% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $13.9K | +29 +1.89% | 1,564 0.13% of portfolio | low |
| Q1 2026 as of | Add | Bunge Global SA Common stock | $12.6K | +99 +2.31% | 4,379 0.10% of portfolio | low |
| Q1 2026 as of | Add | 11271J107 Common stock | $12.5K | +310 +3.64% | 8,834 0.06% of portfolio | low |
| Q1 2026 as of | Add | 67077M108 Common stock | $12.5K | +165 +4.38% | 3,933 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 Common stock | $-12.0K | -20 -1.52% | 1,295 0.13% of portfolio | low |
| Q1 2026 as of | Add | 33736G106 Common stock | $11.9K | +480 +3.79% | 13,135 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $11.8K | +18 +0.08% | 21,722 2.46% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $11.4K | +95 +3.41% | 2,882 0.06% of portfolio | low |
| Q1 2026 as of | Add | Cresud Inc Common stock | $11.0K | +865 +3.78% | 23,773 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 464287739 Common stock | $-10.9K | -115 -1.69% | 6,690 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-10.9K | -33 -1.13% | 2,897 0.17% of portfolio | low |
| Q1 2026 as of | Add | 92206C870 Common stock | $9.9K | +120 +1.73% | 7,073 0.10% of portfolio | low |
| Q1 2026 as of | Add | Chubb Ltd Common stock | $9.8K | +30 +3.81% | 818 0.05% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $9.1K | +62 +1.99% | 3,172 0.08% of portfolio | low |
| Q1 2026 as of | Add | 464286509 Common stock | $9.0K | +165 +0.80% | 20,734 0.20% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $7.5K | +99 +1.76% | 5,736 0.08% of portfolio | low |
| Q1 2026 as of | Add | 46436E833 Common stock | $7.2K | +325 +0.35% | 94,330 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-7.1K | -10 -0.64% | 1,545 0.19% of portfolio | low |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $6.7K | +110 +2.31% | 4,877 0.05% of portfolio | low |
| Q1 2026 as of | Add | BBD Bank Bradesco ADR | $6.6K | +2K +2.34% | 78,776 0.05% of portfolio | low |
| Q1 2026 as of | Add | Boston Scientific Corp Common stock | $6.3K | +100 +1.00% | 10,100 0.11% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $6.2K | +19 +1.21% | 1,587 0.09% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $6.1K | +25 +1.85% | 1,378 0.06% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $5.9K | +41 +1.39% | 2,993 0.08% of portfolio | low |
| Q1 2026 as of | Add | 46435U515 Common stock | $5.7K | +225 +0.42% | 53,670 0.24% of portfolio | low |
| Q1 2026 as of | Add | 46435U325 Common stock | $5.0K | +195 +0.91% | 21,570 0.10% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $4.5K | +19 +1.04% | 1,851 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 46435G243 Common stock | $-4.1K | -165 -0.68% | 24,125 0.11% of portfolio | low |
| Q1 2026 as of | Add | Texas Instruments Inc Common stock | $4.1K | +21 +0.70% | 3,018 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 46434G863 Common stock | $-3.9K | -85 -0.40% | 20,999 0.17% of portfolio | low |
| Q1 2026 as of | Trim | 72201R205 Common stock | $-3.2K | -60 -0.59% | 10,050 0.09% of portfolio | low |
| Q1 2026 as of | Add | 46435Gaa0 Common stock | $1.9K | +80 +0.14% | 56,640 0.24% of portfolio | low |
| Q1 2026 as of | Trim | 25434V104 Common stock | $-1.8K | -40 -0.19% | 21,150 0.17% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $1.7K | +7 +0.42% | 1,693 0.07% of portfolio | low |
| Q1 2026 as of | Add | VALE Vale S.A. ADR | $1.4K | +90 +0.40% | 22,500 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-1.0K | -10 -0.25% | 3,999 0.07% of portfolio | low |
| Q1 2026 as of | Add | 92189H409 Common stock | $1.0K | +20 +0.47% | 4,275 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46435U259 Common stock | $897 | +35 +0.16% | 21,815 0.10% of portfolio | low |
| Q1 2026 as of | Add | 46435U283 Common stock | $763 | +30 +0.14% | 21,940 0.10% of portfolio | low |