Institutions / McDaniel Terry & Co / Activity
Activity — McDaniel Terry & Co
63 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $30.3K | +92 +9.39% | 1,072 0.03% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $29.6K | +224 +5.54% | 4,264 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-29.0K | -200 -7.56% | 2,445 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-29.0K | -58 -2.03% | 2,794 0.12% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-25.3K | -145 -0.92% | 15,610 0.23% of portfolio | low |
| Q1 2026 as of | Add | 66987V109 Common stock | $23.8K | +156 +4.92% | 3,325 0.04% of portfolio | low |
| Q1 2026 as of | Add | 92204A702 Common stock | $14.0K | +20 +5.88% | 360 0.02% of portfolio | low |
| Q1 2026 as of | Trim | United Parcel Service Inc Common stock | $-9.4K | -96 -0.59% | 16,314 0.14% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-5.5K | -6 -0.79% | 749 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-2.2K | -18 -0.69% | 2,586 0.03% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $2.0K | +15 +0.24% | 6,168 0.07% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $236 | +1 +0.05% | 2,187 0.04% of portfolio | low |
| Q1 2026 as of | Add | Sysco Corp Common stock | $214 | +3 +0.03% | 9,249 0.06% of portfolio | low |