Institutions / Sheets Smith Wealth Management / Activity
Activity — Sheets Smith Wealth Management
370 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Deere & Co Common stock | $29.3K | +52 +8.92% | 635 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 97717X669 Common stock | $-29.3K | -333 -2.49% | 13,038 0.13% of portfolio | low |
| Q1 2026 as of | Add | 92189F429 Common stock | $29.2K | +2K +2.18% | 78,145 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 69344A883 Common stock | $-28.3K | -581 -2.97% | 18,996 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 78433H303 Common stock | $-27.9K | -565 -2.24% | 24,703 0.14% of portfolio | low |
| Q1 2026 as of | Trim | 61774R874 Common stock | $-27.8K | -871 -1.56% | 54,863 0.20% of portfolio | low |
| Q1 2026 as of | Trim | 003264108 Common stock | $-27.2K | -380 -1.39% | 27,024 0.22% of portfolio | low |
| Q1 2026 as of | Trim | 97717X594 Common stock | $-27.2K | -565 -1.71% | 32,403 0.18% of portfolio | low |
| Q1 2026 as of | Add | 46138G649 Common stock | $26.9K | +113 +10.03% | 1,240 0.03% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $26.5K | +92 +0.59% | 15,663 0.51% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $24.7K | +205 +0.97% | 21,382 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Hershey Co Common stock | $-24.3K | -117 -5.17% | 2,144 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 78470P838 Common stock | $-24.3K | -796 -6.48% | 11,497 0.04% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $24.1K | +112 +0.48% | 23,470 0.57% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $23.4K | +36 +0.97% | 3,734 0.27% of portfolio | low |
| Q1 2026 as of | Trim | 46434V878 Common stock | $-22.4K | -443 -0.98% | 44,619 0.25% of portfolio | low |
| Q1 2026 as of | Trim | 46434V407 Common stock | $-20.9K | -494 -3.98% | 11,925 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-20.6K | -36 -5.86% | 578 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 78468R804 Common stock | $-19.6K | -110 -2.51% | 4,274 0.09% of portfolio | low |
| Q1 2026 as of | Add | 464287291 Common stock | $18.6K | +186 +1.25% | 15,022 0.17% of portfolio | low |
| Q1 2026 as of | Trim | 808524607 Common stock | $-18.4K | -632 -1.36% | 45,843 0.15% of portfolio | low |
| Q1 2026 as of | Add | 464288257 Common stock | $16.9K | +122 +1.64% | 7,578 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Virtus Seix Senior Loan ETF Common stock | $-16.8K | -727 -1.23% | 58,365 0.15% of portfolio | low |
| Q1 2026 as of | Add | Illinois Tool Works Inc Common stock | $16.7K | +64 +6.85% | 998 0.03% of portfolio | low |
| Q1 2026 as of | Add | Labcorp Holdings Inc. Common stock | $15.7K | +59 +3.59% | 1,701 0.05% of portfolio | low |
| Q1 2026 as of | Add | RTX Corp Common stock | $14.7K | +76 +1.29% | 5,963 0.13% of portfolio | low |
| Q1 2026 as of | Add | 78470P630 Common stock | $14.4K | +500 +0.97% | 51,805 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Verizon Communications Inc Common stock | $-14.2K | -282 -2.31% | 11,942 0.07% of portfolio | low |
| Q1 2026 as of | Add | Idexx Laboratories Inc /De Common stock | $14.0K | +25 +5.42% | 486 0.03% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $14.0K | +73 +0.34% | 21,346 0.46% of portfolio | low |
| Q1 2026 as of | Trim | 41151J505 Common stock | $-14.0K | -450 -1.70% | 26,066 0.09% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $13.5K | +92 +5.75% | 1,691 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464287168 Common stock | $13.5K | +89 +1.27% | 7,087 0.12% of portfolio | low |
| Q1 2026 as of | Add | Amgen Inc Common stock | $13.4K | +38 +0.22% | 17,693 0.70% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $13.0K | +35 +1.92% | 1,857 0.08% of portfolio | low |
| Q1 2026 as of | Add | Cohu Inc Common stock | $12.9K | +420 +2.95% | 14,644 0.05% of portfolio | low |
| Q1 2026 as of | Add | Corning Inc /Ny Common stock | $12.2K | +90 +2.06% | 4,450 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 316092402 Common stock | $-11.8K | -346 -0.88% | 38,847 0.15% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $11.5K | +53 +0.36% | 14,875 0.36% of portfolio | low |
| Q1 2026 as of | Trim | 92204A603 Common stock | $-11.2K | -36 -0.36% | 9,843 0.35% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $10.8K | +32 +2.15% | 1,518 0.06% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-10.6K | -97 -1.79% | 5,308 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-10.5K | -15 -2.58% | 566 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-10.3K | -38 -0.75% | 5,011 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 746909100 Common stock | $-10.3K | -3K -1.30% | 238,084 0.09% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $10.1K | +108 +0.75% | 14,521 0.15% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $9.8K | +129 +0.04% | 330,889 2.83% of portfolio | low |
| Q1 2026 as of | Add | Cavco Industries, Inc. Common stock | $9.7K | +20 +0.90% | 2,250 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Public Storage Common stock | $-9.5K | -35 -0.13% | 26,810 0.82% of portfolio | low |
| Q1 2026 as of | Add | Applied Industrial Technologies Inc Common stock | $9.0K | +34 +0.62% | 5,487 0.16% of portfolio | low |