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 | Gilead Sciences, Inc. Common stock | $8.8K | +63 +0.88% | 7,246 0.11% of portfolio | low |
| Q1 2026 as of | Add | 670657105 Common stock | $8.4K | +750 +7.14% | 11,250 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46435U713 Common stock | $-8.2K | -144 -2.06% | 6,854 0.04% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $8.0K | +86 +1.12% | 7,753 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-7.8K | -279 -1.88% | 14,531 0.05% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $7.8K | +98 +1.13% | 8,759 0.08% of portfolio | low |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $7.5K | +21 +1.77% | 1,206 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 922042775 Common stock | $-7.5K | -100 -0.66% | 15,022 0.13% of portfolio | low |
| Q1 2026 as of | Add | 97717Y527 Common stock | $7.4K | +147 +0.89% | 16,615 0.09% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $6.6K | +64 +2.00% | 3,260 0.04% of portfolio | low |
| Q1 2026 as of | Add | Honeywell International Inc Common stock | $6.6K | +29 +0.29% | 9,890 0.25% of portfolio | low |
| Q1 2026 as of | Trim | Zoetis Inc. Common stock | $-6.5K | -55 -2.26% | 2,381 0.03% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $6.4K | +44 +0.38% | 11,495 0.19% of portfolio | low |
| Q1 2026 as of | Add | Philip Morris International Inc. Common stock | $6.3K | +38 +2.39% | 1,628 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Howmet Aerospace Inc. Common stock | $-6.2K | -27 -0.41% | 6,481 0.17% of portfolio | low |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $5.8K | +17 +0.94% | 1,835 0.07% of portfolio | low |
| Q1 2026 as of | Add | UTF Cohen & Steers Infrastructure Fund Inc Closed-End Fund | $5.7K | +220 +2.33% | 9,642 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464288885 Common stock | $5.7K | +51 +1.23% | 4,211 0.05% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $5.5K | +42 +0.15% | 28,041 0.41% of portfolio | low |
| Q1 2026 as of | Add | Madison Square Garden Sports Corp. Common stock | $5.5K | +17 +1.03% | 1,672 0.06% of portfolio | low |
| Q1 2026 as of | Add | Lockheed Martin Corp Common stock | $5.4K | +9 +1.03% | 882 0.06% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $5.0K | +70 +0.10% | 72,250 0.58% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $5.0K | +16 +0.47% | 3,394 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Aris Mining Corporation Common stock | $-4.9K | -264 -0.46% | 57,698 0.12% of portfolio | low |
| Q1 2026 as of | Add | 92204A306 Common stock | $4.8K | +28 +0.46% | 6,053 0.12% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $4.8K | +5 +0.15% | 3,452 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Medpace Holdings, Inc. Common stock | $-4.8K | -10 -0.33% | 3,035 0.16% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $4.6K | +14 +0.47% | 3,010 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 29250N105 Common stock | $-4.3K | -80 -0.56% | 14,103 0.09% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $4.2K | +14 +1.54% | 923 0.03% of portfolio | low |
| Q1 2026 as of | Add | ATI Inc Common stock | $4.1K | +28 +0.65% | 4,349 0.07% of portfolio | low |
| Q1 2026 as of | Add | Brandywine Realty Trust Common stock | $4.0K | +1K +2.27% | 66,568 0.02% of portfolio | low |
| Q1 2026 as of | Trim | American Public Education Inc Common stock | $-3.8K | -67 -0.36% | 18,773 0.12% of portfolio | low |
| Q1 2026 as of | Add | Iron Mountain Inc Common stock | $3.8K | +37 +0.62% | 6,025 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Century Aluminum Co Common stock | $-3.7K | -63 -0.43% | 14,594 0.10% of portfolio | low |
| Q1 2026 as of | Add | Texas Instruments Inc Common stock | $3.7K | +19 +1.55% | 1,246 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 06738E204 Common stock | $-3.6K | -171 -0.43% | 39,467 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Kaiser Aluminum Corp Common stock | $-3.6K | -30 -0.55% | 5,459 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 78468R812 Common stock | $-3.6K | -21 -0.33% | 6,301 0.12% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $3.4K | +14 +0.32% | 4,356 0.12% of portfolio | low |
| Q1 2026 as of | Add | Citizens Financial Group INC/RI Common stock | $3.3K | +55 +0.71% | 7,796 0.05% of portfolio | low |
| Q1 2026 as of | Add | 92204A504 Common stock | $3.3K | +12 +0.25% | 4,854 0.15% of portfolio | low |
| Q1 2026 as of | Add | Starbucks Corp Common stock | $3.2K | +36 +0.68% | 5,314 0.05% of portfolio | low |
| Q1 2026 as of | Add | Ensign Group Inc/The Common stock | $3.2K | +16 +0.27% | 5,986 0.14% of portfolio | low |
| Q1 2026 as of | Trim | FirstCash Holdings, Inc. Common stock | $-3.2K | -17 -0.35% | 4,812 0.10% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $3.0K | +16 +1.13% | 1,434 0.03% of portfolio | low |
| Q1 2026 as of | Trim | PayPal Holdings, Inc. Common stock | $-2.9K | -65 -1.36% | 4,710 0.02% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $2.9K | +28 +0.12% | 22,433 0.26% of portfolio | low |
| Q1 2026 as of | Add | Truist Financial Corp Common stock | $2.8K | +61 +0.34% | 18,149 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Carpenter Technology Corp Common stock | $-2.8K | -7 -0.25% | 2,787 0.12% of portfolio | low |