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 | Albemarle Corp Common stock | $359 | +2 +0.09% | 2,236 0.05% of portfolio | low |
| Q1 2026 as of | Add | Saia Inc Common stock | $351 | +1 +0.04% | 2,635 0.10% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $338 | +1 +0.03% | 3,083 0.12% of portfolio | low |
| Q1 2026 as of | Add | Anavex Life Sciences Corp. Common stock | $335 | +109 +0.09% | 117,805 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 46090A879 Common stock | $-300 | -12 -0.12% | 9,713 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 92206C599 Common stock | $-288 | -1 -0.08% | 1,258 0.04% of portfolio | low |
| Q1 2026 as of | Trim | General Electric Co Common stock | $-284 | -1 -0.03% | 3,953 0.13% of portfolio | low |
| Q1 2026 as of | Add | Wesco International Inc Common stock | $274 | +1 +0.07% | 1,531 0.05% of portfolio | low |
| Q1 2026 as of | Add | Oil-Dri Corp of America Common stock | $260 | +4 +0.05% | 8,716 0.06% of portfolio | low |
| Q1 2026 as of | Add | Royal Gold Inc Common stock | $254 | +1 +0.04% | 2,317 0.07% of portfolio | low |
| Q1 2026 as of | Add | 37954Y673 Common stock | $254 | +5 +0.11% | 4,490 0.03% of portfolio | low |
| Q1 2026 as of | Add | 92204A405 Common stock | $242 | +2 +0.12% | 1,668 0.02% of portfolio | low |
| Q1 2026 as of | Add | Timken Co Common stock | $201 | +2 +0.03% | 5,951 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Prudential Financial Inc Common stock | $-195 | -2 -0.09% | 2,217 0.02% of portfolio | low |
| Q1 2026 as of | Add | Eagle Materials Inc Common stock | $189 | +1 +0.04% | 2,800 0.06% of portfolio | low |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $182 | +3 +0.06% | 5,132 0.04% of portfolio | low |
| Q1 2026 as of | Add | WisdomTree Trust Common stock | $179 | +2 +0.06% | 3,593 0.04% of portfolio | low |
| Q1 2026 as of | Trim | American Tower Corp Common stock | $-173 | -1 -0.06% | 1,587 0.03% of portfolio | low |
| Q1 2026 as of | Add | UL Solutions Inc. Common stock | $171 | +2 +0.03% | 6,919 0.07% of portfolio | low |
| Q1 2026 as of | Add | 81369Y209 Common stock | $147 | +1 +0.05% | 2,218 0.04% of portfolio | low |