Institutions / Point Windward Advisors Inc. / Activity
Activity — Point Windward Advisors Inc.
83 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $44.6K | +214 +0.75% | 28,586 2.98% of portfolio | low |
| Q1 2026 as of | Trim | FedEx Corp Common stock | $-44.5K | -125 -2.29% | 5,327 0.95% of portfolio | low |
| Q1 2026 as of | Add | Vici Properties Inc. Common stock | $43.8K | +2K +2.15% | 76,303 1.04% of portfolio | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-40.2K | -1K -2.03% | 69,196 0.97% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $39.1K | +543 +1.01% | 54,503 1.96% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $38.6K | +295 +2.60% | 11,640 0.76% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-35.2K | -100 -5.80% | 1,625 0.29% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $34.5K | +105 +1.22% | 8,730 1.44% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-33.7K | -280 -0.82% | 33,989 2.05% of portfolio | low |
| Q1 2026 as of | Trim | Exelon Corp Common stock | $-32.8K | -670 -2.67% | 24,411 0.60% of portfolio | low |
| Q1 2026 as of | Trim | International Business Machines Corp Common stock | $-31.0K | -128 -1.09% | 11,616 1.41% of portfolio | low |
| Q1 2026 as of | Trim | 78464A870 Common stock | $-30.0K | -235 -4.36% | 5,160 0.33% of portfolio | low |
| Q1 2026 as of | Add | 81369Y605 Common stock | $28.2K | +572 +2.22% | 26,381 0.65% of portfolio | low |
| Q1 2026 as of | Add | 81369Y860 Common stock | $26.8K | +656 +6.82% | 10,268 0.21% of portfolio | low |
| Q1 2026 as of | Add | PayPal Holdings, Inc. Common stock | $25.9K | +573 +2.21% | 26,470 0.60% of portfolio | low |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $23.5K | +400 +0.71% | 56,525 1.66% of portfolio | low |
| Q1 2026 as of | Add | Ulta Beauty, Inc. Common stock | $22.5K | +43 +1.37% | 3,177 0.83% of portfolio | low |
| Q1 2026 as of | Add | 81369Y407 Common stock | $22.0K | +202 +0.97% | 20,926 1.14% of portfolio | low |
| Q1 2026 as of | Add | 81369Y308 Common stock | $20.7K | +253 +4.30% | 6,139 0.25% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $18.0K | +208 +0.62% | 33,594 1.46% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $15.9K | +54 +0.51% | 10,638 1.57% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $14.9K | +26 +0.31% | 8,349 2.39% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-14.4K | -30 -3.86% | 747 0.18% of portfolio | low |
| Q1 2026 as of | Trim | 464288224 Common stock | $-13.4K | -730 -2.41% | 29,549 0.27% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $12.4K | +40 +0.65% | 6,177 0.96% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y704 Common stock | $-11.3K | -70 -0.87% | 7,982 0.65% of portfolio | low |
| Q1 2026 as of | Add | The Boeing Company Common stock | $10.9K | +55 +0.40% | 13,680 1.36% of portfolio | low |
| Q1 2026 as of | Add | Dominion Energy, Inc Common stock | $9.0K | +146 +0.37% | 40,121 1.24% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-7.2K | -41 -0.22% | 18,602 1.63% of portfolio | low |
| Q1 2026 as of | Trim | Blackberry Ltd Common stock | $-4.9K | -2K -1.28% | 115,700 0.19% of portfolio | low |
| Q1 2026 as of | Add | Digital Realty Trust Inc Common stock | $2.7K | +15 +0.07% | 20,348 1.84% of portfolio | low |
| Q1 2026 as of | Add | 78464A854 Common stock | $1.8K | +23 +0.89% | 2,615 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y209 Common stock | $-1.5K | -10 -0.10% | 10,236 0.75% of portfolio | low |