Institutions / Investmark Advisory Group LLC / Activity
Activity — Investmark Advisory Group LLC
71 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 25434V104 Common stock | $122.8K | +2K +3.37% | 72,950 1.43% of portfolio | low |
| Q2 2026 as of | Add | 46137V498 Common stock | $123.2K | +1K +17.36% | 8,896 0.32% of portfolio | low |
| Q2 2026 as of | Add | 025072604 Common stock | $124.5K | +1K +19.22% | 8,002 0.29% of portfolio | low |
| Q2 2026 as of | Add | 14021M107 Common stock | $125.6K | +3K +37.70% | 12,476 0.17% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $161.3K | +1K +4.29% | 26,731 1.49% of portfolio | low |
| Q2 2026 as of | Add | Pepsico Inc Common stock | $179.9K | +1K +5.82% | 24,154 1.24% of portfolio | low |
| Q2 2026 as of | Add | 316092543 Common stock | $181.2K | +5K +20.21% | 29,667 0.41% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $203.8K | +1K +3.82% | 30,001 2.11% of portfolio | low |
| Q2 2026 as of | Add | 25434V203 Common stock | $229.5K | +6K +9.54% | 63,858 1.00% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $243.5K | +478 +8.98% | 5,803 1.12% of portfolio | low |
| Q2 2026 as of | Add | 31609A206 Common stock | $284.9K | +6K +11.29% | 58,160 1.07% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $305.6K | +445 +33.56% | 1,771 0.46% of portfolio | low |
| Q2 2026 as of | Add | 31609A305 Common stock | $322.7K | +7K +9.22% | 87,414 1.45% of portfolio | low |
| Q2 2026 as of | Add | 25434V401 Common stock | $410.1K | +5K +1.39% | 365,001 11.36% of portfolio | low |
| Q2 2026 as of | Add | 316092352 Common stock | $467.0K | +8K +121.49% | 13,708 0.32% of portfolio | low |
| Q2 2026 as of | Add | 31609A107 Common stock | $512.1K | +13K +14.73% | 99,479 1.51% of portfolio | low |
| Q2 2026 as of | Add | FSK FS KKR Capital Corp Common Stock | $521.9K | +50K +43.92% | 162,873 0.65% of portfolio | low |
| Q2 2026 as of | Add | 31609A404 Common stock | $588.7K | +15K +34.58% | 57,095 0.87% of portfolio | low |
| Q2 2026 as of | Add | 316092113 Common stock | $658.5K | +16K +20.88% | 90,965 1.45% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $1.10M | +13K +553.24% | 15,129 0.49% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $1.91M | +15K +286.89% | 20,691 0.98% of portfolio | low |