Institutions / Alpine Bank Wealth Management / Activity
Activity — Alpine Bank Wealth Management
375 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 464287481 Common stock | $-878 | -6 -0.08% | 7,634 0.14% of portfolio | low |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $955 | +2 +0.24% | 822 0.05% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-1.0K | -1 -0.03% | 3,423 0.44% of portfolio | low |
| Q2 2026 as of | Trim | Altria Group, Inc. Common stock | $-1.6K | -22 -0.49% | 4,445 0.04% of portfolio | low |
| Q2 2026 as of | New | American Tower Corp Common stock | $1.8K | +11 | 11 <0.01% of portfolio | low |
| Q2 2026 as of | New | Motorola Solutions, Inc. Common stock | $2.1K | +5 | 5 <0.01% of portfolio | low |
| Q2 2026 as of | New | 46438F101 Common stock | $2.1K | +64 | 64 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Abbott Laboratories Common stock | $-2.2K | -24 -0.15% | 15,509 0.18% of portfolio | low |
| Q2 2026 as of | New | Newmarket Corp Common stock | $2.4K | +3 | 3 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | BlackRock, Inc. Common stock | $-2.9K | -3 -1.07% | 278 0.03% of portfolio | low |
| Q2 2026 as of | New | Assurant Inc Common stock | $3.0K | +11 | 11 <0.01% of portfolio | low |
| Q2 2026 as of | New | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $3.0K | +44 | 44 <0.01% of portfolio | low |
| Q2 2026 as of | New | Royal Gold Inc Common stock | $3.2K | +16 | 16 <0.01% of portfolio | low |
| Q2 2026 as of | New | DT Midstream, Inc. Common stock | $3.2K | +22 | 22 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-3.3K | -10 -0.72% | 1,380 0.06% of portfolio | low |
| Q2 2026 as of | New | CME Group Inc Common stock | $3.3K | +15 | 15 <0.01% of portfolio | low |
| Q2 2026 as of | New | Entergy Corp /De Common stock | $3.4K | +30 | 30 <0.01% of portfolio | low |
| Q2 2026 as of | New | 316145101 Common stock | $3.5K | +109 | 109 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Duke Energy Corp Common stock | $-4.3K | -34 -1.20% | 2,788 0.05% of portfolio | low |
| Q2 2026 as of | New | G7709Q104 Common stock | $4.6K | +82 | 82 <0.01% of portfolio | low |
| Q2 2026 as of | New | 284902509 Common stock | $4.6K | +148 | 148 <0.01% of portfolio | low |
| Q2 2026 as of | New | Exelon Corp Common stock | $5.0K | +107 | 107 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Bristol Myers Squibb Co Common stock | $-5.1K | -89 -0.89% | 9,893 0.07% of portfolio | low |
| Q2 2026 as of | New | 464287622 Common stock | $5.3K | +13 | 13 <0.01% of portfolio | low |
| Q2 2026 as of | New | 025072828 Common stock | $5.6K | +260 | 260 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Bank of America Corp /De Common stock | $-6.3K | -110 -1.05% | 10,330 0.08% of portfolio | low |
| Q2 2026 as of | New | Marsh & McLennan Companies, Inc. Common stock | $6.3K | +38 | 38 <0.01% of portfolio | low |
| Q2 2026 as of | New | American Electric Power Co Inc Common stock | $6.6K | +48 | 48 <0.01% of portfolio | low |
| Q2 2026 as of | New | 46435G425 Common stock | $6.9K | +42 | 42 <0.01% of portfolio | low |
| Q2 2026 as of | New | 464287101 Common stock | $7.3K | +20 | 20 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-7.5K | -7 -0.44% | 1,579 0.22% of portfolio | low |
| Q2 2026 as of | New | Danaher Corp /De Common stock | $7.6K | +40 | 40 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-7.8K | -35 -0.59% | 5,938 0.17% of portfolio | low |
| Q2 2026 as of | New | Murphy Oil Corp Common stock | $8.1K | +249 | 249 <0.01% of portfolio | low |
| Q2 2026 as of | New | 464287861 Common stock | $8.8K | +121 | 121 <0.01% of portfolio | low |
| Q2 2026 as of | New | Rockwell Automation Inc Common stock | $9.4K | +19 | 19 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Emerson Electric Co Common stock | $-9.7K | -68 -2.12% | 3,137 0.06% of portfolio | low |
| Q2 2026 as of | New | 31635V273 Common stock | $9.8K | +974 | 974 <0.01% of portfolio | low |
| Q2 2026 as of | New | Helmerich & Payne Inc Common stock | $9.8K | +299 | 299 <0.01% of portfolio | low |
| Q2 2026 as of | New | Franklin Resources, Inc. Common stock | $10.0K | +300 | 300 <0.01% of portfolio | low |
| Q2 2026 as of | New | Realty Income Corp Common stock | $10.2K | +165 | 165 <0.01% of portfolio | low |
| Q2 2026 as of | New | Kinder Morgan, Inc. Common stock | $10.2K | +320 | 320 <0.01% of portfolio | low |
| Q2 2026 as of | New | Blackstone Inc Common stock | $10.6K | +90 | 90 <0.01% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $10.7K | +19 +0.46% | 4,187 0.30% of portfolio | low |
| Q2 2026 as of | New | J M SMUCKER Co Common stock | $11.3K | +100 | 100 <0.01% of portfolio | low |
| Q2 2026 as of | New | Southwest Gas Holdings Inc Common stock | $11.6K | +131 | 131 <0.01% of portfolio | low |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $11.8K | +283 | 283 <0.01% of portfolio | low |
| Q2 2026 as of | New | Citigroup Inc Common stock | $12.0K | +86 | 86 <0.01% of portfolio | low |
| Q2 2026 as of | New | Eastman Chemical Co Common stock | $12.2K | +182 | 182 <0.01% of portfolio | low |
| Q2 2026 as of | New | S&P Global Inc. Common stock | $12.2K | +30 | 30 <0.01% of portfolio | low |