Institutions / Inman Jager Wealth Management, LLC / Activity
Activity — Inman Jager Wealth Management, LLC
87 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $164 | +1 +0.02% | 5,482 0.48% of portfolio | low |
| Q2 2026 as of | Add | 78464A300 Common stock | $2.3K | +21 +0.19% | 11,230 0.65% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $3.0K | +6 +0.53% | 1,138 0.30% of portfolio | low |
| Q2 2026 as of | Trim | Hancock Whitney Corp Common stock | $-3.7K | -50 -0.39% | 12,674 0.50% of portfolio | low |
| Q2 2026 as of | Add | 78463X509 Common stock | $3.8K | +74 +0.45% | 16,565 0.46% of portfolio | low |
| Q2 2026 as of | Add | 46434V738 Common stock | $4.6K | +61 +0.43% | 14,220 0.57% of portfolio | low |
| Q2 2026 as of | Trim | 46434V696 Common stock | $-7.6K | -93 -0.74% | 12,464 0.54% of portfolio | low |
| Q2 2026 as of | Trim | 808524409 Common stock | $-10.6K | -304 -0.71% | 42,513 0.79% of portfolio | low |
| Q2 2026 as of | Add | 92206C664 Common stock | $10.8K | +89 +4.17% | 2,221 0.14% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-14.7K | -20 -1.44% | 1,373 0.54% of portfolio | low |
| Q2 2026 as of | Add | 808524862 Common stock | $15.0K | +622 +5.22% | 12,536 0.16% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $17.0K | +85 +1.00% | 8,615 0.92% of portfolio | low |
| Q2 2026 as of | Add | 92206C680 Common stock | $18.7K | +146 +4.01% | 3,790 0.26% of portfolio | low |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-18.7K | -50 -6.79% | 686 0.14% of portfolio | low |
| Q2 2026 as of | Add | 92206C714 Common stock | $18.9K | +178 +3.00% | 6,102 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 921932778 Common stock | $-20.8K | -177 -0.72% | 24,488 1.53% of portfolio | low |
| Q2 2026 as of | Add | 78464A201 Common stock | $25.3K | +212 +0.96% | 22,201 1.41% of portfolio | low |
| Q2 2026 as of | Trim | 464288521 Common stock | $-25.8K | -388 -2.25% | 16,859 0.60% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $29.1K | +305 +2.80% | 11,179 0.57% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-29.9K | -53 -12.27% | 379 0.11% of portfolio | low |
| Q2 2026 as of | Add | Intel Corp Common stock | $31.3K | +224 +2.83% | 8,149 0.61% of portfolio | low |
| Q2 2026 as of | Add | 922908553 Common stock | $33.8K | +350 +1.65% | 21,508 1.10% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $40.5K | +161 +10.39% | 1,710 0.23% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $50.6K | +134 +5.68% | 2,495 0.50% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-55.8K | -234 -11.57% | 1,788 0.23% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $57.8K | +510 +10.43% | 5,402 0.33% of portfolio | low |
| Q2 2026 as of | Trim | 464287465 Common stock | $-61.0K | -587 -1.98% | 28,998 1.60% of portfolio | low |
| Q2 2026 as of | Add | Cisco Systems, Inc. Common stock | $61.5K | +524 +13.05% | 4,538 0.28% of portfolio | low |
| Q2 2026 as of | Trim | 464288448 Common stock | $-66.5K | -2K -5.06% | 30,138 0.66% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-68.9K | -893 -1.44% | 61,243 2.51% of portfolio | low |
| Q2 2026 as of | Add | Verizon Communications Inc Common stock | $70.0K | +2K +3.72% | 46,042 1.04% of portfolio | low |
| Q2 2026 as of | Trim | 46432F842 Common stock | $-71.3K | -738 -1.84% | 39,381 2.02% of portfolio | low |
| Q2 2026 as of | Trim | 464287168 Common stock | $-79.7K | -510 -1.99% | 25,163 2.09% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $79.7K | +314 +3.81% | 8,556 1.16% of portfolio | low |
| Q2 2026 as of | Trim | Parker-Hannifin Corp Common stock | $-83.1K | -85 -20.88% | 322 0.17% of portfolio | low |
| Q2 2026 as of | Add | Entergy Corp /De Common stock | $84.7K | +737 +4.40% | 17,488 1.07% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $93.4K | +136 +5.60% | 2,566 0.94% of portfolio | low |
| Q2 2026 as of | Add | Dow Inc. Common stock | $93.6K | +3K +6.69% | 54,566 0.79% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $95.6K | +699 +4.43% | 16,478 1.20% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $96.6K | +583 +3.06% | 19,632 1.73% of portfolio | low |
| Q2 2026 as of | Add | 464287226 Common stock | $110.2K | +1K +16.89% | 7,704 0.41% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $132.8K | +1K +13.21% | 9,753 0.61% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $143.8K | +2K +6.46% | 29,140 1.26% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $148.8K | +292 +7.43% | 4,222 1.14% of portfolio | low |
| Q2 2026 as of | Trim | 464287655 Common stock | $-163.1K | -543 -3.27% | 16,071 2.57% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-169.2K | -479 -25.20% | 1,422 0.27% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $183.1K | +1K +7.56% | 20,279 1.39% of portfolio | low |
| Q2 2026 as of | Add | 3M Co Common stock | $199.3K | +1K +11.96% | 11,520 0.99% of portfolio | low |
| Q2 2026 as of | New | GE Vernova Inc. Common stock | $202.1K | +172 | 172 0.11% of portfolio | low |
| Q2 2026 as of | New | 922042858 Common stock | $203.4K | +3K | 3,408 0.11% of portfolio | low |