Institutions / Argo Wealth Advisory, LLC / Activity
Activity — Argo Wealth Advisory, LLC
53 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 92204A702 Common stock | $6.93M | +58K +655.12% | 66,813 4.41% of portfolio | medium |
| Q2 2026 as of | Add | 921908844 Common stock | $2.83M | +12K +133.45% | 20,905 2.73% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-2.23M | -11K -100.00% | 0 | low |
| Q2 2026 as of | Add | 46090E103 Common stock | $1.94M | +3K +135.53% | 4,574 1.86% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $1.26M | +6K | 5,632 0.70% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $1.24M | +6K | 5,594 0.68% of portfolio | low |
| Q2 2026 as of | Add | 72201R585 Common stock | $932.6K | +35K +14.22% | 282,413 4.13% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc Common stock | $929.0K | +2K +49.94% | 6,710 1.54% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-796.4K | -664 -39.06% | 1,036 0.69% of portfolio | low |
| Q2 2026 as of | Add | 69374H881 Common stock | $796.1K | +13K +7.16% | 191,489 6.57% of portfolio | low |
| Q2 2026 as of | Add | Pfizer Inc Common stock | $626.0K | +26K +41.57% | 88,538 1.18% of portfolio | low |
| Q2 2026 as of | Add | 97717X594 Common stock | $606.5K | +12K +6.73% | 183,696 5.31% of portfolio | low |
| Q2 2026 as of | Add | 316188309 Common stock | $582.6K | +13K +4.91% | 273,702 6.87% of portfolio | low |
| Q2 2026 as of | Add | 97717Y527 Common stock | $562.0K | +11K +10.62% | 116,288 3.23% of portfolio | low |
| Q2 2026 as of | Add | 46654Q716 Common stock | $558.1K | +10K +4.72% | 231,442 6.83% of portfolio | low |
| Q2 2026 as of | Add | FactSet Research Systems Inc Common stock | $469.6K | +2K +36.52% | 7,630 0.97% of portfolio | low |
| Q2 2026 as of | Add | 25434V203 Common stock | $397.2K | +10K +3.49% | 285,328 6.50% of portfolio | low |
| Q2 2026 as of | Add | American Tower Corp Common stock | $378.5K | +2K +23.36% | 12,218 1.10% of portfolio | low |
| Q2 2026 as of | Exit | 464287408 Common stock | $-344.2K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $332.9K | +591 +21.62% | 3,324 1.03% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $308.1K | +2K +14.53% | 16,562 1.34% of portfolio | low |
| Q2 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-287.4K | -2K -5.83% | 39,502 2.56% of portfolio | low |
| Q2 2026 as of | Exit | 025072604 Common stock | $-259.9K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Add | 46641Q654 Common stock | $253.2K | +5K +27.91% | 22,752 0.64% of portfolio | low |
| Q2 2026 as of | New | Alphabet Inc. Common stock | $218.4K | +611 | 611 0.12% of portfolio | low |
| Q2 2026 as of | Exit | 464287309 Common stock | $-210.7K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Salesforce Inc Common stock | $-208.0K | -785 -100.00% | 0 | low |
| Q2 2026 as of | Add | Accenture plc Common stock | $194.1K | +2K +19.18% | 9,694 0.67% of portfolio | low |
| Q2 2026 as of | Add | 464287440 Common stock | $156.0K | +2K +2.55% | 66,370 3.46% of portfolio | low |
| Q2 2026 as of | Add | Arthur J. Gallagher & Co. Common stock | $137.3K | +598 +6.46% | 9,853 1.25% of portfolio | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-127.2K | -136 -3.76% | 3,477 1.79% of portfolio | low |
| Q2 2026 as of | Add | Automatic Data Processing Inc Common stock | $124.3K | +555 +5.93% | 9,918 1.23% of portfolio | low |
| Q2 2026 as of | Add | PTC Inc Common stock | $111.1K | +978 +6.88% | 15,188 0.95% of portfolio | low |
| Q2 2026 as of | Trim | Lockheed Martin Corp Common stock | $-108.0K | -212 -4.30% | 4,719 1.33% of portfolio | low |
| Q2 2026 as of | Trim | Amgen Inc Common stock | $-103.9K | -287 -3.53% | 7,843 1.57% of portfolio | low |
| Q2 2026 as of | Trim | Nextera Energy Inc Common stock | $-99.4K | -1K -3.33% | 32,904 1.59% of portfolio | low |
| Q2 2026 as of | Trim | McKesson Corp Common stock | $-81.6K | -108 -3.33% | 3,137 1.31% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $63.2K | +92 +1.65% | 5,655 2.14% of portfolio | low |
| Q2 2026 as of | Add | Pepsico Inc Common stock | $53.2K | +393 +2.61% | 15,457 1.15% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $46.5K | +142 +21.13% | 814 0.15% of portfolio | low |
| Q2 2026 as of | Add | Jack Henry & Associates Inc Common stock | $46.1K | +335 +2.39% | 14,366 1.09% of portfolio | low |
| Q2 2026 as of | Trim | Illinois Tool Works Inc Common stock | $-39.8K | -147 -1.52% | 9,503 1.42% of portfolio | low |
| Q2 2026 as of | Trim | Lowes Companies Inc Common stock | $-34.8K | -158 -1.37% | 11,349 1.38% of portfolio | low |
| Q2 2026 as of | Add | Stryker Corp Common stock | $27.1K | +86 +1.13% | 7,704 1.34% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $26.9K | +72 +0.89% | 8,193 1.69% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-24.9K | -99 -0.26% | 38,686 5.37% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $24.7K | +70 +9.21% | 830 0.16% of portfolio | low |
| Q2 2026 as of | Add | Xylem Inc. Common stock | $22.1K | +187 +0.95% | 19,910 1.30% of portfolio | low |
| Q2 2026 as of | Trim | 46438G687 Common stock | $-21.9K | -846 -1.69% | 49,217 0.70% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $12.4K | +43 +0.82% | 5,281 0.84% of portfolio | low |