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salesforce.com, inc. (NYSE:CRM) Shares Sold by WESPAC Advisors SoCal LLC

salesforce.com, inc. (NYSE:CRM) Shares Sold by WESPAC Advisors SoCal LLC

WESPAC Advisors SoCal LLC decreased its stake in salesforce.com, inc. (NYSE:CRM) by 2.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,536 shares of the CRM provider’s stock after selling 125 shares during the period. WESPAC Advisors SoCal LLC’s holdings in salesforce.com were worth $673,000 as of […]

by × October 17, 2019 ×
WESPAC Advisors SoCal LLC Buys 360 Shares of Costco Wholesale Co. (NASDAQ:COST)

WESPAC Advisors SoCal LLC Buys 360 Shares of Costco Wholesale Co. (NASDAQ:COST)

WESPAC Advisors SoCal LLC lifted its stake in Costco Wholesale Co. (NASDAQ:COST) by 8.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,820 shares of the retailer’s stock after purchasing an additional 360 shares during the quarter. WESPAC Advisors SoCal LLC’s holdings in Costco […]

by × October 17, 2019 ×
WESPAC Advisors SoCal LLC Raises Position in UnitedHealth Group Inc (NYSE:UNH)

WESPAC Advisors SoCal LLC Raises Position in UnitedHealth Group Inc (NYSE:UNH)

WESPAC Advisors SoCal LLC raised its stake in UnitedHealth Group Inc (NYSE:UNH) by 3.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 27,308 shares of the healthcare conglomerate’s stock after buying an additional 950 shares during the quarter. UnitedHealth Group comprises 2.9% of WESPAC Advisors SoCal LLC’s investment portfolio, making the stock its 15th largest position. WESPAC Advisors SoCal […]

by × October 17, 2019 ×
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC) Shares Acquired by Winfield Associates Inc.

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC) Shares Acquired by Winfield Associates Inc.

Winfield Associates Inc. grew its stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC) by 8.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,425 shares of the company’s stock after buying an additional 350 shares during the period. Winfield Associates Inc.’s holdings […]

by × October 17, 2019 ×
Winfield Associates Inc. Lowers Stock Holdings in Pfizer Inc. (NYSE:PFE)

Winfield Associates Inc. Lowers Stock Holdings in Pfizer Inc. (NYSE:PFE)

Winfield Associates Inc. decreased its position in shares of Pfizer Inc. (NYSE:PFE) by 34.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,772 shares of the biopharmaceutical company’s stock after selling 6,300 shares during the period. Winfield Associates Inc.’s holdings in Pfizer were worth $423,000 at the end […]

by × October 17, 2019 ×