Harry Burn - Sound Shore

History Stock Activity ▼ Share change % change to portfolio
Q2  2023
≡ LRCX - Lam Research Sell 100.00% 123,375 2.46
Q1  2023
≡ FRCB - First Republic Bank Sell 100.00% 239,550 3.38
≡ SIVBQ - SVB Financial Group Sell 100.00% 114,715 3.05
≡ GOOGL - Alphabet Inc. Sell 100.00% 273,650 2.79
≡ TPX - Tempur Sealy Int. Sell 100.00% 685,225 2.72
≡ BAC - Bank of America Corp. Sell 100.00% 658,445 2.52
≡ MS - Morgan Stanley Sell 100.00% 200,685 1.97
Q4  2022
≡ FLEX - Flex Ltd. Reduce 5.21% 102,595 0.25
≡ BRK.B - Berkshire Hathaway CL B Reduce 5.71% 6,270 0.22
≡ MRK - Merck & Co. Reduce 8.43% 19,710 0.25
≡ WFC - Wells Fargo Reduce 8.85% 82,225 0.39
≡ VST - Vistra Corp. Reduce 9.04% 170,095 0.46
≡ AMAT - Applied Materials Reduce 9.49% 20,515 0.23
≡ MS - Morgan Stanley Reduce 9.68% 21,505 0.21
≡ ORCL - Oracle Corp. Reduce 11.00% 52,965 0.50
≡ VSCO - Victoria's Secret & Co. Reduce 11.85% 100,590 0.42
≡ LEN - Lennar Corp. Reduce 13.41% 50,170 0.52
≡ HOLX - Hologic Inc. Reduce 14.73% 51,625 0.45
≡ PVH - PVH Corp. Reduce 15.09% 88,820 0.73
≡ CAG - Conagra Brands Inc. Reduce 15.98% 118,650 0.53
≡ NXPI - NXP Semiconductors NV Reduce 18.63% 40,450 0.74
≡ KMI - Kinder Morgan Reduce 23.81% 402,915 0.84
≡ CLF - Cleveland-Cliffs Inc. Reduce 25.01% 395,970 0.74
≡ TPX - Tempur Sealy Int. Reduce 28.08% 267,570 1.06
≡ CAH - Cardinal Health Inc. Reduce 34.09% 121,310 1.08
≡ BKR - Baker Hughes Co. Reduce 37.27% 454,480 1.55
≡ PCAR - PACCAR Inc. Reduce 43.03% 151,130 1.73
≡ PRGO - Perrigo Co. Sell 100.00% 1,005,665 4.19
≡ ELAN - Elanco Animal Health Inc. Sell 100.00% 1,444,490 2.09
≡ VNT - Vontier Corp. Sell 100.00% 1,015,040 1.98
≡ CTRA - Coterra Energy Inc. Sell 100.00% 500,790 1.53
Q3  2022
≡ PVH - PVH Corp. Reduce 1.40% 8,325 0.04
≡ VSCO - Victoria's Secret & Co. Reduce 3.30% 28,995 0.10
≡ TPX - Tempur Sealy Int. Reduce 12.64% 137,860 0.39
≡ PCAR - PACCAR Inc. Reduce 15.29% 63,395 0.62
≡ VNT - Vontier Corp. Reduce 16.77% 204,450 0.40
≡ AMAT - Applied Materials Reduce 17.95% 47,260 0.45
≡ FLEX - Flex Ltd. Reduce 18.44% 445,765 0.87
≡ LEN - Lennar Corp. Reduce 25.72% 129,540 1.13
≡ CAH - Cardinal Health Inc. Reduce 26.93% 131,185 1.02
≡ CTRA - Coterra Energy Inc. Reduce 36.44% 287,080 0.88
≡ MS - Morgan Stanley Reduce 46.46% 192,780 1.78
≡ IP - International Paper Sell 100.00% 539,350 2.33
≡ ELV - Elevance Health Inc. Sell 100.00% 44,470 2.22
≡ VZ - Verizon Communications Sell 100.00% 409,945 2.15
≡ Y-OLD - Alleghany Corp. Sell 100.00% 14,225 1.23
Q2  2022
≡ ELAN - Elanco Animal Health Inc. Reduce 0.26% 3,730 0.01
≡ VST - Vistra Corp. Reduce 5.38% 107,020 0.25
≡ OGN - Organon & Co. Reduce 14.47% 151,425 0.53
≡ ORCL - Oracle Corp. Reduce 14.94% 84,585 0.61
≡ GOOGL - Alphabet Inc. Reduce 17.52% 38,100 0.43
≡ ELV - Elevance Health Inc. Reduce 17.68% 9,550 0.48
≡ FLEX - Flex Ltd. Reduce 18.17% 536,505 0.80
≡ PRGO - Perrigo Co. Reduce 21.76% 279,685 1.17
≡ CTRA - Coterra Energy Inc. Reduce 23.49% 241,905 0.64
≡ BAC - Bank of America Corp. Reduce 25.44% 196,210 0.63
≡ PFE - Pfizer Inc. Reduce 36.04% 239,645 1.30
≡ MRK - Merck & Co. Reduce 45.94% 198,745 1.87
≡ Y-OLD - Alleghany Corp. Reduce 59.52% 20,920 1.81
≡ APTV - Aptiv PLC Sell 100.00% 252,870 2.64
≡ XRAY - DENTSPLY SIRONA Inc. Sell 100.00% 593,260 2.55
≡ CI - Cigna Group Sell 100.00% 103,950 2.17
Q1  2022
≡ XRAY - DENTSPLY SIRONA Inc. Reduce 5.25% 32,890 0.14
≡ BAC - Bank of America Corp. Reduce 5.73% 46,865 0.17
≡ PCAR - PACCAR Inc. Reduce 6.26% 27,710 0.21
≡ PFE - Pfizer Inc. Reduce 7.84% 56,600 0.26
≡ VST - Vistra Corp. Reduce 11.15% 249,520 0.51
≡ WFC - Wells Fargo Reduce 11.75% 114,190 0.48
≡ BRK.B - Berkshire Hathaway CL B Reduce 16.46% 16,990 0.52
≡ OGN - Organon & Co. Reduce 18.65% 239,825 0.73
≡ MRK - Merck & Co. Reduce 20.29% 110,090 0.79
≡ CTRA - Coterra Energy Inc. Reduce 23.74% 320,525 0.75
≡ ELV - Elevance Health Inc. Reduce 27.47% 20,455 0.88
≡ CAG - Conagra Brands Inc. Reduce 29.75% 314,325 0.92
≡ BKR - Baker Hughes Co. Reduce 34.14% 391,580 1.24
≡ Y-OLD - Alleghany Corp. Reduce 46.99% 31,150 2.30
≡ CI - Cigna Group Reduce 51.64% 111,015 2.32
≡ MGA - Magna International Inc. Sell 100.00% 478,550 3.25
≡ ST - Sensata Technologies Holding Sell 100.00% 596,350 3.09
≡ HSIC - Henry Schein Inc. Sell 100.00% 438,200 2.85
≡ RNR - RenaissanceRe Holdings Ltd. Sell 100.00% 189,550 2.70
≡ EOG - EOG Resources Sell 100.00% 288,650 2.15
≡ WAB - WABTEC Corp. Sell 100.00% 212,600 1.65
Q4  2021
≡ FLEX - Flex Ltd. Reduce 4.09% 126,100 0.19
≡ MRK - Merck & Co. Reduce 5.10% 29,150 0.19
≡ NXPI - NXP Semiconductors NV Reduce 5.17% 9,600 0.18
≡ WFC - Wells Fargo Reduce 5.28% 54,200 0.22
≡ COF - Capital One Financial Reduce 7.78% 18,300 0.22
≡ BRK.B - Berkshire Hathaway CL B Reduce 8.51% 9,600 0.24
≡ CTRA - Coterra Energy Inc. Reduce 8.55% 126,250 0.20
≡ SIVBQ - SVB Financial Group Reduce 8.66% 3,850 0.22
≡ ORCL - Oracle Corp. Reduce 8.96% 39,000 0.29
≡ ELV - Elevance Health Inc. Reduce 9.88% 8,165 0.32
≡ VST - Vistra Corp. Reduce 11.53% 291,850 0.56
≡ RNR - RenaissanceRe Holdings Ltd. Reduce 12.57% 27,250 0.39
≡ GOOGL - Alphabet Inc. Reduce 14.01% 28,200 0.34
≡ BAC - Bank of America Corp. Reduce 21.27% 221,000 0.83
≡ LEN - Lennar Corp. Reduce 32.06% 102,350 1.00
≡ WAB - WABTEC Corp. Reduce 35.34% 116,200 0.90
≡ VZ - Verizon Communications Reduce 46.94% 276,450 1.20