Harry Burn - Sound Shore

History Stock Activity Share change % change to portfolio ▲
Q2  2024
≡ LEN - Lennar Corp. Reduce 3.07% 12,617 0.06
≡ CVX - Chevron Corp. Add 18.53% 13,315 0.07
≡ TTE - TotalEnergies SE Reduce 3.50% 36,473 0.08
≡ CHKP - Check Point Software Technologies Reduce 3.20% 15,219 0.08
≡ KHC - Kraft Heinz Co. Reduce 3.12% 77,299 0.08
≡ FDX - FedEx Corp. Reduce 3.02% 8,184 0.08
≡ BKR - Baker Hughes Co. Reduce 3.21% 80,074 0.09
≡ BRK.B - Berkshire Hathaway CL B Reduce 3.17% 6,698 0.09
≡ NXPI - NXP Semiconductors NV Reduce 3.07% 9,910 0.09
≡ KMI - Kinder Morgan Reduce 2.89% 141,654 0.09
≡ ORCL - Oracle Corp. Reduce 3.09% 21,492 0.10
≡ PRGO - Perrigo Co. Add 5.16% 117,230 0.10
≡ OGN - Organon & Co. Reduce 3.07% 154,065 0.11
≡ FIS - Fidelity National Information Services Reduce 3.15% 47,376 0.12
≡ PVH - PVH Corp. Reduce 3.97% 37,709 0.13
≡ HOLX - Hologic Inc. Add 5.20% 57,588 0.14
≡ KR - Kroger Co. Add 5.78% 82,788 0.14
≡ NEM - Newmont Corp. Buy 167,030 0.23
≡ COF - Capital One Financial Reduce 6.77% 54,575 0.25
≡ BBWI - Bath & Body Works Inc. Add 10.00% 189,889 0.25
≡ CF - CF Industries Holdings Inc. Add 13.13% 103,101 0.25
≡ PFE - Pfizer Inc. Add 10.95% 279,825 0.26
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 9.78% 733,244 0.40
≡ CAH - Cardinal Health Inc. Add 24.82% 133,195 0.44
≡ WTW - Willis Towers Watson plc Add 19.59% 58,085 0.51
≡ ELV - Elevance Health Inc. Reduce 21.06% 32,574 0.59
≡ GEHC - GE HealthCare Technologies Inc. Add 31.38% 230,906 0.60
≡ MRK - Merck & Co. Reduce 23.42% 162,397 0.67
≡ CNC - Centene Corp. Reduce 27.31% 320,868 0.71
≡ GOLD - Barrick Gold Corp. Add 48.24% 1,449,862 0.81
≡ HII - Huntington Ingalls Industries Add 50.67% 116,180 0.96
≡ GM - General Motors Reduce 26.03% 690,589 1.07
≡ FLEX - Flex Ltd. Reduce 26.77% 1,149,763 1.13
≡ WFC - Wells Fargo Reduce 26.54% 568,461 1.13
≡ AYI - Acuity Brands Inc. Sell 100.00% 186,126 1.56
≡ VST - Vistra Corp. Reduce 44.02% 632,058 1.81
≡ DIS - Walt Disney Co. Buy 623,252 2.06
≡ CEG - Constellation Energy Corp. Sell 100.00% 360,012 2.08
≡ PCAR - PACCAR Inc. Sell 100.00% 545,036 2.11
≡ CVS - CVS Health Corp. Buy 1,165,831 2.30
≡ PEG - Public Serv. Enterprise Inc. Buy 967,413 2.38
≡ AVTR - Avantor arinc. Buy 3,604,345 2.55
≡ CLF - Cleveland-Cliffs Inc. Sell 100.00% 3,831,468 2.73
Q1  2024
≡ BBWI - Bath & Body Works Inc. Reduce 0.23% 4,444 0.01
≡ FDX - FedEx Corp. Reduce 0.94% 2,562 0.02
≡ MRK - Merck & Co. Reduce 1.20% 8,431 0.03
≡ WTW - Willis Towers Watson plc Reduce 2.30% 6,967 0.06
≡ FIS - Fidelity National Information Services Reduce 2.08% 31,841 0.07
≡ ELV - Elevance Health Inc. Add 3.14% 4,713 0.08
≡ LEN - Lennar Corp. Add 3.60% 14,300 0.08
≡ GM - General Motors Reduce 2.53% 68,742 0.10
≡ CAH - Cardinal Health Inc. Reduce 5.49% 31,153 0.11
≡ KMI - Kinder Morgan Add 4.36% 204,932 0.12
≡ ORCL - Oracle Corp. Reduce 4.95% 36,227 0.14
≡ NXPI - NXP Semiconductors NV Reduce 5.59% 19,086 0.15
≡ CLF - Cleveland-Cliffs Inc. Reduce 5.10% 206,039 0.15
≡ COF - Capital One Financial Reduce 5.06% 42,904 0.20
≡ WFC - Wells Fargo Reduce 5.17% 116,816 0.21
≡ OGN - Organon & Co. Add 7.48% 349,611 0.21
≡ PVH - PVH Corp. Reduce 5.19% 51,997 0.23
≡ CNC - Centene Corp. Add 8.99% 96,944 0.24
≡ BRK.B - Berkshire Hathaway CL B Reduce 8.15% 18,735 0.25
≡ HOLX - Hologic Inc. Add 10.98% 109,705 0.27
≡ PCAR - PACCAR Inc. Reduce 13.13% 82,346 0.32
≡ CVX - Chevron Corp. Buy 71,840 0.35
≡ FLEX - Flex Ltd. Add 10.91% 422,596 0.38
≡ TTE - TotalEnergies SE Reduce 16.42% 204,809 0.44
≡ KHC - Kraft Heinz Co. Add 18.13% 380,661 0.44
≡ CEG - Constellation Energy Corp. Reduce 23.30% 109,362 0.63
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 15.97% 1,424,544 0.63
≡ GEHC - GE HealthCare Technologies Inc. Reduce 27.44% 278,207 0.79
≡ PFE - Pfizer Inc. Add 57.90% 937,326 0.81
≡ BKR - Baker Hughes Co. Add 57.23% 907,498 0.95
≡ HII - Huntington Ingalls Industries Reduce 35.05% 123,755 1.13
≡ AYI - Acuity Brands Inc. Reduce 46.45% 161,418 1.35
≡ GOLD - Barrick Gold Corp. Buy 3,005,689 1.56
≡ VST - Vistra Corp. Reduce 37.37% 856,689 1.87
≡ CF - CF Industries Holdings Inc. Buy 785,065 2.04
≡ AMAT - Applied Materials Sell 100.00% 380,535 2.14
≡ PRGO - Perrigo Co. Buy 2,273,819 2.29
≡ ADI - Analog Devices Sell 100.00% 338,823 2.33
≡ CHKP - Check Point Software Technologies Buy 475,811 2.44
≡ KR - Kroger Co. Buy 1,433,529 2.56
≡ MU - Micron Technology Inc. Sell 100.00% 1,096,241 3.24
≡ BA - Boeing Co. Sell 100.00% 371,498 3.36
Q4  2023
≡ BKR - Baker Hughes Co. Reduce 0.19% 2,980 0.00
≡ ELV - Elevance Health Inc. Reduce 0.16% 247 0.00
≡ ADI - Analog Devices Reduce 0.56% 1,909 0.01
≡ FDX - FedEx Corp. Reduce 0.47% 1,286 0.01
≡ NXPI - NXP Semiconductors NV Reduce 0.45% 1,535 0.01
≡ BA - Boeing Co. Reduce 0.43% 1,586 0.01
≡ MRK - Merck & Co. Reduce 0.22% 1,570 0.01
≡ PFE - Pfizer Inc. Reduce 2.81% 46,741 0.05
≡ AMAT - Applied Materials Reduce 2.48% 9,662 0.05
≡ MU - Micron Technology Inc. Reduce 2.11% 23,622 0.07
≡ AYI - Acuity Brands Inc. Reduce 2.97% 10,635 0.08
≡ COF - Capital One Financial Reduce 2.08% 18,001 0.08
≡ WFC - Wells Fargo Reduce 1.95% 44,904 0.08
≡ HII - Huntington Ingalls Industries Reduce 3.30% 12,041 0.11
≡ PCAR - PACCAR Inc. Reduce 5.25% 34,739 0.12