Harry Burn - Sound Shore

History Stock Activity Share change % change to portfolio
Q1  2026
DIS - Walt Disney Co. Add 1.22% 11,725 0.04
MRVL - Marvell Technology Inc. Add 13.19% 133,881 0.44
GEHC - GE HealthCare Technologies Inc. Add 17.18% 174,853 0.42
CHKP - Check Point Software Technologies Add 22.13% 93,945 0.45
ZBH - Zimmer Biomet Holdings Add 23.68% 201,445 0.61
BAC - Bank of America Corp. Add 30.91% 487,661 0.80
KD - Kyndryl Holdings Inc Add 39.46% 1,173,761 0.52
CVX - Chevron Corp. Buy 9,855 0.07
PKG - Packaging Corp. of America Buy 54,750 0.39
SW - Smurfit Westrock Plc Buy 1,509,136 2.02
OMC - Omnicom Group Buy 842,962 2.13
OC - Owens Corning Buy 592,330 2.15
ICLR - ICON plc Buy 626,958 2.32
BA - Boeing Co. Buy 355,009 2.37
MDT - Medtronic plc Buy 825,239 2.40
UPS - United Parcel Service Buy 728,066 2.40
VST - Vistra Corp. Buy 479,762 2.42
AMZN - Amazon.com Inc. Buy 378,875 2.64
PFE - Pfizer Inc. Buy 2,870,421 2.70
NXPI - NXP Semiconductors NV Buy 410,653 2.71
KMI - Kinder Morgan Reduce 43.55% 1,476,798 1.66
CTRA-OLD - Coterra Energy Inc. Reduce 34.88% 1,140,518 1.34
QCOM - QUALCOMM Inc. Reduce 27.88% 164,200 0.71
PEG - Public Serv. Enterprise Inc. Reduce 27.70% 377,323 1.02
GOOGL - Alphabet Inc. Reduce 26.90% 94,063 0.91
LUV - Southwest Airlines Reduce 20.58% 518,720 0.65
EQT - EQT Corp. Reduce 18.58% 282,022 0.60
INCY - Incyte Corp. Reduce 17.42% 162,003 0.51
CSX - CSX Corp. Reduce 16.64% 399,715 0.55
BP - BP plc Reduce 14.48% 283,102 0.45
REGN - Regeneron Pharmaceuticals Reduce 14.17% 24,927 0.65
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 9.84% 424,223 0.43
FLEX - Flex Ltd. Reduce 9.18% 93,432 0.21
ACI - Albertsons Co Inc. Reduce 8.80% 398,798 0.23
BRK.B - Berkshire Hathaway CL B Reduce 5.10% 10,719 0.17
GM - General Motors Reduce 2.72% 29,033 0.07
C - Citigroup Inc. Reduce 1.95% 15,370 0.06
WFC - Wells Fargo Reduce 1.92% 17,625 0.05
QXO - Qxo Inc Reduce 1.80% 72,218 0.05
MHK - Mohawk Industries Reduce 1.22% 7,910 0.03
NEM - Newmont Corp. Sell 100.00% 88,665 0.28
WBD - Warner Bros. Discovery Inc. Sell 100.00% 990,615 0.91
B - Barrick Mining Corp. Sell 100.00% 1,155,678 1.60
HII - Huntington Ingalls Industries Sell 100.00% 204,283 2.21
AMAT - Applied Materials Sell 100.00% 280,589 2.29
WTW - Willis Towers Watson plc Sell 100.00% 226,119 2.36
COF - Capital One Financial Sell 100.00% 365,756 2.82
FIS - Fidelity National Information Services Sell 100.00% 1,384,040 2.93
AES - AES Corp. Sell 100.00% 6,898,342 3.15
CRM - Salesforce.com Sell 100.00% 378,539 3.19
Q4  2025
QCOM - QUALCOMM Inc. Add 3.61% 20,542 0.11
GEHC - GE HealthCare Technologies Inc. Add 3.79% 37,132 0.10
GOOGL - Alphabet Inc. Add 7.87% 25,520 0.25
INCY - Incyte Corp. Add 9.41% 79,976 0.25
AES - AES Corp. Add 17.00% 1,002,530 0.46
BRK.B - Berkshire Hathaway CL B Add 17.28% 30,970 0.50
MRVL - Marvell Technology Inc. Add 17.88% 153,935 0.42
CHKP - Check Point Software Technologies Add 20.17% 71,271 0.42
KMI - Kinder Morgan Add 26.97% 720,295 0.63
DIS - Walt Disney Co. Add 34.08% 243,686 0.88
KD - Kyndryl Holdings Inc Add 46.15% 939,154 0.79
REGN - Regeneron Pharmaceuticals Add 52.91% 60,859 1.49
PEG - Public Serv. Enterprise Inc. Add 66.63% 544,634 1.39
BP - BP plc Buy 1,954,785 2.16
QXO - Qxo Inc Buy 4,002,028 2.46
CRM - Salesforce.com Buy 378,539 3.19
WBD - Warner Bros. Discovery Inc. Reduce 77.18% 3,350,243 3.08
AMAT - Applied Materials Reduce 29.72% 118,650 0.97
HII - Huntington Ingalls Industries Reduce 28.83% 82,747 0.90
GM - General Motors Reduce 28.31% 421,117 1.09
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 23.68% 1,337,543 1.33
CTRA-OLD - Coterra Energy Inc. Reduce 22.92% 972,374 0.81
C - Citigroup Inc. Reduce 20.22% 199,965 0.74
COF - Capital One Financial Reduce 20.02% 91,530 0.71
BAC - Bank of America Corp. Reduce 16.05% 301,769 0.53
FLEX - Flex Ltd. Reduce 13.09% 153,314 0.30
WTW - Willis Towers Watson plc Reduce 8.66% 21,432 0.22
ACI - Albertsons Co Inc. Reduce 7.53% 369,021 0.20
ZBH - Zimmer Biomet Holdings Reduce 5.08% 45,527 0.13
MHK - Mohawk Industries Reduce 1.62% 10,719 0.04
B - Barrick Mining Corp. Reduce 0.72% 8,402 0.01
LUV - Southwest Airlines Reduce 0.67% 16,940 0.02
FIS - Fidelity National Information Services Reduce 0.66% 9,258 0.02
CSX - CSX Corp. Reduce 0.61% 14,793 0.02
WFC - Wells Fargo Reduce 0.61% 5,612 0.02
EQT - EQT Corp. Reduce 0.60% 9,234 0.02
PYPL - PayPal Holdings Inc. Sell 100.00% 1,069,187 2.37
IP - International Paper Sell 100.00% 1,551,437 2.38
PRGO - Perrigo Co. Sell 100.00% 3,650,998 2.69
HOLX-OLD - Hologic Inc. Sell 100.00% 1,337,653 2.98
Q3  2025
KMI - Kinder Morgan Add 1.13% 29,926 0.03
IP - International Paper Add 4.98% 73,579 0.11
DIS - Walt Disney Co. Add 8.35% 55,119 0.21
AMAT - Applied Materials Add 9.53% 34,722 0.23
PRGO - Perrigo Co. Add 11.05% 363,327 0.27
GEHC - GE HealthCare Technologies Inc. Add 14.62% 125,062 0.31
FIS - Fidelity National Information Services Add 27.68% 302,023 0.66
EQT - EQT Corp. Add 31.84% 368,748 0.66
BRK.B - Berkshire Hathaway CL B Add 52.74% 61,886 1.03
ACI - Albertsons Co Inc. Add 60.91% 1,855,682 1.08