Harry Burn - Sound Shore

History Stock Activity ▼ Share change % change to portfolio
Q3  2023
≡ WFC - Wells Fargo Reduce 0.40% 9,354 0.01
≡ ADI - Analog Devices Reduce 0.43% 1,477 0.01
≡ AMAT - Applied Materials Reduce 0.46% 1,804 0.01
≡ CNC - Centene Corp. Reduce 0.47% 4,818 0.01
≡ ORCL - Oracle Corp. Reduce 0.48% 2,709 0.01
≡ CAG - Conagra Brands Inc. Reduce 5.75% 92,833 0.10
≡ MRK - Merck & Co. Reduce 6.32% 47,452 0.19
≡ PFE - Pfizer Inc. Reduce 7.08% 126,900 0.16
≡ OGN - Organon & Co. Reduce 8.48% 320,640 0.21
≡ PCAR - PACCAR Inc. Reduce 11.00% 81,863 0.27
≡ CLF - Cleveland-Cliffs Inc. Reduce 11.72% 491,796 0.29
≡ FDX - FedEx Corp. Reduce 15.30% 49,667 0.50
≡ FLEX - Flex Ltd. Reduce 19.63% 914,170 0.95
≡ CSCO - Cisco Systems Reduce 22.98% 303,972 0.63
≡ BKR - Baker Hughes Co. Reduce 24.89% 526,483 0.71
≡ BRK.B - Berkshire Hathaway CL B Reduce 25.67% 70,163 0.94
≡ NXPI - NXP Semiconductors NV Reduce 33.37% 171,799 1.32
≡ VST - Vistra Corp. Reduce 34.75% 1,528,054 1.94
≡ CEG - Constellation Energy Corp. Reduce 41.73% 379,984 1.59
≡ RHHBY - Roche Holding AG ADR Sell 100.00% 1,437,613 2.02
≡ RHI - Robert Half International Sell 100.00% 715,537 1.98
Q2  2023
≡ CSCO - Cisco Systems Add 25.07% 265,159 0.51
≡ CNC - Centene Corp. Add 19.94% 170,750 0.42
≡ FDX - FedEx Corp. Add 15.93% 44,589 0.41
≡ OGN - Organon & Co. Add 13.35% 444,972 0.34
≡ MRK - Merck & Co. Add 12.17% 81,465 0.35
≡ CLF - Cleveland-Cliffs Inc. Add 9.38% 359,754 0.22
≡ HII - Huntington Ingalls Industries Add 6.97% 23,881 0.20
≡ KHC - Kraft Heinz Co. Add 5.38% 75,882 0.10
≡ BA - Boeing Co. Add 2.38% 7,903 0.06
≡ ADI - Analog Devices Buy 342,209 2.46
≡ FIS - Fidelity National Information Services Buy 1,050,900 2.12
≡ RHHBY - Roche Holding AG ADR Buy 1,437,613 2.02
≡ ELV - Elevance Health Inc. Buy 117,387 1.92
≡ RHI - Robert Half International Reduce 1.19% 8,614 0.02
≡ GEHC - GE HealthCare Technologies Inc. Reduce 1.21% 12,166 0.04
≡ KMI - Kinder Morgan Reduce 1.27% 51,692 0.03
≡ GM - General Motors Reduce 1.31% 27,329 0.04
≡ CAG - Conagra Brands Inc. Reduce 1.32% 21,543 0.03
≡ COF - Capital One Financial Reduce 1.34% 11,783 0.05
≡ CEG - Constellation Energy Corp. Reduce 1.43% 13,240 0.04
≡ VST - Vistra Corp. Reduce 2.51% 113,231 0.11
≡ PVH - PVH Corp. Reduce 2.67% 28,725 0.09
≡ HOLX - Hologic Inc. Reduce 2.77% 18,426 0.06
≡ WFC - Wells Fargo Reduce 2.78% 66,077 0.10
≡ TTE - TotalEnergies SE Reduce 3.05% 37,533 0.08
≡ NXPI - NXP Semiconductors NV Reduce 3.32% 17,691 0.13
≡ BKR - Baker Hughes Co. Reduce 3.43% 75,119 0.09
≡ PCAR - PACCAR Inc. Reduce 3.64% 28,116 0.09
≡ MU - Micron Technology Inc. Reduce 4.25% 36,477 0.08
≡ FLEX - Flex Ltd. Reduce 6.35% 315,985 0.32
≡ BRK.B - Berkshire Hathaway CL B Reduce 9.91% 30,055 0.38
≡ AVTR - Avantor arinc. Reduce 13.90% 540,791 0.41
≡ PFE - Pfizer Inc. Reduce 26.54% 647,521 0.87
≡ AMAT - Applied Materials Reduce 31.10% 176,970 0.94
≡ CAH - Cardinal Health Inc. Reduce 40.53% 413,630 1.44
≡ LEN - Lennar Corp. Reduce 46.81% 393,644 1.82
≡ ORCL - Oracle Corp. Reduce 53.19% 644,575 2.83
≡ VSCO - Victoria's Secret & Co. Sell 100.00% 1,986,788 2.55
≡ LRCX - Lam Research Sell 100.00% 123,375 2.46
Q1  2023
≡ CAH - Cardinal Health Inc. Add 335.01% 785,911 2.23
≡ PFE - Pfizer Inc. Add 334.93% 1,879,038 2.89
≡ LRCX - Lam Research Add 296.00% 92,220 1.84
≡ TTE - TotalEnergies SE Add 288.33% 912,738 2.03
≡ PCAR - PACCAR Inc. Add 285.83% 571,985 1.58
≡ BA - Boeing Co. Add 247.92% 236,345 1.89
≡ OGN - Organon & Co. Add 227.00% 2,314,628 2.05
≡ CLF - Cleveland-Cliffs Inc. Add 222.95% 2,647,395 1.82
≡ KMI - Kinder Morgan Add 216.18% 2,786,667 1.84
≡ MRK - Merck & Co. Add 212.52% 455,125 1.82
≡ HII - Huntington Ingalls Industries Add 207.39% 231,124 1.80
≡ NXPI - NXP Semiconductors NV Add 201.28% 355,722 2.50
≡ BRK.B - Berkshire Hathaway CL B Add 193.24% 199,909 2.32
≡ AMAT - Applied Materials Add 190.93% 373,401 1.73
≡ BKR - Baker Hughes Co. Add 186.33% 1,425,352 1.55
≡ ORCL - Oracle Corp. Add 182.84% 783,359 2.74
≡ WFC - Wells Fargo Add 181.04% 1,532,607 2.16
≡ COF - Capital One Financial Add 172.75% 558,389 2.02
≡ FLEX - Flex Ltd. Add 166.18% 3,104,988 2.69
≡ VSCO - Victoria's Secret & Co. Add 165.44% 1,238,293 1.59
≡ VST - Vistra Corp. Add 163.45% 2,798,397 2.53
≡ CAG - Conagra Brands Inc. Add 162.36% 1,012,659 1.43
≡ LEN - Lennar Corp. Add 159.55% 516,936 2.05
≡ FDX - FedEx Corp. Add 153.31% 169,443 1.46
≡ GM - General Motors Add 151.81% 1,254,406 1.73
≡ MU - Micron Technology Inc. Add 132.12% 488,162 1.11
≡ HOLX - Hologic Inc. Add 122.46% 365,888 1.11
≡ PVH - PVH Corp. Add 115.22% 575,680 1.93
≡ GEHC - GE HealthCare Technologies Inc. Buy 1,005,085 3.10
≡ AVTR - Avantor arinc. Buy 3,890,403 3.09
≡ CEG - Constellation Energy Corp. Buy 923,818 2.73
≡ RHI - Robert Half International Buy 724,151 2.20
≡ CSCO - Cisco Systems Buy 1,057,542 2.08
≡ KHC - Kraft Heinz Co. Buy 1,410,919 2.05
≡ CNC - Centene Corp. Buy 856,468 2.04
≡ 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