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Forum Financial Management LP Sells 5,937 Shares of UnitedHealth Group Incorporated $UNH

Forum Financial Management LP decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 82.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,303 shares of the healthcare conglomerate's stock after selli

NYSE:UNH
Read Forum Financial Management LP Sells 5,937 Shares of UnitedHealth Group Incorporated $UNH
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Forum Financial Management LP Sells 17,041 Shares of The Charles Schwab Corporation $SCHW

Forum Financial Management LP decreased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 81.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 3,756 shares of the financial services provider's stock after se

NYSE:SCHW
Read Forum Financial Management LP Sells 17,041 Shares of The Charles Schwab Corporation $SCHW
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The Travelers Companies, Inc. $TRV Shares Sold by Forum Financial Management LP

Forum Financial Management LP decreased its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV - Free Report) by 71.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,334 shares of the in

NYSE:TRV
Read The Travelers Companies, Inc. $TRV Shares Sold by Forum Financial Management LP
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Quanta Services, Inc. $PWR Shares Sold by Forum Financial Management LP

Forum Financial Management LP reduced its holdings in shares of Quanta Services, Inc. (NYSE:PWR - Free Report) by 69.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 841 shares of the construction company's s

NYSE:PWR
Read Quanta Services, Inc. $PWR Shares Sold by Forum Financial Management LP
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Forum Financial Management LP Cuts Stock Position in Analog Devices, Inc. $ADI

Forum Financial Management LP lessened its position in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 75.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,483 shares of the s

NASDAQ:ADI
Read Forum Financial Management LP Cuts Stock Position in Analog Devices, Inc. $ADI
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Forum Financial Management LP Has $473,000 Holdings in Corning Incorporated $GLW

Forum Financial Management LP decreased its position in shares of Corning Incorporated (NYSE:GLW - Free Report) by 79.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,482 shares of t

NYSE:GLW
Read Forum Financial Management LP Has $473,000 Holdings in Corning Incorporated $GLW

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Salesforce Inc. $CRM Shares Sold by Forum Financial Management LP

NYSE:CRM
Read Salesforce Inc. $CRM Shares Sold by Forum Financial Management LP
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Forum Financial Management LP Lowers Holdings in Phillips 66 $PSX

NYSE:PSX
Read Forum Financial Management LP Lowers Holdings in Phillips 66 $PSX
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MetLife, Inc. $MET Shares Sold by Forum Financial Management LP

NYSE:MET
Read MetLife, Inc. $MET Shares Sold by Forum Financial Management LP
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Forum Financial Management LP Sells 28,860 Shares of Citigroup Inc. $C

NYSE:C
Read Forum Financial Management LP Sells 28,860 Shares of Citigroup Inc. $C
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Forum Financial Management LP Has $588,000 Stake in Seagate Technology Holdings PLC $STX

NASDAQ:STX
Read Forum Financial Management LP Has $588,000 Stake in Seagate Technology Holdings PLC $STX
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Mastercard Incorporated $MA Shares Sold by Forum Financial Management LP

NYSE:MA
Read Mastercard Incorporated $MA Shares Sold by Forum Financial Management LP
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Forum Financial Management LP Decreases Holdings in Texas Instruments Incorporated $TXN

NASDAQ:TXN
Read Forum Financial Management LP Decreases Holdings in Texas Instruments Incorporated $TXN
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Forum Financial Management LP Sells 107,804 Shares of Bank of America Corporation $BAC

NYSE:BAC
Read Forum Financial Management LP Sells 107,804 Shares of Bank of America Corporation $BAC
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Forum Financial Management LP Has $730,000 Holdings in RTX Corporation $RTX

NYSE:RTX
Read Forum Financial Management LP Has $730,000 Holdings in RTX Corporation $RTX
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Forum Financial Management LP Sells 16,470 Shares of Advanced Micro Devices, Inc. $AMD

NASDAQ:AMD
Read Forum Financial Management LP Sells 16,470 Shares of Advanced Micro Devices, Inc. $AMD
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Forum Financial Management LP Decreases Stock Position in American Express Company $AXP

NYSE:AXP
Read Forum Financial Management LP Decreases Stock Position in American Express Company $AXP
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Forum Financial Management LP Sells 8,279 Shares of Visa Inc. $V

NYSE:V
Read Forum Financial Management LP Sells 8,279 Shares of Visa Inc. $V
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Forum Financial Management LP Reduces Stake in Tesla, Inc. $TSLA

NASDAQ:TSLA
Read Forum Financial Management LP Reduces Stake in Tesla, Inc. $TSLA
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Forum Financial Management LP Has $2.99 Million Stock Position in Chevron Corporation $CVX

NYSE:CVX
Read Forum Financial Management LP Has $2.99 Million Stock Position in Chevron Corporation $CVX
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Forum Financial Management LP Trims Stock Position in Costco Wholesale Corporation $COST

NASDAQ:COST
Read Forum Financial Management LP Trims Stock Position in Costco Wholesale Corporation $COST
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Forum Financial Management LP Has $4.10 Million Stock Position in The Home Depot, Inc. $HD

NYSE:HD
Read Forum Financial Management LP Has $4.10 Million Stock Position in The Home Depot, Inc. $HD
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Forum Financial Management LP Decreases Stock Position in Eli Lilly and Company $LLY

NYSE:LLY
Read Forum Financial Management LP Decreases Stock Position in Eli Lilly and Company $LLY
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5,021 Shares in Intel Corporation $INTC Purchased by Drucker Wealth 3.0 LLC

NASDAQ:INTC
Read 5,021 Shares in Intel Corporation $INTC Purchased by Drucker Wealth 3.0 LLC
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Castellan Group Sells 9,140 Shares of Chevron Corporation $CVX

NYSE:CVX
Read Castellan Group Sells 9,140 Shares of Chevron Corporation $CVX
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Davis Investment Partners LLC Sells 2,657 Shares of Amazon.com, Inc. $AMZN

NASDAQ:AMZN
Read Davis Investment Partners LLC Sells 2,657 Shares of Amazon.com, Inc. $AMZN
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NVIDIA Corporation $NVDA is Dock Street Asset Management Inc.'s Largest Position

NASDAQ:NVDA
Read NVIDIA Corporation $NVDA is Dock Street Asset Management Inc.'s Largest Position
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Amazon.com, Inc. $AMZN is Dock Street Asset Management Inc.'s 3rd Largest Position

NASDAQ:AMZN
Read Amazon.com, Inc. $AMZN is Dock Street Asset Management Inc.'s 3rd Largest Position
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Fairvoy Private Wealth LLC Trims Position in Alphabet Inc. $GOOGL

NASDAQ:GOOGL
Read Fairvoy Private Wealth LLC Trims Position in Alphabet Inc. $GOOGL
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Alphabet Inc. $GOOG Stock Position Cut by Fort Washington Investment Advisors Inc. OH

NASDAQ:GOOG
Read Alphabet Inc. $GOOG Stock Position Cut by Fort Washington Investment Advisors Inc. OH

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