Concentric Wealth Management LLC grew its stake in shares of American Express (NYSE:AXP – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 24,280 shares of the payment services company’s stock after purchasing an additional 401 shares […]
Concentric Wealth Management LLC increased its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.9% during the 4th quarter, HoldingsChannel reports. The fund owned 155,266 shares of the company’s stock after acquiring an additional 7,240 shares during the quarter. iShares Core MSCI EAFE ETF comprises approximately 3.2% of Concentric Wealth Management […]
Argent Capital Management LLC boosted its holdings in Murphy USA Inc. (NYSE:MUSA – Free Report) by 530.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 6,215 shares of the specialty retailer’s stock after acquiring an additional 5,229 shares during the quarter. Argent Capital Management LLC’s holdings in Murphy USA were worth $2,216,000 at […]
Concentric Wealth Management LLC trimmed its position in Shell plc (NYSE:SHEL – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 53,921 shares of the energy company’s stock after selling 665 shares during the period. Concentric Wealth Management LLC’s holdings in Shell were worth $3,548,000 at the end of the […]
Shariaportfolio Inc. lowered its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,856 shares of the wireless technology company’s stock after selling 122 shares during the period. QUALCOMM comprises […]