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Connolly Sarah T.
WatchNo.9966 Data as of 2024Q1Latest AUM (Q1 2024)
$1.1M
QoQ Change Q4 2023
$0+0.0%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q1 2024 Value | Q1 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
 MICROSOFT CORPMSFT |
| 35.15% | 35.15% | $389,201 | 1,035 | $389,201 | 1,035 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 25.64% | 25.64% | $283,960 | 4,675 | $283,960 | 4,675 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 21.07% | 21.07% | $233,292 | 1,592 | $233,292 | 1,592 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 18.14% | 18.14% | $200,878 | 1,825 | $200,878 | 1,825 | 00.00% | Unchanged |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
