Buckley Wealth Management, LLC Buys Occidental Petroleum Corp, Anthem Inc, Bristol-Myers Squibb Company, Sells Stewart Information Services Corp, Celgene Corp, Gilead Sciences Inc

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Jan 16, 2020
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Investment company Buckley Wealth Management, LLC (Current Portfolio) buys Occidental Petroleum Corp, Anthem Inc, Bristol-Myers Squibb Company, Delta Air Lines Inc, International Flavors & Fragrances Inc, sells Stewart Information Services Corp, Celgene Corp, Gilead Sciences Inc, Caterpillar Inc, Ford Motor Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Buckley Wealth Management, LLC. As of 2019Q4, Buckley Wealth Management, LLC owns 133 stocks with a total value of $220 million. These are the details of the buys and sells.

For the details of Buckley Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/buckley+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Buckley Wealth Management, LLC
  1. Apple Inc (AAPL) - 74,454 shares, 9.92% of the total portfolio. Shares reduced by 3.84%
  2. Microsoft Corp (MSFT) - 88,896 shares, 6.36% of the total portfolio. Shares reduced by 1.74%
  3. Berkshire Hathaway Inc (BRK.B) - 44,696 shares, 4.59% of the total portfolio.
  4. Amazon.com Inc (AMZN) - 4,530 shares, 3.80% of the total portfolio. Shares reduced by 2.33%
  5. JPMorgan Chase & Co (JPM) - 59,990 shares, 3.80% of the total portfolio. Shares reduced by 2.98%
New Purchase: Delta Air Lines Inc (DAL)

Buckley Wealth Management, LLC initiated holding in Delta Air Lines Inc. The purchase prices were between $52.83 and $59.56, with an estimated average price of $56.14. The stock is now traded at around $61.88. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,173 shares as of .

New Purchase: International Flavors & Fragrances Inc (IFF)

Buckley Wealth Management, LLC initiated holding in International Flavors & Fragrances Inc. The purchase prices were between $114.12 and $142.04, with an estimated average price of $127.98. The stock is now traded at around $133.13. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,719 shares as of .

New Purchase: First Defiance Financial Corp (FDEF)

Buckley Wealth Management, LLC initiated holding in First Defiance Financial Corp. The purchase prices were between $27.98 and $31.53, with an estimated average price of $30.18. The stock is now traded at around $31.23. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,644 shares as of .

New Purchase: Dell Technologies Inc (DELL)

Buckley Wealth Management, LLC initiated holding in Dell Technologies Inc. The purchase prices were between $47.12 and $56.21, with an estimated average price of $51.29. The stock is now traded at around $51.34. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,020 shares as of .

New Purchase: Schlumberger Ltd (SLB)

Buckley Wealth Management, LLC initiated holding in Schlumberger Ltd. The purchase prices were between $30.71 and $40.79, with an estimated average price of $35.85. The stock is now traded at around $38.78. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,087 shares as of .

New Purchase: Newmark Group Inc (NMRK)

Buckley Wealth Management, LLC initiated holding in Newmark Group Inc. The purchase prices were between $8.67 and $13.7, with an estimated average price of $11.76. The stock is now traded at around $12.10. The impact to a portfolio due to this purchase was 0.06%. The holding were 10,000 shares as of .

Added: Occidental Petroleum Corp (OXY)

Buckley Wealth Management, LLC added to a holding in Occidental Petroleum Corp by 45.28%. The purchase prices were between $37.34 and $44.23, with an estimated average price of $39.98. The stock is now traded at around $46.67. The impact to a portfolio due to this purchase was 0.23%. The holding were 40,329 shares as of .

Added: Anthem Inc (ANTM)

Buckley Wealth Management, LLC added to a holding in Anthem Inc by 88.92%. The purchase prices were between $234.82 and $306.42, with an estimated average price of $276.42. The stock is now traded at around $305.05. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,456 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Buckley Wealth Management, LLC added to a holding in Bristol-Myers Squibb Company by 39.66%. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.78. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,097 shares as of .

Added: Cleveland-Cliffs Inc (CLF)

Buckley Wealth Management, LLC added to a holding in Cleveland-Cliffs Inc by 25.00%. The purchase prices were between $6.76 and $8.86, with an estimated average price of $7.7. The stock is now traded at around $7.83. The impact to a portfolio due to this purchase was 0.02%. The holding were 25,000 shares as of .

Sold Out: Celgene Corp (CELG)

Buckley Wealth Management, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Vanguard FTSE Developed Markets ETF (VEA)

Buckley Wealth Management, LLC sold out a holding in Vanguard FTSE Developed Markets ETF. The sale prices were between $39.9 and $44.4, with an estimated average price of $42.7.

Sold Out: Caterpillar Inc (CAT)

Buckley Wealth Management, LLC sold out a holding in Caterpillar Inc. The sale prices were between $117.97 and $148.5, with an estimated average price of $140.03.

Sold Out: Carnival Corp (CCL)

Buckley Wealth Management, LLC sold out a holding in Carnival Corp. The sale prices were between $40.13 and $51.33, with an estimated average price of $44.81.

Sold Out: Golden Entertainment Inc (GDEN)

Buckley Wealth Management, LLC sold out a holding in Golden Entertainment Inc. The sale prices were between $12.83 and $19.4, with an estimated average price of $16.48.

Sold Out: Constellation Brands Inc (STZ)

Buckley Wealth Management, LLC sold out a holding in Constellation Brands Inc. The sale prices were between $174.89 and $206.79, with an estimated average price of $188.45.



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