- New Purchases: CG, WMT,
- Added Positions: BX, D, LMT, JNJ, MSFT, HSY, SHW, VZ, DHR, OGS, NKE, VB, PG, HII, PEP, UNP, DIS, AMZN, NSC, ZTS, MDT, ED, SBUX, GOOG,
- Reduced Positions: XOM, AAPL, PFE, T, BRK.B, CVX, CSCO, TFC, PANW, SCHD, KO, DLR, HD, TMO,
- Sold Out: BA, ACC, LYB, SJM, ALB, VO, GLW, EOG, FTA, TRV, LOW,
For the details of Wills Financial Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/wills+financial+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Wills Financial Group, Inc.- Berkshire Hathaway Inc (BRK.B) - 48,530 shares, 6.40% of the total portfolio. Shares reduced by 1.31%
- Microsoft Corp (MSFT) - 55,482 shares, 6.31% of the total portfolio. Shares added by 3.29%
- Essential Utilities Inc (WTRG) - 190,590 shares, 5.59% of the total portfolio. Shares reduced by 0.76%
- Apple Inc (AAPL) - 29,087 shares, 5.33% of the total portfolio. Shares reduced by 3.55%
- Dominion Energy Inc (D) - 99,081 shares, 5.16% of the total portfolio. Shares added by 12.25%
Wills Financial Group, Inc. initiated holding in The Carlyle Group Inc. The purchase prices were between $17.08 and $34.45, with an estimated average price of $29.01. The stock is now traded at around $25.00. The impact to a portfolio due to this purchase was 0.74%. The holding were 47,233 shares as of .
New Purchase: Walmart Inc (WMT)Wills Financial Group, Inc. initiated holding in Walmart Inc. The purchase prices were between $104.05 and $122.58, with an estimated average price of $115.48. The stock is now traded at around $124.49. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,967 shares as of .
Added: Blackstone Group Inc (BX)Wills Financial Group, Inc. added to a holding in Blackstone Group Inc by 652.39%. The purchase prices were between $36.04 and $64.41, with an estimated average price of $55.53. The stock is now traded at around $53.91. The impact to a portfolio due to this purchase was 0.8%. The holding were 27,989 shares as of .
Added: The Hershey Co (HSY)Wills Financial Group, Inc. added to a holding in The Hershey Co by 82.49%. The purchase prices were between $111.43 and $160.95, with an estimated average price of $147.76. The stock is now traded at around $133.31. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,491 shares as of .
Added: ONE Gas Inc (OGS)Wills Financial Group, Inc. added to a holding in ONE Gas Inc by 40.50%. The purchase prices were between $67.62 and $96.69, with an estimated average price of $88.74. The stock is now traded at around $78.29. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,429 shares as of .
Sold Out: Boeing Co (BA)Wills Financial Group, Inc. sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.
Sold Out: American Campus Communities Inc (ACC)Wills Financial Group, Inc. sold out a holding in American Campus Communities Inc. The sale prices were between $20.76 and $48.75, with an estimated average price of $42.04.
Sold Out: LyondellBasell Industries NV (LYB)Wills Financial Group, Inc. sold out a holding in LyondellBasell Industries NV. The sale prices were between $34.9 and $94.48, with an estimated average price of $74.29.
Sold Out: JM Smucker Co (SJM)Wills Financial Group, Inc. sold out a holding in JM Smucker Co. The sale prices were between $95.79 and $118.86, with an estimated average price of $106.89.
Sold Out: Albemarle Corp (ALB)Wills Financial Group, Inc. sold out a holding in Albemarle Corp. The sale prices were between $50.9 and $94.31, with an estimated average price of $76.85.
Sold Out: Vanguard Mid-Cap (VO)Wills Financial Group, Inc. sold out a holding in Vanguard Mid-Cap. The sale prices were between $112.37 and $186.27, with an estimated average price of $167.2.
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