Westhampton Capital, LLC Buys TransDigm Group Inc, Wells Fargo, International Business Machines Corp, Sells Biogen Inc, Gilead Sciences Inc, CVS Health Corp

Investment company Westhampton Capital, LLC (Current Portfolio) buys TransDigm Group Inc, Wells Fargo, International Business Machines Corp, iShares Nasdaq Biotechnology Index Fund, Truist Financial Corp, sells Biogen Inc, Gilead Sciences Inc, CVS Health Corp, FedEx Corp, General Dynamics Corp during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Westhampton Capital, LLC. As of 2020Q4, Westhampton Capital, LLC owns 103 stocks with a total value of $134 million. These are the details of the buys and sells.

• New Purchases: TDG, WFC, IBB,
• Added Positions: IBM, UL, TFC, NEE, PFE, ABBV, AMT, COP, HD, KHC, V, PANW, NVDA, MA, LMT, GPC, AVGO, D, BAC, AMZN,
• Reduced Positions: GILD, PG, CVS, GD, DE, CRI, AAPL, IFF, ETN, WM, CARR, CVX, OTIS, MMM, GIS, BUD, MRK, PRU, SJM, TGT, ABT, XRAY, JNJ, JPM, KO, CINF, HON, XOM, BMY, BSET, GE,
• Sold Out: BIIB, FDX,

• Warning! GuruFocus has detected 8 Warning Signs with IBM. Click here to check it out.
• IBM 30-Year Financial Data
• The intrinsic value of IBM
• Peter Lynch Chart of IBM

For the details of Westhampton Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/westhampton+capital%2C+llc/current-portfolio/portfolio

1. Apple Inc (AAPL) - 109,381 shares, 10.82% of the total portfolio. Shares reduced by 1.19%
2. The Walt Disney Co (DIS) - 30,903 shares, 4.17% of the total portfolio. Shares reduced by 0.91%
3. Carter's Inc (CRI) - 52,900 shares, 3.71% of the total portfolio. Shares reduced by 3.64%
4. WD-40 Co (WDFC) - 17,707 shares, 3.51% of the total portfolio. Shares reduced by 0.28%
5. Clorox Co (CLX) - 22,765 shares, 3.43% of the total portfolio. Shares reduced by 0.72%

Westhampton Capital, LLC initiated holding in TransDigm Group Inc. The purchase prices were between $458.14 and $618.85, with an estimated average price of $552.66. The stock is now traded at around $597.015000. The impact to a portfolio due to this purchase was 0.19%. The holding were 402 shares as of 2020-12-31.

Westhampton Capital, LLC initiated holding in Wells Fargo & Co. The purchase prices were between $21.14 and $30.35, with an estimated average price of $26.03. The stock is now traded at around $31.639900. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,390 shares as of 2020-12-31.

Westhampton Capital, LLC initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $130.38 and $157.31, with an estimated average price of $143.15. The stock is now traded at around $164.810000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,335 shares as of 2020-12-31.

Westhampton Capital, LLC added to a holding in International Business Machines Corp by 35.77%. The purchase prices were between $106.65 and $131.49, with an estimated average price of $121. The stock is now traded at around $119.160000. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,593 shares as of 2020-12-31.

Westhampton Capital, LLC added to a holding in Truist Financial Corp by 20.19%. The purchase prices were between $39.98 and $49.04, with an estimated average price of $45.45. The stock is now traded at around $51.380000. The impact to a portfolio due to this purchase was 0.08%. The holding were 13,989 shares as of 2020-12-31.

Westhampton Capital, LLC sold out a holding in Biogen Inc. The sale prices were between $236.26 and $355.63, with an estimated average price of $258.25.

Westhampton Capital, LLC sold out a holding in FedEx Corp. The sale prices were between $255.2 and $301.45, with an estimated average price of $277.38.