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Keystone Financial Planning, Inc. Buys General Mills Inc, American Electric Power Co Inc, Unilever PLC, Sells 3M Co, Paychex Inc, Accenture PLC

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Oct 15, 2021
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Cleveland, OH, based Investment company Keystone Financial Planning, Inc. (Current Portfolio) buys General Mills Inc, American Electric Power Co Inc, Unilever PLC, Amgen Inc, sells 3M Co, Paychex Inc, Accenture PLC, TJX Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Keystone Financial Planning, Inc.. As of 2021Q3, Keystone Financial Planning, Inc. owns 45 stocks with a total value of $275 million. These are the details of the buys and sells.

For the details of Keystone Financial Planning, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/keystone+financial+planning%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Keystone Financial Planning, Inc.
  1. Schwab US Dividend Equity ETF (SCHD) - 1,119,291 shares, 30.21% of the total portfolio. Shares reduced by 7.4%
  2. Exxon Mobil Corp (XOM) - 171,152 shares, 3.66% of the total portfolio. Shares added by 1.02%
  3. Pfizer Inc (PFE) - 231,606 shares, 3.62% of the total portfolio. Shares reduced by 2.43%
  4. Franklin Resources Inc (BEN) - 333,340 shares, 3.60% of the total portfolio. Shares added by 0.83%
  5. iShares Core High Dividend ETF (HDV) - 98,975 shares, 3.39% of the total portfolio. Shares added by 2.84%
New Purchase: General Mills Inc (GIS)

Keystone Financial Planning, Inc. initiated holding in General Mills Inc. The purchase prices were between $56.79 and $60.86, with an estimated average price of $59.09. The stock is now traded at around $62.160000. The impact to a portfolio due to this purchase was 2.35%. The holding were 108,162 shares as of 2021-09-30.

New Purchase: Amgen Inc (AMGN)

Keystone Financial Planning, Inc. initiated holding in Amgen Inc. The purchase prices were between $212.27 and $248.7, with an estimated average price of $230.39. The stock is now traded at around $207.840000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,027 shares as of 2021-09-30.

Added: American Electric Power Co Inc (AEP)

Keystone Financial Planning, Inc. added to a holding in American Electric Power Co Inc by 861.81%. The purchase prices were between $81.18 and $91.08, with an estimated average price of $87.31. The stock is now traded at around $83.490000. The impact to a portfolio due to this purchase was 2.01%. The holding were 76,002 shares as of 2021-09-30.

Added: Unilever PLC (UL)

Keystone Financial Planning, Inc. added to a holding in Unilever PLC by 188.09%. The purchase prices were between $53.95 and $60.15, with an estimated average price of $56.66. The stock is now traded at around $52.960000. The impact to a portfolio due to this purchase was 1.44%. The holding were 111,731 shares as of 2021-09-30.

Sold Out: Paychex Inc (PAYX)

Keystone Financial Planning, Inc. sold out a holding in Paychex Inc. The sale prices were between $106.73 and $118.19, with an estimated average price of $112.3.

Sold Out: Accenture PLC (ACN)

Keystone Financial Planning, Inc. sold out a holding in Accenture PLC. The sale prices were between $300 and $344.43, with an estimated average price of $325.26.

Sold Out: TJX Companies Inc (TJX)

Keystone Financial Planning, Inc. sold out a holding in TJX Companies Inc. The sale prices were between $65.03 and $75.81, with an estimated average price of $69.81.



Here is the complete portfolio of Keystone Financial Planning, Inc.. Also check out:

1. Keystone Financial Planning, Inc.'s Undervalued Stocks
2. Keystone Financial Planning, Inc.'s Top Growth Companies, and
3. Keystone Financial Planning, Inc.'s High Yield stocks
4. Stocks that Keystone Financial Planning, Inc. keeps buying
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