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WealthPLAN Partners’s Northrop Grumman NOC Stock Holding History

WealthPLAN Partners’s Portfolio NOC Stock Details NOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$2.73K – 846
2023
Q2 		$2.73K Buy
+6
New +$2.72K ﹤0.01% 1028
2019
Q2 		– Sell
-828
Closed -$244K – 263
2019
Q1 		$244K Buy
828
+38
+5% +$10.4K 0.04% 224
2018
Q4 		$227K Buy
+790
New +$218K 0.04% 230
2016
Q3 		– Sell
-223
Closed -$50 – 1037
2016
Q2 		$50 Buy
+223
New +$46.9K ﹤0.01% 2452
2015
Q4 		$84 Buy
+446
New +$81.8K ﹤0.01% 1640
2015
Q2 		$35K Buy
223
+209
+1,493% +$33.5K 0.02% 213
2015
Q1 		$2K Buy
+14
New +$2.24K ﹤0.01% 494

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return