Ravenel Boykin Curry IV - Eagle Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 15, 2025 | |
| Total Stocks | 40 | |
| Portfolio Value | $225,931 |
Eagle Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2014Mar 31, 2014 | SLB Schlumberger N.V. | Buy | +17,710+138.4% |
Q1 2014Mar 31, 2014 | SRE DBA Sempra | Buy | +17,688+139.8% |
Q1 2014Mar 31, 2014 | GILD Gilead Sciences, Inc. | Buy | +17,641+96.0% |
Q1 2014Mar 31, 2014 | IGSB iShares 1-5 Year Investment Gra | Buy | +16,810+9.3% |
Q1 2014Mar 31, 2014 | DDD 3D Systems Corporation | Buy | +14,887+51.7% |
Q1 2014Mar 31, 2014 | KMB Kimberly-Clark Corporation | Buy | +12,731+94.3% |
Q1 2014Mar 31, 2014 | V Visa Inc. | Buy - Position Entry | +12,536 |
Q1 2014Mar 31, 2014 | YELP Yelp Inc. | Buy | +12,280+69.1% |
Q1 2014Mar 31, 2014 | MSFT Microsoft Corporation | Buy | +11,637+17.8% |
Q1 2014Mar 31, 2014 | UNP Union Pacific Corporation | Buy | +11,383+307.6% |
Q1 2014Mar 31, 2014 | MMM 3M Company | Buy | +10,054+89.6% |
Q1 2014Mar 31, 2014 | MCD McDonald's Corporation | Buy | +9,213+43.4% |
Q1 2014Mar 31, 2014 | HSY The Hershey Company | Buy | +5,831+26.7% |
Q1 2014Mar 31, 2014 | ECL Ecolab Inc. | Buy | +5,628+27.2% |
Q1 2014Mar 31, 2014 | MAN ManpowerGroup | Buy | +5,340+41.0% |
Q1 2014Mar 31, 2014 | BIIB Biogen Inc. | Buy | +3,891+83.9% |
Q1 2014Mar 31, 2014 | GPC Genuine Parts Company | Sell | -2,306-6.4% |
Q1 2014Mar 31, 2014 | DEO Diageo plc | Sell - Position Exit | -2,926-100.0% |
Q1 2014Mar 31, 2014 | TMO Thermo Fisher Scientific Inc | Sell | -3,808-14.2% |
Q1 2014Mar 31, 2014 | COP ConocoPhillips | Sell - Position Exit | -4,578-100.0% |
Q1 2014Mar 31, 2014 | HD Home Depot, Inc. (The) | Sell | -4,999-12.2% |
Q1 2014Mar 31, 2014 | KMT Kennametal Inc. | Sell - Position Exit | -5,150-100.0% |
Q1 2014Mar 31, 2014 | IWB iShares Russell 1000 ETF | Sell - Position Exit | -7,815-100.0% |
Q1 2014Mar 31, 2014 | SPY SPDR S&P 500 | Sell | -9,899-28.8% |
Q1 2014Mar 31, 2014 | CL Colgate-Palmolive Company | Sell - Position Exit | -9,975-100.0% |
Q1 2014Mar 31, 2014 | JNJ Johnson & Johnson | Sell - Position Exit | -10,532-100.0% |
Q1 2014Mar 31, 2014 | DTE DTE Energy Company | Sell - Position Exit | -10,990-100.0% |
Q1 2014Mar 31, 2014 | FLOT iShares Floating Rate Bond ETF | Sell | -11,790-2.8% |
Q1 2014Mar 31, 2014 | CVX Chevron Corporation | Sell - Position Exit | -12,770-100.0% |
Q1 2014Mar 31, 2014 | DVY iShares Select Dividend ETF | Sell | -14,810-18.6% |