$270 Million is the total value of PETTYJOHN, WOOD & WHITE, INC's 142 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DOW | Exit | DOW CHEM CO | $0 | – | -5,219 | -100.0% | -0.12% | – |
| NVO | Exit | NOVO NORDISK A S ADR | $0 | – | -10,425 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| STANDARD & POORS DEPOSITARY RE | 45 | Q2 2024 | 4.8% |
| MICROSOFT CORP COM | 45 | Q2 2024 | 6.4% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 6.1% |
| PROCTER & GAMBLE CO | 45 | Q2 2024 | 3.9% |
| VANGUARD SPECIALIZED P DIV APP | 45 | Q2 2024 | 3.5% |
| PEPSICO INCORPORATED | 45 | Q2 2024 | 3.4% |
| VERIZON COMMUNICATIONS INC | 45 | Q2 2024 | 3.6% |
| JOHNSON & JOHNSON COM | 45 | Q2 2024 | 3.3% |
| CVS HEALTH CORP | 45 | Q2 2024 | 3.3% |
| ISHARES TR S&P MIDCAP 400 | 45 | Q2 2024 | 2.3% |
View PETTYJOHN, WOOD & WHITE, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-28 |
| 13F-HR/A | 2022-08-08 |
View PETTYJOHN, WOOD & WHITE, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.