Meristem Family Wealth, LLC Sells in Q3 2022

Meristem Family Wealth, LLC

  • $0
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-9.22K
Closed
$134.4 - $183.17 $1.24M - $1.69M
0 $0
DIS
Walt Disney CO

Communication Services
-14.5K
Closed
$91.84 - $124.96 $1.34M - $1.82M
0 $0
TSLA
Tesla, Inc.

Consumer Cyclical
-1.78K
Closed
$265.25 - $927.96 $473K - $1.66M
0 $0
XLC
Select Sector Spdr Tr Communic

ETFs
-27.4K
Closed
$47.89 - $59.89 $1.31M - $1.64M
0 $0
WFC
Wells Fargo & Company

Financial Services
-37.3K
Closed
$1.55 - $45.53 $57.7K - $1.7M
0 $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.72K
Closed
$43.85 - $263.28 $295K - $1.77M
0 $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.03K
Closed
$507.19 - $604.49 $1.54M - $1.83M
0 $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-6.97K
Closed
$202.93 - $248.43 $1.41M - $1.73M
0 $0
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-76K
Closed
$16.13 - $19.62 $1.23M - $1.49M
0 $0
DVY
Ishares Tr

ETFs
-13.7K
Closed
$107.22 - $127.71 $1.47M - $1.75M
0 $0
PG
Procter & Gamble CO

Consumer Defensive
-11.3K
Closed
$126.25 - $149.93 $1.43M - $1.7M
0 $0
VTV
Vanguard Value ETF

ETFs
-11.7K
Closed
$123.48 - $143.43 $1.44M - $1.67M
0 $0
IWN
Ishares Russell2000 Val ETF

ETFs
-10.1K
Closed
$128.93 - $159.38 $1.31M - $1.61M
0 $0
IWL
Ishares Tr Russell 200 ETF

ETFs
-15K
Closed
$84.9 - $102.29 $1.28M - $1.54M
0 $0
MCD
Mcdonalds Corp

Consumer Cyclical
-6.41K
Closed
$230.74 - $266.82 $1.48M - $1.71M
0 $0
AXP
American Express CO

Financial Services
-8.41K
Closed
$134.91 - $165.84 $1.13M - $1.39M
0 $0
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-45.5K
Closed
$29.85 - $44.38 $1.36M - $2.02M
0 $0
BGB
Blackstone Strategic Credit Fund

Financial Services
-114K
Closed
$10.57 - $12.15 $1.2M - $1.38M
0 $0
CVX
Chevron Corp

Energy
-9.09K
Closed
$135.94 - $164.63 $1.24M - $1.5M
0 $0
BDX
Becton Dickinson & CO

Healthcare
-5.39K
Closed
$51.03 - $264.23 $275K - $1.42M
0 $0
BSM
Black Stone Minerals, L.P.

Energy
-106K
Closed
$13.23 - $16.43 $1.4M - $1.74M
0 $0
CSCO
Cisco Systems, Inc.

Technology
-25.5K
Closed
$40.0 - $49.37 $1.02M - $1.26M
0 $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-14.7K
Closed
$79.96 - $95.04 $1.17M - $1.39M
0 $0
KO
Coca Cola CO

Consumer Defensive
-22.3K
Closed
$56.02 - $65.22 $1.25M - $1.45M
0 $0
TEAM
Atlassian Corp PLC

Technology
-4.71K
Closed
$184.98 - $289.36 $871K - $1.36M
0 $0
VGT
Vanguard Information Technolog

ETFs
-3.28K
Closed
$307.37 - $391.03 $1.01M - $1.28M
0 $0
DGRO
Ishares Core Dividend Growth E

ETFs
-25.2K
Closed
$44.47 - $52.73 $1.12M - $1.33M
0 $0
INTC
Intel Corp

Technology
-27.1K
Closed
$25.77 - $40.61 $698K - $1.1M
0 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-17.5K
Closed
$57.85 - $71.43 $1.01M - $1.25M
0 $0
XLP
Consumer Staples Sector Spdr

ETFs
-17.6K
Closed
N/A
0 $0
DHR
Danaher Corp

Healthcare
-4.54K
Closed
$247.06 - $1507.4 $1.12M - $6.85M
0 $0
PDI
Pimco Dynamic Income Fund

Financial Services
-54K
Closed
$18.85 - $22.28 $1.02M - $1.2M
0 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-12.1K
Closed
$95.17 - $118.91 $1.15M - $1.44M
0 $0
ABT
Abbott Laboratories

Healthcare
-11K
Closed
$96.76 - $112.03 $1.06M - $1.23M
0 $0
UNP
Union Pacific Corp

Industrials
-4.71K
Closed
$194.82 - $241.91 $917K - $1.14M
0 $0
BMY
Bristol Myers Squibb CO

Healthcare
-17.6K
Closed
$0.13 - $76.84 $2.28K - $1.35M
0 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
-25.4K
Closed
$35.63 - $45.74 $906K - $1.16M
0 $0
CRM
Salesforce, Inc.

Technology
-5.73K
Closed
$143.84 - $191.27 $824K - $1.1M
0 $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-9.45K
Closed
$111.5 - $132.34 $1.05M - $1.25M
0 $0
GS
Goldman Sachs Group Inc

Financial Services
-3.56K
Closed
$19.27 - $342.58 $68.6K - $1.22M
0 $0
NEE
Nextera Energy Inc

Utilities
-13.6K
Closed
$54.18 - $90.81 $735K - $1.23M
0 $0
VCR
Vanguard Consumer Discretionar

ETFs
-3.7K
Closed
$231.64 - $287.67 $857K - $1.06M
0 $0
AAXJ
Ishares Msci All Country Asia

ETFs
-14.9K
Closed
$58.53 - $69.28 $874K - $1.04M
0 $0
QCOM
Qualcomm Inc

Technology
-7.32K
Closed
$112.98 - $155.86 $827K - $1.14M
0 $0
LLY
Eli Lilly & CO

Healthcare
-3.89K
Closed
$296.48 - $337.87 $1.15M - $1.31M
0 $0
AMAT
Applied Materials Inc

Technology
-8.38K
Closed
$81.93 - $111.06 $687K - $931K
0 $0
VNQ
Vanguard Specialized Funds Van

ETFs
-10.1K
Closed
$79.28 - $102.13 $801K - $1.03M
0 $0
VTI
Vanguard Total Stock Market Et

ETFs
-4.8K
Closed
$179.47 - $216.24 $862K - $1.04M
0 $0
ACN
Accenture PLC

Technology
-3.24K
Closed
$256.34 - $320.78 $829K - $1.04M
0 $0
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 337 Reductions 0 Sold out 337 Options Calls 0 Puts 0
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