Mc Glone Suttner Wealth Management, Inc. Fidelity Merrimack Str Tr Corp Transaction History

Mc Glone Suttner Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$42.58 - $47.24 $44,325 - $49,176	-1,041 Reduced 17.09%	5,049 $237 Million
Q3 2023 Oct 19, 2023	BUY	$43.69 - $46.03 $25,209 - $26,559	577 Added 10.47%	6,090 $266 Million
Q2 2023 Jul 25, 2023	SELL	$45.05 - $46.59 $60,547 - $62,616	-1,344 Reduced 19.6%	5,513 $252 Million
Q1 2023 Apr 20, 2023	SELL	$44.89 - $47.25 $69,848 - $73,521	-1,556 Reduced 18.5%	6,857 $316 Million
Q4 2022 Feb 09, 2023	BUY	$42.41 - $46.32 $356,795 - $389,690	8,413 New	8,413 $377 Million

1.37M

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.