Aberdeen Wealth Management LLC Closed Holding Positions

Aberdeen Wealth Management LLC

  • $149 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Aug 10, 2022
1,758
$86.5 - $128.27 $152K - $225K
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on May 12, 2022
2,711
$60.17 - $80.38 $163K - $218K
CLX
Clorox CO

Consumer Defensive
Q1 2022 Filed on May 12, 2022
1,180
$127.62 - $186.6 $151K - $220K
BNTX
Bio N Tech Se

Healthcare
Q1 2022 Filed on May 12, 2022
880
$126.25 - $231.85 $111K - $204K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on May 12, 2022
1,200
$129.09 - $164.35 $155K - $197K
Cimarex Energy CO
Q4 2021 Filed on Feb 14, 2022
5,150
N/A
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 15, 2021
3,500
N/A
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Nov 15, 2021
2,525
$65.37 - $89.39 $165K - $226K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
29,927
N/A
Corelogic Inc
Q2 2021 Filed on Jul 23, 2021
3,040
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 23, 2021
29,250
N/A
VV
Vanguard Large Cap ETF

ETFs
Q1 2021 Filed on May 13, 2021
25
$173.39 - $186.2 $4.33K - $4.66K
Bristol Myers Squibb CO
Q1 2021 Filed on May 13, 2021
500
N/A
VUG
Vanguard Growth ETF

ETFs
Q1 2021 Filed on May 13, 2021
17
$243.15 - $268.9 $4.13K - $4.57K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2021 Filed on May 13, 2021
955
$81.97 - $92.98 $78.3K - $88.8K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2021 Filed on May 13, 2021
50
$18.25 - $20.79 $913 - $1.04K
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on May 13, 2021
11,802
$112.93 - $119.98 $1.33M - $1.42M
Unilever N V
Q4 2020 Filed on Feb 10, 2021
7,109
N/A
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Nov 13, 2020
5,137
$38.11 - $42.99 $196K - $221K
T Mobile Us Inc
Q3 2020 Filed on Nov 13, 2020
3,344
N/A
PCTY
Paylocity Holding Corp

Technology
Q3 2020 Filed on Nov 13, 2020
1,900
$127.1 - $162.33 $241K - $308K
FOXA
Fox Corp

Communication Services
Q3 2020 Filed on Nov 13, 2020
181
$24.37 - $29.34 $4.41K - $5.31K
FOX
Fox Corp Cl B (De)

Communication Services
Q3 2020 Filed on Nov 13, 2020
7,810
$24.46 - $29.46 $191K - $230K
DXCM
Dexcom Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
500
$95.51 - $112.95 $47.8K - $56.5K
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2020 Filed on Nov 13, 2020
3,344
$104.49 - $118.88 $349K - $398K
Bankfinancial Corp
Q3 2020 Filed on Nov 13, 2020
195,776
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2020 Filed on Nov 13, 2020
4,720
$33.75 - $43.33 $159K - $205K
XLU
Utilities Sector Spdr

ETFs
Q3 2020 Filed on Nov 13, 2020
11
$56.7 - $61.49 $624 - $676
BIDU
Baidu, Inc.

Communication Services
Q2 2020 Filed on Aug 13, 2020
2,517
$94.76 - $123.73 $239K - $311K
United Technologies Corp
Q2 2020 Filed on Aug 13, 2020
8,150
N/A
Aon PLC
Q1 2020 Filed on May 08, 2020
6,832
N/A
VHT
Vanguard Health Care ETF

ETFs
Q1 2020 Filed on May 08, 2020
800
$139.96 - $197.23 $112K - $158K
VFH
Vanguard Financial ETF

ETFs
Q1 2020 Filed on May 08, 2020
400
$42.8 - $77.51 $17.1K - $31K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2020 Filed on May 08, 2020
128,590
$111.91 - $172.17 $14.4M - $22.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on May 08, 2020
60
$68.69 - $121.9 $4.12K - $7.31K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on May 08, 2020
6,594
$60.97 - $94.78 $402K - $625K
VGT
Vanguard Information Technolog

ETFs
Q1 2020 Filed on May 08, 2020
231
$185.49 - $273.21 $42.8K - $63.1K
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