Accretive Wealth Partners, LLC Closed Holding Positions

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Firstservice Corp New
Q2 2022 Filed on Aug 12, 2022
6,064
N/A
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
20,433
$50.99 - $65.06 $1.04M - $1.33M
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
22,424
$41.5 - $56.57 $931K - $1.27M
BDX
Becton Dickinson & CO

Healthcare
Q2 2022 Filed on Aug 12, 2022
2,390
$234.74 - $275.42 $561K - $658K
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on May 12, 2022
16,691
$24.5 - $46.59 $409K - $778K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 12, 2022
17,401
$32.42 - $42.66 $564K - $742K
FTCH
Farfetch LTD

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
14,933
$10.95 - $34.25 $164K - $511K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on May 12, 2022
4,674
$190.54 - $255.46 $891K - $1.19M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2022 Filed on May 12, 2022
4,057
$94.61 - $116.48 $384K - $473K
Zillow Group Inc
Q1 2022 Filed on May 12, 2022
10,190
N/A
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
21,863
$9.18 - $19.44 $201K - $425K
World Gold Tr
Q1 2022 Filed on May 12, 2022
189,484
N/A
GROW
U S Global Investors Inc

Financial Services
Q1 2022 Filed on May 12, 2022
11,500
$4.57 - $5.97 $52.6K - $68.7K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 12, 2022
3,176
$125.17 - $262.29 $398K - $833K
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
2,341
$162.55 - $184.48 $381K - $432K
FISV
Fiserv Inc

Technology
Q4 2021 Filed on Feb 14, 2022
6,498
$95.55 - $111.29 $621K - $723K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
18,876
$34.93 - $62.68 $659K - $1.18M
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 14, 2022
4,923
$108.91 - $173.31 $536K - $853K
LMT
Lockheed Martin Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
2,766
$326.31 - $376.33 $903K - $1.04M
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
1,597
$343.73 - $431.53 $549K - $689K
TUEM
Tuesday Morning Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
10,100
$1.68 - $4.58 $17K - $46.3K
Mudrick Capital Acqu Corp Ii
Q3 2021 Filed on Nov 12, 2021
14,780
N/A
DTEA
Davi Ds Tea Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
26,745
$2.47 - $4.25 $66.1K - $114K
POLWS
Polished Inc. Wt Exp 06/02/26(
Q3 2021 Filed on Nov 12, 2021
42,771
N/A
HON
Honeywell International Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
1,143
$212.28 - $234.18 $243K - $268K
KSU
Kansas City Southern

Industrials
Q3 2021 Filed on Nov 12, 2021
3,161
N/A
NVS
Novartis Ag

Healthcare
Q3 2021 Filed on Nov 12, 2021
11,133
$81.78 - $95.14 $910K - $1.06M
RDFN
Redfin Corp

Real Estate
Q3 2021 Filed on Nov 12, 2021
18,349
$45.48 - $64.57 $835K - $1.18M
REAL
The Real Real, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
42,295
$11.69 - $20.4 $494K - $863K
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
220,208
N/A
ALGN
Align Technology Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,645
$545.05 - $621.76 $897K - $1.02M
AMWL
American Well Corp

Healthcare
Q2 2021 Filed on Aug 13, 2021
23,519
$10.05 - $18.73 $236K - $441K
Slack Technologies Inc
Q1 2021 Filed on May 17, 2021
16,933
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on May 17, 2021
7,224
$114.63 - $133.34 $828K - $963K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on May 17, 2021
2,807
$204.88 - $255.03 $575K - $716K
VZ
Verizon Communications Inc

Communication Services
Q1 2021 Filed on May 17, 2021
13,244
$54.15 - $59.29 $717K - $785K
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