Altman Advisors, Inc. Closed Holding Positions

Altman Advisors, Inc.

  • $254 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
25,692
$23.31 - $45.82 $599K - $1.18M
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Aug 08, 2022
6,293
$145.63 - $183.62 $916K - $1.16M
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
8,526
$48.67 - $66.47 $415K - $567K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Aug 08, 2022
6,747
$108.34 - $205.24 $731K - $1.38M
MASI
Masimo Corp

Healthcare
Q1 2022 Filed on May 09, 2022
5,805
$135.71 - $284.87 $788K - $1.65M
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 09, 2022
4,277
$73.24 - $157.01 $313K - $672K
CSGP
Costar Group, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
3,580
$53.27 - $78.84 $191K - $282K
Innovator Etfs Tr
Q1 2022 Filed on May 09, 2022
18,502
N/A
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 09, 2022
2,661
$88.72 - $164.03 $236K - $436K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
Q1 2022 Filed on May 09, 2022
10,222
$22.46 - $24.11 $230K - $246K
NVAX
Novavax Inc

Healthcare
Q4 2021 Filed on Feb 08, 2022
6,134
$134.56 - $217.97 $825K - $1.34M
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 08, 2022
4,694
$181.81 - $285.66 $853K - $1.34M
JMBS
Janus Detroit Str Tr Henderson

ETFs
Q3 2021 Filed on Nov 09, 2021
73,261
$53.06 - $53.38 $3.89M - $3.91M
CCL
Carnival Corp

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
50,623
$19.72 - $26.38 $998K - $1.34M
GLD
Spdr Gold Trust

ETFs
Q3 2021 Filed on Nov 09, 2021
15,208
$161.32 - $171.17 $2.45M - $2.6M
AMGN
Amgen Inc

Healthcare
Q3 2021 Filed on Nov 09, 2021
11,785
$212.27 - $248.7 $2.5M - $2.93M
DAUG
First Tr ETF Viii Cboe Vest Us
Q2 2021 Filed on Aug 13, 2021
28,380
N/A
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
16,638
$82.62 - $126.92 $1.37M - $2.11M
PETS
Petmed Express Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
27,525
$27.73 - $46.06 $763K - $1.27M
CHGG
Chegg, Inc

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
23,655
$72.78 - $95.97 $1.72M - $2.27M
NIO
Nio Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
26,841
$31.22 - $53.2 $838K - $1.43M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
Q2 2021 Filed on Aug 13, 2021
38,619
$31.59 - $32.2 $1.22M - $1.24M
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
5,822
$132.71 - $192.38 $773K - $1.12M
RMD
Resmed Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
6,506
$187.97 - $247.09 $1.22M - $1.61M
XLE
Energy Sector Spdr

ETFs
Q2 2021 Filed on Aug 13, 2021
72,626
$47.07 - $56.19 $3.42M - $4.08M
ETF Ser Solutions
Q1 2021 Filed on May 14, 2021
249,260
N/A
SHOP
Shopify Inc.

Technology
Q1 2021 Filed on May 14, 2021
4,033
$103.99 - $147.4 $419K - $594K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
5,991
$330.24 - $390.54 $1.98M - $2.34M
L Brands Inc
Q1 2021 Filed on May 14, 2021
24,800
N/A
INTC
Intel Corp

Technology
Q1 2021 Filed on May 14, 2021
7,800
$49.67 - $65.78 $387K - $513K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2020 Filed on Feb 10, 2021
10,042
$132.59 - $154.32 $1.33M - $1.55M
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2020 Filed on Feb 10, 2021
7,139
$128.09 - $159.06 $914K - $1.14M
CVS
Cvs Health Corp

Healthcare
Q4 2020 Filed on Feb 10, 2021
17,691
$55.93 - $74.5 $989K - $1.32M
CME
Cme Group Inc.

Financial Services
Q4 2020 Filed on Feb 10, 2021
4,831
$149.56 - $184.94 $723K - $893K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2020 Filed on Feb 10, 2021
2,467
$117.06 - $118.42 $289K - $292K
GIM
Templeton Global Income Fund

Financial Services
Q4 2020 Filed on Feb 10, 2021
272,705
$5.13 - $5.51 $1.4M - $1.5M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
21,100
$34.67 - $43.16 $732K - $911K
DIS
Walt Disney CO

Communication Services
Q3 2020 Filed on Nov 13, 2020
15,679
$112.18 - $135.54 $1.76M - $2.13M
LH
Laboratory Corp Of America Holdings

Healthcare
Q3 2020 Filed on Nov 13, 2020
6,446
$167.03 - $201.3 $1.08M - $1.3M
DGX
Quest Diagnostics Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
9,678
$107.05 - $130.01 $1.04M - $1.26M
GOOG
Alphabet Inc.

Communication Services
Q2 2020 Filed on Aug 12, 2020
1,718
$54.89 - $73.29 $94.3K - $126K
IPGP
Ipg Photonics Corp

Technology
Q2 2020 Filed on Aug 12, 2020
3,200
$102.74 - $169.47 $329K - $542K
TEL
Te Connectivity Ltd.

Technology
Q2 2020 Filed on Aug 12, 2020
5,200
$58.69 - $91.65 $305K - $477K
Slack Technologies Inc
Q2 2020 Filed on Aug 12, 2020
33,158
N/A
Alexion Pharmaceuticals Inc
Q1 2020 Filed on Apr 20, 2020
15,461
N/A
Match Group Inc
Q1 2020 Filed on Apr 20, 2020
23,155
N/A
NMRK
Newmark Group, Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
133,608
$2.5 - $12.84 $334K - $1.72M
NVR
Nvr Inc

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
503
$2175.0 - $4037.77 $1.09M - $2.03M
DEO
Diageo PLC

Consumer Defensive
Q1 2020 Filed on Apr 20, 2020
2,600
$102.59 - $170.7 $267K - $444K
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