Amj Financial Wealth Management Closed Holding Positions

Amj Financial Wealth Management

  • $343 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHW
Sherwin Williams CO

Basic Materials
Q1 2020 Filed on May 05, 2020
6,569
$132.23 - $198.85 $869K - $1.31M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2020 Filed on May 05, 2020
12,692
$33.01 - $55.48 $419K - $704K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2020 Filed on May 05, 2020
11,327
$52.41 - $81.0 $594K - $917K
BX
Blackstone Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
71,940
$36.04 - $64.41 $2.59M - $4.63M
MRK
Merck & Co., Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
51,092
$63.36 - $87.82 $3.24M - $4.49M
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2020 Filed on May 05, 2020
2,227
$56.91 - $99.57 $127K - $222K
BSX
Boston Scientific Corp

Healthcare
Q1 2020 Filed on May 05, 2020
63,943
$25.83 - $45.71 $1.65M - $2.92M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2020 Filed on May 05, 2020
30,670
$43.89 - $60.32 $1.35M - $1.85M
UNP
Union Pacific Corp

Industrials
Q1 2020 Filed on May 05, 2020
4,668
$114.04 - $187.19 $532K - $874K
LMT
Lockheed Martin Corp

Industrials
Q1 2020 Filed on May 05, 2020
815
$276.8 - $439.85 $226K - $358K
SYY
Sysco Corp

Consumer Defensive
Q1 2020 Filed on May 05, 2020
2,450
$31.24 - $84.92 $76.5K - $208K
HON
Honeywell International Inc

Industrials
Q1 2020 Filed on May 05, 2020
1,249
$103.86 - $183.23 $130K - $229K
MAS
Masco Corp

Industrials
Q1 2020 Filed on May 05, 2020
8,333
$27.53 - $49.9 $229K - $416K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
26,281
$76.69 - $119.45 $2.02M - $3.14M
DHI
Horton D R Inc

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
70,370
$28.78 - $62.05 $2.03M - $4.37M
O
Realty Income Corp

Real Estate
Q1 2020 Filed on May 05, 2020
50,923
$41.18 - $79.88 $2.1M - $4.07M
Discovery Inc Com Ser A
Q1 2020 Filed on May 05, 2020
6,218
N/A
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2020 Filed on May 05, 2020
3,246
$30.83 - $46.19 $100K - $150K
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