Appleton Partners Inc Closed Holding Positions

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OKTA
Okta, Inc.

Technology
Q2 2022 Filed on Jul 08, 2022
1,612
$78.77 - $160.42 $127K - $259K
DEO
Diageo PLC

Consumer Defensive
Q2 2022 Filed on Jul 08, 2022
1,080
$167.67 - $211.86 $181K - $229K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Jul 08, 2022
2,227
$30.35 - $72.73 $67.6K - $162K
MTCH
Match Group, Inc.

Communication Services
Q2 2022 Filed on Jul 08, 2022
2,253
$68.56 - $113.34 $154K - $255K
KKR
Kkr & Co. Inc.

Financial Services
Q2 2022 Filed on Jul 08, 2022
3,725
$45.06 - $59.94 $168K - $223K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2022 Filed on Jul 08, 2022
2,080
$53.22 - $123.09 $111K - $256K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Jul 08, 2022
4,232
$44.17 - $57.68 $187K - $244K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2022 Filed on Jul 08, 2022
4,429
$46.23 - $49.83 $205K - $221K
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 08, 2022
10,325
$15.1 - $21.52 $156K - $222K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Jul 08, 2022
3,672
$55.59 - $60.15 $204K - $221K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q1 2022 Filed on Apr 05, 2022
1,670
$85.0 - $96.56 $142K - $161K
ST
Sensata Technologies Holding PLC

Technology
Q1 2022 Filed on Apr 05, 2022
4,431
$50.65 - $65.0 $224K - $288K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on Apr 05, 2022
4,558
$51.44 - $54.88 $234K - $250K
Quidel Corp
Q1 2022 Filed on Apr 05, 2022
2,775
N/A
Geely Automobile Holdings LTD
Q1 2022 Filed on Apr 05, 2022
18,200
N/A
IGM
Ishares Expanded Tech Sector E

ETFs
Q1 2022 Filed on Apr 05, 2022
632
$57.01 - $73.7 $36K - $46.6K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on Apr 05, 2022
6,611
$31.42 - $36.91 $208K - $244K
MTN
Vail Resorts Inc

Consumer Cyclical
Q1 2022 Filed on Apr 05, 2022
998
$224.5 - $321.97 $224K - $321K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
Q1 2022 Filed on Apr 05, 2022
3,973
$47.85 - $60.74 $190K - $241K
NSC
Norfolk Southern Corp

Industrials
Q1 2022 Filed on Apr 05, 2022
709
$253.66 - $296.81 $180K - $210K
SYF
Synchrony Financial

Financial Services
Q4 2021 Filed on Feb 03, 2022
4,214
$43.76 - $52.36 $184K - $221K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,397
$115.43 - $146.63 $161K - $205K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,927
$114.69 - $169.73 $221K - $327K
ETHO
ETF Managers Tr

ETFs
Q3 2021 Filed on Oct 14, 2021
7,235
$58.7 - $62.75 $425K - $454K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
Q3 2021 Filed on Oct 14, 2021
2,030
$35.12 - $37.49 $71.3K - $76.1K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q3 2021 Filed on Oct 14, 2021
5,720
$53.4 - $58.36 $305K - $334K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q3 2021 Filed on Oct 14, 2021
2,790
$74.77 - $85.47 $209K - $238K
NEM
Newmont Corp

Basic Materials
Q3 2021 Filed on Oct 14, 2021
5,014
$53.71 - $63.98 $269K - $321K
General Electric CO
Q3 2021 Filed on Oct 14, 2021
49,438
N/A
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Jul 07, 2021
910
$259.0 - $414.71 $236K - $377K
OCDDY
Ocado Group Plcsponsored Adr

Consumer Defensive
Q2 2021 Filed on Jul 07, 2021
3,775
$52.08 - $63.8 $197K - $241K
Ishares Gold Tr Ishares
Q2 2021 Filed on Jul 07, 2021
15,215
N/A
China Solar & Clean Energy Sol
Q1 2021 Filed on Apr 19, 2021
20,000
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2021 Filed on Apr 19, 2021
415
$465.18 - $551.79 $193K - $229K
ANSS
Ansys Inc

Technology
Q1 2021 Filed on Apr 19, 2021
566
$293.55 - $403.6 $166K - $228K
Medallia Inc Com
Q1 2021 Filed on Apr 19, 2021
9,001
N/A
AXP
American Express CO

Financial Services
Q4 2020 Filed on Jan 19, 2021
3,042
$91.07 - $125.04 $277K - $380K
Apollo Global Mgmt Inc Com Cl
Q4 2020 Filed on Jan 19, 2021
5,736
N/A
ZM
Zoom Video Communications, Inc.

Technology
Q4 2020 Filed on Jan 19, 2021
639
$337.32 - $568.34 $216K - $363K
Dunkin Brands Group Inc Com
Q4 2020 Filed on Jan 19, 2021
3,365
N/A
OMC
Omnicom Group Inc.

Communication Services
Q3 2020 Filed on Oct 14, 2020
3,840
$48.81 - $57.01 $187K - $219K
T Mobile Us Inc Rt
Q3 2020 Filed on Oct 14, 2020
21,381
N/A
Tiffany & CO New Com
Q2 2020 Filed on Aug 14, 2020
1,600
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
5,410
$43.29 - $87.5 $234K - $473K
Raytheon CO Com New
Q2 2020 Filed on Aug 14, 2020
6,851
N/A
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2020 Filed on Aug 14, 2020
2,000
$113.31 - $182.44 $227K - $365K
J P Morgan Exchange Traded Fd
Q2 2020 Filed on Aug 14, 2020
76,014
N/A
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
1,945
$168.24 - $209.66 $327K - $408K
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
38,433
N/A
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