Beaird Harris Wealth Management, LLC Closed Holding Positions

Beaird Harris Wealth Management, LLC

  • $1.19 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HUM
Humana Inc

Healthcare
Q2 2024 Filed on Aug 15, 2024
4
$302.09 - $373.65 $1.21K - $1.49K
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q2 2024 Filed on Aug 15, 2024
12
$55.86 - $96.09 $670 - $1.15K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q2 2023 Filed on Jul 26, 2023
10
$70.61 - $76.36 $706 - $764
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2023 Filed on Jul 26, 2023
8
$108.81 - $116.4 $870 - $931
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2023 Filed on Jul 26, 2023
109
$88.97 - $97.46 $9.7K - $10.6K
IYE
Ishares Tr

ETFs
Q2 2023 Filed on Jul 26, 2023
18
$40.39 - $45.87 $727 - $826
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2023 Filed on Jul 26, 2023
15
$25.02 - $27.92 $375 - $419
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2023 Filed on Jul 26, 2023
48
$54.48 - $56.53 $2.62K - $2.71K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
2
$28.0 - $113.85 $56 - $228
NBEVQ
Newage Inc. Com
Q2 2022 Filed on Aug 12, 2022
900
N/A
HEXO
Hexo Corp.

Healthcare
Q2 2022 Filed on Aug 12, 2022
1,220
$0.2 - $0.61 $244 - $744
IPGP
Ipg Photonics Corp

Technology
Q2 2022 Filed on Aug 12, 2022
36
$83.99 - $111.51 $3.02K - $4.01K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
26
$7.58 - $15.53 $197 - $404
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
6,235
$23.12 - $33.53 $144K - $209K
SNY
Sanofi

Healthcare
Q2 2022 Filed on Aug 12, 2022
321
$48.99 - $57.46 $15.7K - $18.4K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q2 2022 Filed on Aug 12, 2022
101
$91.41 - $91.49 $9.23K - $9.24K
GEL
Genesis Energy LP

Energy
Q2 2022 Filed on Aug 12, 2022
700
$8.02 - $13.0 $5.61K - $9.1K
VOX
Vanguard Communication Service

ETFs
Q2 2022 Filed on Aug 12, 2022
28
$91.39 - $123.66 $2.56K - $3.46K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q2 2022 Filed on Aug 12, 2022
100
$58.16 - $78.66 $5.82K - $7.87K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q2 2022 Filed on Aug 12, 2022
52
$66.63 - $80.22 $3.46K - $4.17K
VREX
Varex Imaging Corp

Healthcare
Q2 2022 Filed on Aug 12, 2022
160
$19.4 - $23.04 $3.1K - $3.69K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
Q2 2022 Filed on Aug 12, 2022
186
$58.89 - $66.95 $11K - $12.5K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
60
$35.63 - $48.89 $2.14K - $2.93K
NNN
National Retail Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
228
$39.63 - $48.13 $9.04K - $11K
EWG
Ishares Msci Germany ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
44
$23.01 - $28.61 $1.01K - $1.26K
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Aug 12, 2022
125
$85.79 - $147.87 $10.7K - $18.5K
Mgm Growth Pptys LLC
Q2 2022 Filed on Aug 12, 2022
830
N/A
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q2 2022 Filed on Aug 12, 2022
106
$13.1 - $16.44 $1.39K - $1.74K
SPWR
Sunpower Corp

Technology
Q2 2022 Filed on Aug 12, 2022
200
$13.73 - $24.04 $2.75K - $4.81K
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2022 Filed on Aug 12, 2022
38
N/A
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Aug 12, 2022
129
$38.85 - $50.6 $5.01K - $6.53K
THC
Tenet Healthcare Corp

Healthcare
Q2 2022 Filed on Aug 12, 2022
4
$52.15 - $89.01 $209 - $356
Tonix Pharmaceuticals Hldg C
Q2 2022 Filed on Aug 12, 2022
2,500
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Aug 12, 2022
33
$73.54 - $90.55 $2.43K - $2.99K
TY
Tri Continental Corp

Financial Services
Q2 2022 Filed on Aug 12, 2022
268
$25.42 - $31.36 $6.81K - $8.4K
KLDO
Kaleido Biosciences, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
168
$0.05 - $1.7 $8.4 - $286
SCYX
Scynexis Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
126
$1.77 - $3.87 $223 - $488
EDEN
Ishares Tr Msci Denmark ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
13
$83.27 - $102.45 $1.08K - $1.33K
EWN
Ishares Msci Netherlnds ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
38
$33.74 - $43.15 $1.28K - $1.64K
SBSI
Southside Bancshares Inc

Financial Services
Q2 2022 Filed on Aug 12, 2022
8,547
$36.42 - $41.02 $311K - $351K
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
82
$54.53 - $129.12 $4.47K - $10.6K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
26
$8.33 - $16.96 $217 - $441
MTCH
Match Group, Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
48
$68.56 - $113.34 $3.29K - $5.44K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
156
$12.16 - $17.36 $1.9K - $2.71K
AIG
American International Group, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
231
$49.6 - $64.41 $11.5K - $14.9K
SRLN
Ssga Active Trust

ETFs
Q2 2022 Filed on Aug 12, 2022
181
$41.64 - $45.06 $7.54K - $8.16K
TRU
Trans Union

Industrials
Q2 2022 Filed on Aug 12, 2022
46
$76.3 - $100.62 $3.51K - $4.63K
BCAC
Brookline Capital Acquisition Corp.

Financial Services
Q2 2022 Filed on Aug 12, 2022
761
$10.08 - $10.17 $7.67K - $7.74K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Aug 12, 2022
5,272
N/A
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