Campbell Wealth Management Closed Holding Positions

Campbell Wealth Management

  • $1.01 Billion
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 02, 2022
3,270
$57.91 - $70.46 $189K - $230K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
937
N/A
HPQ
Hp Inc

Technology
Q2 2022 Filed on Aug 02, 2022
6,672
$32.71 - $40.34 $218K - $269K
INTU
Intuit Inc

Technology
Q1 2022 Filed on May 18, 2022
355
$424.63 - $631.47 $151K - $224K
VHT
Vanguard Health Care ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
2,526
N/A
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 21, 2021
20,246
N/A
NKE
Nike, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
648
$95.65 - $127.11 $62K - $82.4K
NDSN
Nordson Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
438
$181.18 - $206.97 $79.4K - $90.7K
NSC
Norfolk Southern Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
349
$170.85 - $222.94 $59.6K - $77.8K
NCR
Ncr Corp

Technology
Q3 2020 Filed on Nov 02, 2020
12
$16.17 - $22.14 $194 - $266
NEOG
Neogen Corp

Healthcare
Q3 2020 Filed on Nov 02, 2020
400
$36.62 - $40.95 $14.6K - $16.4K
Monmouth Real Estate Invt CO
Q3 2020 Filed on Nov 02, 2020
728
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
207
$50.26 - $59.01 $10.4K - $12.2K
MSEX
Middlesex Water CO

Utilities
Q3 2020 Filed on Nov 02, 2020
1,401
$59.64 - $69.58 $83.6K - $97.5K
Micro Focus Intl PLC
Q3 2020 Filed on Nov 02, 2020
6
N/A
MET
Metlife Inc

Financial Services
Q3 2020 Filed on Nov 02, 2020
52
$35.39 - $40.57 $1.84K - $2.11K
MDT
Medtronic PLC

Healthcare
Q3 2020 Filed on Nov 02, 2020
89
$90.13 - $108.78 $8.02K - $9.68K
MCK
Mckesson Corp

Healthcare
Q3 2020 Filed on Nov 02, 2020
319
$140.89 - $159.9 $44.9K - $51K
MKC
Mccormick & CO Inc

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
300
$89.75 - $104.89 $26.9K - $31.5K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2020 Filed on Nov 02, 2020
11
$98.85 - $114.18 $1.09K - $1.26K
NOC
Northrop Grumman Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
80
$285.95 - $348.99 $22.9K - $27.9K
PXD
Pioneer Natural Resources CO

Energy
Q3 2020 Filed on Nov 02, 2020
75
$85.9 - $110.73 $6.44K - $8.3K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 02, 2020
1,563
$13.41 - $16.83 $21K - $26.3K
PSX
Phillips 66

Energy
Q3 2020 Filed on Nov 02, 2020
1,663
$51.84 - $69.11 $86.2K - $115K
Perspecta Inc
Q3 2020 Filed on Nov 02, 2020
16
N/A
Peoples United Financial Inc
Q3 2020 Filed on Nov 02, 2020
951
N/A
PBA
Pembina Pipeline Corp

Energy
Q3 2020 Filed on Nov 02, 2020
3,071
$21.09 - $26.97 $64.8K - $82.8K
PANW
Palo Alto Networks Inc

Technology
Q3 2020 Filed on Nov 02, 2020
14
$229.36 - $272.52 $3.21K - $3.82K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
230
$55.78 - $65.34 $12.8K - $15K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
200
$419.41 - $482.62 $83.9K - $96.5K
OCC
Optical Cable Corp

Technology
Q3 2020 Filed on Nov 02, 2020
17
$2.24 - $3.09 $38.1 - $52.5
OGE
Oge Energy Corp.

Utilities
Q3 2020 Filed on Nov 02, 2020
160
$28.69 - $33.79 $4.59K - $5.41K
OXY
Occidental Petroleum Corp

Energy
Q3 2020 Filed on Nov 02, 2020
89
$9.99 - $18.18 $889 - $1.62K
NXPI
Nxp Semiconductors N.V.

Technology
Q3 2020 Filed on Nov 02, 2020
62
$111.91 - $132.1 $6.94K - $8.19K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q3 2020 Filed on Nov 02, 2020
1,179
$14.04 - $14.94 $16.6K - $17.6K
NVS
Novartis Ag

Healthcare
Q3 2020 Filed on Nov 02, 2020
55
$82.14 - $91.0 $4.52K - $5.01K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
125
$13.06 - $18.53 $1.63K - $2.32K
Marvell Technology Group LTD
Q3 2020 Filed on Nov 02, 2020
169
N/A
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
480
$80.13 - $100.07 $38.5K - $48K
MPC
Marathon Petroleum Corp

Energy
Q3 2020 Filed on Nov 02, 2020
47
$28.62 - $39.91 $1.35K - $1.88K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q3 2020 Filed on Nov 02, 2020
108
$60.44 - $62.21 $6.53K - $6.72K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2020 Filed on Nov 02, 2020
78
$53.91 - $60.23 $4.2K - $4.7K
ACWI
Ishares Msci Acwi ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
177
$74.27 - $84.01 $13.1K - $14.9K
AAXJ
Ishares Msci All Country Asia

ETFs
Q3 2020 Filed on Nov 02, 2020
114
$69.88 - $79.29 $7.97K - $9.04K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
600
$65.69 - $75.96 $39.4K - $45.6K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q3 2020 Filed on Nov 02, 2020
175
$26.63 - $29.5 $4.66K - $5.16K
IDU
Ishares Tr U S Utils ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
20
$70.19 - $76.14 $1.4K - $1.52K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2020 Filed on Nov 02, 2020
105
N/A
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2020 Filed on Nov 02, 2020
509
N/A
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