Divergent Wealth Advisors Closed Holding Positions

Divergent Wealth Advisors

  • $546 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
INTC
Intel Corp

Technology
Q4 2018 Filed on Feb 05, 2019
640
$42.42 - $50.13 $27.1K - $32.1K
PG
Procter & Gamble CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
776
$78.87 - $96.64 $61.2K - $75K
EIX
Edison International

Utilities
Q4 2018 Filed on Feb 05, 2019
244
$47.19 - $70.54 $11.5K - $17.2K
MSFT
Microsoft Corp

Technology
Q4 2018 Filed on Feb 05, 2019
430
$94.13 - $115.61 $40.5K - $49.7K
VZ
Verizon Communications Inc

Communication Services
Q4 2018 Filed on Feb 05, 2019
1,860
$53.05 - $60.65 $98.7K - $113K
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Feb 05, 2019
434
$61.45 - $77.8 $26.7K - $33.8K
TGT
Target Corp

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
400
$61.13 - $88.47 $24.5K - $35.4K
COST
Costco Wholesale Corp

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
100
$189.99 - $240.37 $19K - $24K
C
Citigroup Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
446
$49.26 - $72.62 $22K - $32.4K
NCR
Ncr Corp

Technology
Q4 2018 Filed on Feb 05, 2019
29
$21.02 - $28.14 $610 - $816
T
At&T Inc.

Communication Services
Q4 2018 Filed on Feb 05, 2019
6,068
$20.66 - $25.77 $125K - $156K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
1,060
$54.86 - $68.72 $58.2K - $72.8K
MRK
Merck & Co., Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
1,266
$65.24 - $75.71 $82.6K - $95.8K
MS
Morgan Stanley

Financial Services
Q4 2018 Filed on Feb 05, 2019
1,000
$37.01 - $47.27 $37K - $47.3K
Raytheon CO
Q4 2018 Filed on Feb 05, 2019
10
N/A
XEL
Xcel Energy Inc

Utilities
Q4 2018 Filed on Feb 05, 2019
467
$47.12 - $53.68 $22K - $25.1K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2018 Filed on Feb 05, 2019
183
N/A
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
107
$94.4 - $126.76 $10.1K - $13.6K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
361
$35.15 - $44.43 $12.7K - $16K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
166
$95.36 - $116.8 $15.8K - $19.4K
OKE
Oneok Inc

Energy
Q4 2018 Filed on Feb 05, 2019
1,034
$50.79 - $68.95 $52.5K - $71.3K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2018 Filed on Feb 05, 2019
310
$75.74 - $99.46 $23.5K - $30.8K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2018 Filed on Feb 05, 2019
175
N/A
CMCSA
Comcast Corp

Communication Services
Q4 2018 Filed on Feb 05, 2019
1,141
$33.07 - $39.42 $37.7K - $45K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2018 Filed on Feb 05, 2019
189
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2018 Filed on Feb 05, 2019
160
$48.76 - $63.23 $7.8K - $10.1K
BA
Boeing CO

Industrials
Q4 2018 Filed on Feb 05, 2019
200
$294.16 - $392.3 $58.8K - $78.5K
Waddell & Reed Finl Inc
Q4 2018 Filed on Feb 05, 2019
259
N/A
Avon Prods Inc
Q4 2018 Filed on Feb 05, 2019
80
N/A
Anadarko Pete Corp
Q4 2018 Filed on Feb 05, 2019
247
N/A
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q4 2018 Filed on Feb 05, 2019
728
N/A
UNH
Unitedhealth Group Inc

Healthcare
Q4 2018 Filed on Feb 05, 2019
25
$232.94 - $286.33 $5.82K - $7.16K
COP
Conocophillips

Energy
Q4 2018 Filed on Feb 05, 2019
875
$57.01 - $79.89 $49.9K - $69.9K
Qep Res Inc
Q4 2018 Filed on Feb 05, 2019
23,494
N/A
BWXT
Bwx Technologies, Inc.

Industrials
Q3 2018 Filed on Oct 10, 2018
358
$60.92 - $66.81 $21.8K - $23.9K
Williams Partners L P New
Q3 2018 Filed on Oct 10, 2018
1,322
N/A
Seadrill Limited
Q3 2018 Filed on Oct 10, 2018
613
N/A
FISV
Fiserv Inc

Technology
Q3 2018 Filed on Oct 10, 2018
360
$74.42 - $82.38 $26.8K - $29.7K
Ggp Inc
Q3 2018 Filed on Oct 10, 2018
153
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q3 2018 Filed on Oct 10, 2018
124
$218.82 - $254.46 $27.1K - $31.6K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2018 Filed on Jul 10, 2018
35
$24.04 - $30.07 $841 - $1.05K
ORCL
Oracle Corp

Technology
Q2 2018 Filed on Jul 10, 2018
103
$42.82 - $48.45 $4.41K - $4.99K
HON
Honeywell International Inc

Industrials
Q2 2018 Filed on Jul 10, 2018
20
$136.51 - $145.93 $2.73K - $2.92K
ABT
Abbott Laboratories

Healthcare
Q2 2018 Filed on Jul 10, 2018
41
$57.57 - $63.54 $2.36K - $2.61K
USB
Us Bancorp \De\

Financial Services
Q2 2018 Filed on Jul 10, 2018
48
$48.86 - $52.05 $2.35K - $2.5K
Powershares Qqq Trust
Q2 2018 Filed on Jul 10, 2018
2,276
N/A
SYK
Stryker Corp

Healthcare
Q2 2018 Filed on Jul 10, 2018
14
$155.17 - $179.78 $2.17K - $2.52K
EOG
Eog Resources Inc

Energy
Q2 2018 Filed on Jul 10, 2018
18
$101.93 - $127.45 $1.83K - $2.29K
PEP
Pepsico Inc

Consumer Defensive
Q2 2018 Filed on Jul 10, 2018
31
$96.16 - $110.57 $2.98K - $3.43K
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