Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2022 Filed on May 13, 2022
817
$199.76 - $251.37 $163K - $205K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 13, 2022
3,073
$88.34 - $100.29 $271K - $308K
Xilinx Inc
Q1 2022 Filed on May 13, 2022
1,620
N/A
VLY
Valley National Bancorp

Financial Services
Q1 2022 Filed on May 13, 2022
27,310
$12.91 - $15.02 $353K - $410K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
1,178
$147.31 - $171.84 $174K - $202K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2022 Filed on May 13, 2022
727
$119.35 - $157.8 $86.8K - $115K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on May 13, 2022
450
$380.09 - $587.6 $171K - $264K
RJF
Raymond James Financial Inc

Financial Services
Q1 2022 Filed on May 13, 2022
2,771
$92.96 - $115.44 $258K - $320K
Pennsylvania Real Estate Inv
Q1 2022 Filed on May 13, 2022
98,903
N/A
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on May 13, 2022
631
$270.99 - $346.41 $171K - $219K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,001
$179.32 - $271.7 $179K - $272K
PAYC
Paycom Software, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
449
$399.37 - $553.23 $179K - $248K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
4,357
$58.07 - $66.37 $253K - $289K
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
3,007
$68.07 - $83.35 $205K - $251K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
2,384
$64.27 - $96.67 $153K - $230K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2021 Filed on Nov 12, 2021
2,078
$133.03 - $136.33 $276K - $283K
UIHC
United Insurance Holdings Corp.

Financial Services
Q3 2021 Filed on Nov 12, 2021
13,500
$2.8 - $5.75 $37.8K - $77.6K
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
1,161
$179.22 - $189.21 $208K - $220K
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 07, 2021
56,370
$13.59 - $18.54 $766K - $1.05M
EXC
Exelon Corp

Utilities
Q1 2021 Filed on May 07, 2021
5,143
$27.53 - $31.21 $142K - $161K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on May 07, 2021
1,830
$124.29 - $128.12 $227K - $234K
GPN
Global Payments Inc

Industrials
Q1 2021 Filed on May 07, 2021
961
$176.52 - $215.55 $170K - $207K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2020 Filed on Feb 04, 2021
430
$572.58 - $680.76 $246K - $293K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
2,856
$62.1 - $78.08 $177K - $223K
PSX
Phillips 66

Energy
Q3 2020 Filed on Nov 13, 2020
2,836
$51.84 - $69.11 $147K - $196K
CBU
Community Bank System, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
4,244
$52.29 - $62.42 $222K - $265K
United Technologies Corp
Q2 2020 Filed on Aug 06, 2020
62,325
N/A
COP
Conocophillips

Energy
Q2 2020 Filed on Aug 06, 2020
6,846
$29.62 - $50.31 $203K - $344K
Covia Hldgs Corp
Q2 2020 Filed on Aug 06, 2020
63,010
N/A
MRO
Marathon Oil Corp

Energy
Q2 2020 Filed on Aug 06, 2020
42,285
$3.12 - $8.43 $132K - $356K
ET
Energy Transfer LP

Energy
Q2 2020 Filed on Aug 06, 2020
39,533
$5.03 - $9.34 $199K - $369K
XLF
Financial Sector Spdr

ETFs
Q2 2020 Filed on Aug 06, 2020
12,644
$19.55 - $26.74 $247K - $338K
MGV
Vanguard Mega Cap Value

ETFs
Q1 2020 Filed on Apr 29, 2020
2,641
$56.94 - $88.16 $150K - $233K
DOW
Dow Inc.

Basic Materials
Q1 2020 Filed on Apr 29, 2020
4,552
$22.0 - $53.75 $100K - $245K
F
Ford Motor CO

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
16,054
$4.01 - $9.42 $64.4K - $151K
VIS
Vanguard Industrial ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
2,634
$91.89 - $160.43 $242K - $423K
NRG
Nrg Energy, Inc.

Utilities
Q1 2020 Filed on Apr 29, 2020
6,501
$21.99 - $40.06 $143K - $260K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2020 Filed on Apr 29, 2020
5,851
$46.79 - $49.92 $274K - $292K
Raytheon CO
Q1 2020 Filed on Apr 29, 2020
1,496
N/A
UNP
Union Pacific Corp

Industrials
Q1 2020 Filed on Apr 29, 2020
1,317
$114.04 - $187.19 $150K - $247K
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on Apr 29, 2020
64,900
$16.97 - $63.05 $1.1M - $4.09M
COF
Capital One Financial Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
129,093
$42.87 - $106.76 $5.53M - $13.8M
CSX
Csx Corp

Industrials
Q1 2020 Filed on Apr 29, 2020
3,245
$15.89 - $26.82 $51.6K - $87K
FITB
Fifth Third Bancorp

Financial Services
Q1 2020 Filed on Apr 29, 2020
8,542
$11.67 - $31.02 $99.7K - $265K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
360
$465.21 - $933.84 $167K - $336K
GLW
Corning Inc

Technology
Q1 2020 Filed on Apr 29, 2020
7,984
$17.75 - $30.4 $142K - $243K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
959
$176.34 - $230.48 $169K - $221K
HES
Hess Corp

Energy
Q1 2020 Filed on Apr 29, 2020
3,000
$28.91 - $70.94 $86.7K - $213K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on Apr 29, 2020
4,295
$28.46 - $63.5 $122K - $273K
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