Eads & Heald Wealth Management Closed Holding Positions

Eads & Heald Wealth Management

  • $211 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SBNY
Signature Bank Corp

Financial Services
Q2 2022 Filed on Jul 26, 2022
776
$167.55 - $289.82 $130K - $225K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
987
$139.3 - $249.32 $137K - $246K
Cerner
Q2 2022 Filed on Jul 26, 2022
22,641
N/A
BA
Boeing CO

Industrials
Q2 2022 Filed on Jul 26, 2022
1,202
$115.86 - $191.18 $139K - $230K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on Apr 27, 2022
3,969
$44.77 - $54.33 $178K - $216K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Jan 31, 2022
761
$223.92 - $287.77 $170K - $219K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
1,103
$177.4 - $209.8 $196K - $231K
Varian Med Sys Inc
Q2 2021 Filed on Jul 30, 2021
5,356
N/A
UL
Unilever PLC

Consumer Defensive
Q2 2021 Filed on Jul 30, 2021
6,944
$55.86 - $61.05 $388K - $424K
PPL
Ppl Corp

Utilities
Q1 2021 Filed on Apr 29, 2021
8,038
$26.19 - $29.69 $211K - $239K
Unilever N.V.
Q4 2020 Filed on Feb 02, 2021
6,118
N/A
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 02, 2020
13,142
$23.93 - $31.98 $314K - $420K
HSY
Hershey CO

Consumer Defensive
Q2 2020 Filed on Jul 29, 2020
1,611
$125.85 - $146.46 $203K - $236K
United Technologies
Q2 2020 Filed on Jul 29, 2020
13,667
N/A
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on May 01, 2020
18,654
$25.25 - $53.75 $471K - $1M
SLB
Schlumberger Limited

Energy
Q1 2020 Filed on May 01, 2020
7,975
$12.05 - $40.82 $96.1K - $326K
NTAP
Net App, Inc.

Technology
Q1 2020 Filed on May 01, 2020
3,236
$35.35 - $65.38 $114K - $212K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 31, 2020
4,925
$39.01 - $41.42 $192K - $204K
WDC
Western Digital Corp

Technology
Q4 2019 Filed on Jan 31, 2020
3,621
$47.39 - $63.47 $172K - $230K
Bb&T Corp.
Q4 2019 Filed on Jan 31, 2020
32,781
N/A
FDX
Fedex Corp

Industrials
Q4 2019 Filed on Jan 31, 2020
1,830
$138.39 - $165.67 $253K - $303K
Torchmark
Q3 2019 Filed on Oct 31, 2019
7,678
N/A
Red Hat
Q3 2019 Filed on Oct 31, 2019
4,396
N/A
HP
Helmerich & Payne, Inc.

Energy
Q3 2019 Filed on Oct 31, 2019
4,805
$36.36 - $52.15 $175K - $251K
QCOM
Qualcomm Inc

Technology
Q3 2019 Filed on Oct 31, 2019
2,665
$68.17 - $79.9 $182K - $213K
Anadarko Petroleum
Q3 2019 Filed on Oct 31, 2019
3,594
N/A
R
Ryder System Inc

Industrials
Q2 2019 Filed on Jul 30, 2019
5,329
$50.5 - $67.19 $269K - $358K
Bemis
Q2 2019 Filed on Jul 30, 2019
16,321
N/A
LIN
Linde PLC

Basic Materials
Q1 2019 Filed on Apr 26, 2019
1,687
$152.29 - $176.63 $257K - $298K
HSIC
Henry Schein Inc

Healthcare
Q1 2019 Filed on Apr 26, 2019
10,885
$57.4 - $63.64 $625K - $693K
CHS
Chico'S Fas, Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 26, 2019
11,045
$4.21 - $6.43 $46.5K - $71K
Express Scripts
Q4 2018 Filed on Jan 31, 2019
15,270
N/A
Celgene
Q4 2018 Filed on Jan 31, 2019
2,649
N/A
AES
Aes Corp

Utilities
Q4 2018 Filed on Jan 31, 2019
13,180
$13.82 - $16.01 $182K - $211K
HAL
Halliburton CO

Energy
Q4 2018 Filed on Jan 31, 2019
10,392
$25.14 - $42.14 $261K - $438K
Praxair
Q4 2018 Filed on Jan 31, 2019
1,717
N/A
KSS
Kohls Corp

Consumer Cyclical
Q3 2018 Filed on Oct 31, 2018
2,845
$69.13 - $82.05 $197K - $233K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2018 Filed on Oct 31, 2018
3,033
$87.57 - $106.73 $266K - $324K
GME
Game Stop Corp.

Consumer Cyclical
Q3 2018 Filed on Oct 31, 2018
10,100
$3.32 - $4.26 $33.5K - $43K
Priceline Group
Q1 2018 Filed on Apr 26, 2018
1,046
N/A
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2018 Filed on Apr 26, 2018
5,625
$36.49 - $44.56 $205K - $251K
GM
General Motors CO

Consumer Cyclical
Q1 2018 Filed on Apr 26, 2018
5,850
$34.87 - $44.22 $204K - $259K
FSP
Franklin Street Properties Corp

Real Estate
Q1 2018 Filed on Apr 26, 2018
11,440
$8.09 - $10.75 $92.5K - $123K
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2017 Filed on Jan 31, 2018
20,975
$27.97 - $43.9 $587K - $921K
C.R. Bard
Q4 2017 Filed on Jan 31, 2018
3,509
N/A
OMC
Omnicom Group Inc.

Communication Services
Q4 2017 Filed on Jan 31, 2018
3,237
$65.52 - $76.37 $212K - $247K
BKR
Baker Hughes CO

Energy
Q4 2017 Filed on Jan 31, 2018
7,968
$29.73 - $36.86 $237K - $294K
Allergan, Inc.
Q4 2017 Filed on Jan 31, 2018
995
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2017 Filed on Jan 31, 2018
8,257
$29.24 - $48.55 $241K - $401K
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