Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $222 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EBAY
Ebay Inc

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
8,550
$41.08 - $57.71 $351K - $493K
IBND
Spdr Bloomberg International C

ETFs
Q2 2022 Filed on Jul 12, 2022
10,500
$27.26 - $31.83 $286K - $334K
CSU.TO
Constellation Software Inc.

Technology
Q1 2022 Filed on May 16, 2022
98
N/A
VT
Vanguard Total World Stk Index

ETFs
Q1 2022 Filed on May 16, 2022
110
$93.8 - $108.09 $10.3K - $11.9K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 16, 2022
250
$77.77 - $81.19 $19.4K - $20.3K
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 16, 2022
400
$10.43 - $18.53 $4.17K - $7.41K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 16, 2022
11
$99.96 - $115.1 $1.1K - $1.27K
PLUG
Plug Power Inc

Industrials
Q1 2022 Filed on May 16, 2022
375
$18.26 - $29.65 $6.85K - $11.1K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2022 Filed on May 16, 2022
23,120
$22.05 - $24.55 $510K - $568K
SRRA
Sierra Oncology, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
1,140
$15.51 - $36.85 $17.7K - $42K
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on May 16, 2022
670
$52.65 - $63.25 $35.3K - $42.4K
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 16, 2022
1,006
$74.35 - $138.65 $74.8K - $139K
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on May 16, 2022
68
$194.83 - $232.11 $13.2K - $15.8K
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2022 Filed on May 16, 2022
2,366
$58.18 - $67.99 $138K - $161K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on May 16, 2022
1,088
$9.81 - $15.4 $10.7K - $16.8K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 16, 2022
375
$125.17 - $262.29 $46.9K - $98.4K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2022 Filed on May 16, 2022
46
$50.66 - $56.06 $2.33K - $2.58K
Facedrive Inc.
Q1 2022 Filed on May 16, 2022
200
N/A
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2022 Filed on May 16, 2022
27
$39.95 - $43.09 $1.08K - $1.16K
QLV
Flexshares Us Quality Low Vola

ETFs
Q1 2022 Filed on May 16, 2022
500
$50.3 - $56.48 $25.2K - $28.2K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2022 Filed on May 16, 2022
1,500
$22.56 - $25.61 $33.8K - $38.4K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
38
$33.02 - $41.86 $1.25K - $1.59K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q1 2022 Filed on May 16, 2022
15
$286.24 - $317.79 $4.29K - $4.77K
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2022 Filed on May 16, 2022
65
$100.32 - $107.96 $6.52K - $7.02K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on May 16, 2022
500
$67.73 - $76.65 $33.9K - $38.3K
XEL
Xcel Energy Inc

Utilities
Q1 2022 Filed on May 16, 2022
200
$64.83 - $72.32 $13K - $14.5K
WDAY
Workday, Inc.

Technology
Q1 2022 Filed on May 16, 2022
509
$213.01 - $263.72 $108K - $134K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2022 Filed on May 16, 2022
34
$57.34 - $65.89 $1.95K - $2.24K
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on May 16, 2022
393
$45.81 - $59.06 $18K - $23.2K
WM
Waste Management Inc

Industrials
Q1 2022 Filed on May 16, 2022
30
$140.6 - $164.3 $4.22K - $4.93K
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
154
$133.53 - $149.87 $20.6K - $23.1K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 16, 2022
369
$88.34 - $100.29 $32.6K - $37K
W
Wayfair Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
500
$104.81 - $195.77 $52.4K - $97.9K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
200
$75.77 - $90.29 $15.2K - $18.1K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
210
$524.0 - $644.92 $110K - $135K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on May 16, 2022
125
$53.94 - $70.26 $6.74K - $8.78K
XBAP
Innovator ETF Tr Us Equity Acc
Q1 2022 Filed on May 16, 2022
1,000
$26.82 - $27.71 $26.8K - $27.7K
VRIG
Invesco Actively Managed ETF F

ETFs
Q1 2022 Filed on May 16, 2022
4,000
$24.88 - $25.08 $99.5K - $100K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 16, 2022
60
$30.45 - $39.36 $1.83K - $2.36K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2022 Filed on May 16, 2022
500
$62.32 - $70.0 $31.2K - $35K
IGHG
Proshares Investment Grade Int

ETFs
Q1 2022 Filed on May 16, 2022
13,862
$69.48 - $74.89 $963K - $1.04M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
75
$20.2 - $38.77 $1.52K - $2.91K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 16, 2022
453
$25.45 - $30.25 $11.5K - $13.7K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
13
$108.42 - $129.58 $1.41K - $1.68K
A F L A C Inc
Q1 2022 Filed on May 16, 2022
44
N/A
Etfs Physical Precious
Q1 2022 Filed on May 16, 2022
15
N/A
Advanced Micro Devices
Q1 2022 Filed on May 16, 2022
70
N/A
Airbnb Inc
Q1 2022 Filed on May 16, 2022
50
N/A
Allete Inc New
Q1 2022 Filed on May 16, 2022
150
N/A
Track This Portfolio

Track Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email