Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $222 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CB
Chubb LTD

Financial Services
Q1 2022 Filed on May 16, 2022
315
$191.44 - $217.78 $60.3K - $68.6K
MET
Metlife Inc

Financial Services
Q1 2022 Filed on May 16, 2022
350
$61.96 - $71.63 $21.7K - $25.1K
NVR
Nvr Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
26
$4467.27 - $5819.68 $116K - $151K
DDD
3 D Systems Corp

Technology
Q1 2022 Filed on May 16, 2022
400
$13.65 - $22.12 $5.46K - $8.85K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
150
$117.53 - $144.59 $17.6K - $21.7K
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2022 Filed on May 16, 2022
300
$30.45 - $38.25 $9.14K - $11.5K
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on May 16, 2022
100
$302.28 - $393.09 $30.2K - $39.3K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
161
$34.29 - $40.4 $5.52K - $6.5K
OKE
Oneok Inc

Energy
Q1 2022 Filed on May 16, 2022
500
$58.53 - $72.27 $29.3K - $36.1K
PCH
Potlatchdeltic Corp

Real Estate
Q1 2022 Filed on May 16, 2022
1,273
$51.64 - $58.97 $65.7K - $75.1K
Bank Of America Corp
Q1 2022 Filed on May 16, 2022
1,460
N/A
Bp PLC Adr
Q1 2022 Filed on May 16, 2022
3,172
N/A
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q1 2022 Filed on May 16, 2022
50
$52.62 - $60.93 $2.63K - $3.05K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q1 2022 Filed on May 16, 2022
265
$150.89 - $174.82 $40K - $46.3K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
12
$178.7 - $226.45 $2.14K - $2.72K
Bath & Body Works Inc
Q1 2022 Filed on May 16, 2022
200
N/A
REET
Ishares Global Reit ETF

ETFs
Q1 2022 Filed on May 16, 2022
22
$27.43 - $30.48 $603 - $671
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
900
$52.13 - $60.52 $46.9K - $54.5K
LITE
Lumentum Holdings Inc.

Technology
Q1 2022 Filed on May 16, 2022
4
$85.01 - $107.61 $340 - $430
CSWI
Csw Industrials, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
411
$110.55 - $125.68 $45.4K - $51.7K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
570
$222.0 - $269.69 $127K - $154K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2022 Filed on May 16, 2022
697
$58.6 - $65.99 $40.8K - $46K
Boeing CO
Q1 2022 Filed on May 16, 2022
300
N/A
CSWC
Capital Southwest Corp

Financial Services
Q1 2022 Filed on May 16, 2022
597
$23.08 - $26.35 $13.8K - $15.7K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
7
$1313.6 - $1690.67 $9.2K - $11.8K
ERF
Enerplus Corp

Energy
Q1 2022 Filed on May 16, 2022
2,800
$10.61 - $13.92 $29.7K - $39K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
48
$108.97 - $135.76 $5.23K - $6.52K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2022 Filed on May 16, 2022
210
$150.07 - $182.21 $31.5K - $38.3K
INTC
Intel Corp

Technology
Q1 2022 Filed on May 16, 2022
1,828
$44.4 - $55.91 $81.2K - $102K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
66
$42.34 - $62.92 $2.79K - $4.15K
ORCL
Oracle Corp

Technology
Q1 2022 Filed on May 16, 2022
1,938
$72.47 - $89.28 $140K - $173K
Amgen Incorporated
Q1 2022 Filed on May 16, 2022
127
N/A
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 16, 2022
500
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
500
$19.54 - $28.33 $9.77K - $14.2K
American Express Company
Q1 2022 Filed on May 16, 2022
675
N/A
IBM
International Business Machines Corp

Technology
Q1 2022 Filed on May 16, 2022
1,243
$121.35 - $138.22 $151K - $172K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on May 16, 2022
250
$43.71 - $54.29 $10.9K - $13.6K
TD
Toronto Dominion Bank

Financial Services
Q1 2022 Filed on May 16, 2022
200
$74.69 - $85.0 $14.9K - $17K
PSX
Phillips 66

Energy
Q1 2022 Filed on May 16, 2022
750
$75.34 - $93.2 $56.5K - $69.9K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 16, 2022
150
$331.01 - $597.37 $49.7K - $89.6K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2022 Filed on May 16, 2022
53
$30.88 - $35.96 $1.64K - $1.91K
HPE
Hewlett Packard Enterprise CO

Technology
Q1 2022 Filed on May 16, 2022
1,792
$15.41 - $17.64 $27.6K - $31.6K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
34
$299.33 - $412.84 $10.2K - $14K
Antares Pharma Inc
Q1 2022 Filed on May 16, 2022
5,000
N/A
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on May 16, 2022
322
$106.1 - $113.3 $34.2K - $36.5K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
342
$102.32 - $116.69 $35K - $39.9K
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on May 16, 2022
250
$203.52 - $247.58 $50.9K - $61.9K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Feb 08, 2022
200
$28.38 - $34.74 $5.68K - $6.95K
AFL
Aflac Inc

Financial Services
Q4 2021 Filed on Feb 08, 2022
44
$52.77 - $58.79 $2.32K - $2.59K
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