Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HPE
Hewlett Packard Enterprise CO

Technology
Q1 2022 Filed on May 16, 2022
1,792
$15.41 - $17.64 $27.6K - $31.6K
DE
Deere & CO

Industrials
Q1 2022 Filed on May 16, 2022
400
$337.52 - $436.45 $135K - $175K
DBAW
Xtrackers Msci All World Ex Us

ETFs
Q1 2022 Filed on May 16, 2022
38
$29.74 - $34.13 $1.13K - $1.3K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
533
$186.63 - $338.54 $99.5K - $180K
IBM
International Business Machines Corp

Technology
Q1 2022 Filed on May 16, 2022
1,243
$121.35 - $138.22 $151K - $172K
F
Ford Motor CO

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
1,000
$15.74 - $25.19 $15.7K - $25.2K
ES
Eversource Energy

Utilities
Q1 2022 Filed on May 16, 2022
661
$79.7 - $89.66 $52.7K - $59.3K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2022 Filed on May 16, 2022
675
$49.15 - $56.85 $33.2K - $38.4K
ORCL
Oracle Corp

Technology
Q1 2022 Filed on May 16, 2022
1,938
$72.47 - $89.28 $140K - $173K
ENPH
Enphase Energy, Inc.

Technology
Q1 2022 Filed on May 16, 2022
80
$119.97 - $202.36 $9.6K - $16.2K
INTC
Intel Corp

Technology
Q1 2022 Filed on May 16, 2022
1,828
$44.4 - $55.91 $81.2K - $102K
BEN
Franklin Resources Inc

Financial Services
Q1 2022 Filed on May 16, 2022
2,075
$26.83 - $35.96 $55.7K - $74.6K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 16, 2022
50
$51.26 - $136.31 $2.56K - $6.82K
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
500
$19.54 - $28.33 $9.77K - $14.2K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 16, 2022
150
$331.01 - $597.37 $49.7K - $89.6K
FCX
Freeport Mcmoran Inc

Basic Materials
Q1 2022 Filed on May 16, 2022
500
$36.04 - $51.93 $18K - $26K
DEO
Diageo PLC

Consumer Defensive
Q1 2022 Filed on May 16, 2022
9
$175.64 - $222.11 $1.58K - $2K
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on May 16, 2022
250
$203.52 - $247.58 $50.9K - $61.9K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
539
$57.92 - $72.58 $31.2K - $39.1K
KO
Coca Cola CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
46
$57.88 - $62.85 $2.66K - $2.89K
DDD
3 D Systems Corp

Technology
Q1 2022 Filed on May 16, 2022
400
$13.65 - $22.12 $5.46K - $8.85K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
210
$524.0 - $644.92 $110K - $135K
LITE
Lumentum Holdings Inc.

Technology
Q1 2022 Filed on May 16, 2022
4
$85.01 - $107.61 $340 - $430
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
Q1 2022 Filed on May 16, 2022
1,000
$30.72 - $43.51 $30.7K - $43.5K
PSX
Phillips 66

Energy
Q1 2022 Filed on May 16, 2022
750
$75.34 - $93.2 $56.5K - $69.9K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q1 2022 Filed on May 16, 2022
265
$150.89 - $174.82 $40K - $46.3K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
50
$76.76 - $137.41 $3.84K - $6.87K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q1 2022 Filed on May 16, 2022
50
$52.62 - $60.93 $2.63K - $3.05K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on May 16, 2022
425
$191.52 - $225.32 $81.4K - $95.8K
A
Agilent Technologies, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
500
$126.0 - $156.48 $63K - $78.2K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 16, 2022
375
$125.17 - $262.29 $46.9K - $98.4K
IGHG
Proshares Investment Grade Int

ETFs
Q1 2022 Filed on May 16, 2022
13,862
$69.48 - $74.89 $963K - $1.04M
Healthier Choices Ma
Q1 2022 Filed on May 16, 2022
1
N/A
T
At&T Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
8,974
$17.29 - $20.63 $155K - $185K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2022 Filed on May 16, 2022
500
$62.32 - $70.0 $31.2K - $35K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 16, 2022
838
$140.96 - $181.02 $118K - $152K
TGT
Target Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
314
$189.9 - $234.17 $59.6K - $73.5K
REET
Ishares Global Reit ETF

ETFs
Q1 2022 Filed on May 16, 2022
22
$27.43 - $30.48 $603 - $671
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
34
$299.33 - $412.84 $10.2K - $14K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
150
$117.53 - $144.59 $17.6K - $21.7K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2022 Filed on May 16, 2022
40
$50.05 - $53.52 $2K - $2.14K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 16, 2022
453
$25.45 - $30.25 $11.5K - $13.7K
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on May 16, 2022
100
$302.28 - $393.09 $30.2K - $39.3K
CAT
Caterpillar Inc

Industrials
Q1 2022 Filed on May 16, 2022
110
$182.83 - $229.87 $20.1K - $25.3K
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on May 16, 2022
850
$40.23 - $47.74 $34.2K - $40.6K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
570
$222.0 - $269.69 $127K - $154K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on May 16, 2022
125
$53.94 - $70.26 $6.74K - $8.78K
Cloudera Inc
Q4 2021 Filed on Feb 08, 2022
28,439
N/A
SLB
Schlumberger Limited

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