Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2021 Filed on May 13, 2021
15
$19.14 - $19.53 $287 - $293
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on May 13, 2021
2
$204.88 - $255.03 $410 - $510
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
7
$73.38 - $85.8 $514 - $601
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2021 Filed on May 13, 2021
5
$33.06 - $44.69 $165 - $223
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
224
$42.16 - $60.27 $9.44K - $13.5K
ADP
Automatic Data Processing Inc

Industrials
Q1 2021 Filed on May 13, 2021
23
$161.03 - $192.69 $3.7K - $4.43K
CACI
Caci International Inc

Technology
Q1 2021 Filed on May 13, 2021
1
$216.37 - $259.21 $216 - $259
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
8
$35.06 - $39.81 $280 - $318
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2021 Filed on May 13, 2021
50
$18.25 - $20.79 $913 - $1.04K
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on May 13, 2021
7
$78.01 - $92.2 $546 - $645
VRSN
Verisign Inc

Technology
Q1 2021 Filed on May 13, 2021
1
$188.1 - $213.58 $188 - $214
RSG
Republic Services, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
5
$88.96 - $101.29 $445 - $506
BLK
Black Rock Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
5
$683.21 - $779.75 $3.42K - $3.9K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2021 Filed on May 13, 2021
470
$26.67 - $27.28 $12.5K - $12.8K
MOH
Molina Healthcare, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
1
$202.54 - $243.1 $203 - $243
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on May 13, 2021
3
$76.38 - $86.03 $229 - $258
AMED
Amedisys Inc

Healthcare
Q1 2021 Filed on May 13, 2021
3
$236.62 - $314.16 $710 - $942
AWR
American States Water CO

Utilities
Q1 2021 Filed on May 13, 2021
4
$70.64 - $82.17 $283 - $329
Callidus Software
Q2 2020 Filed on Aug 13, 2020
75,937
N/A
CBRE
Cbre Group, Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
100
$34.84 - $55.49 $3.48K - $5.55K
Celgene Corp
Q2 2020 Filed on Aug 13, 2020
20
N/A
CHKP
Check Point Software Technologies LTD

Technology
Q2 2020 Filed on Aug 13, 2020
7,484
$98.28 - $111.67 $736K - $836K
Cigna Corp
Q2 2020 Filed on Aug 13, 2020
700
N/A
DXC
Dxc Technology CO

Technology
Q2 2020 Filed on Aug 13, 2020
287
$11.67 - $19.56 $3.35K - $5.61K
CME
Cme Group Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
7
$162.01 - $192.14 $1.13K - $1.34K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
50
$131.22 - $185.93 $6.56K - $9.3K
CLX
Clorox CO

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
18
$174.66 - $219.37 $3.14K - $3.95K
BDX
Becton Dickinson & CO

Healthcare
Q2 2020 Filed on Aug 13, 2020
15
$219.9 - $263.41 $3.3K - $3.95K
BAYRY
Bayer Ag Spons Adr

Healthcare
Q2 2020 Filed on Aug 13, 2020
28
$14.18 - $20.54 $397 - $575
AIR
Aar Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
332
$14.92 - $28.98 $4.95K - $9.62K
I Shares Msci Japan ETF
Q2 2020 Filed on Aug 13, 2020
34,237
N/A
ASIX
Advan Six Inc.

Basic Materials
Q2 2020 Filed on Aug 13, 2020
8
$8.82 - $16.52 $70.6 - $132
APD
Air Products & Chemicals, Inc.

Basic Materials
Q2 2020 Filed on Aug 13, 2020
14
$186.6 - $250.87 $2.61K - $3.51K
INDA
Ishares Msci India Index Fund

ETFs
Q2 2020 Filed on Aug 13, 2020
5,600
$22.01 - $29.64 $123K - $166K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
100
$28.89 - $38.78 $2.89K - $3.88K
Allergan Inc
Q2 2020 Filed on Aug 13, 2020
31
N/A
Alphabet Inc Class A
Q2 2020 Filed on Aug 13, 2020
1,554
N/A
ADI
Analog Devices Inc

Technology
Q2 2020 Filed on Aug 13, 2020
33
$84.09 - $124.59 $2.77K - $4.11K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
50
$39.52 - $57.92 $1.98K - $2.9K
Barclays I Path Grains Index
Q2 2020 Filed on Aug 13, 2020
1,825
N/A
Dell Technologies In
Q2 2020 Filed on Aug 13, 2020
77
N/A
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
16
$133.18 - $194.42 $2.13K - $3.11K
DVN
Devon Energy Corp

Energy
Q2 2020 Filed on Aug 13, 2020
500
$6.79 - $15.76 $3.4K - $7.88K
Fitbit Inc
Q2 2020 Filed on Aug 13, 2020
50
N/A
FTV
Fortive Corp

Technology
Q2 2020 Filed on Aug 13, 2020
7,663
$45.42 - $59.09 $348K - $453K
Ingersoll Rand PLC
Q2 2020 Filed on Aug 13, 2020
325
N/A
GD
General Dynamics Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
18
$121.73 - $167.78 $2.19K - $3.02K
Harris Corporation
Q2 2020 Filed on Aug 13, 2020
20
N/A
Hsbc Usa Inc Pfd
Q2 2020 Filed on Aug 13, 2020
900
N/A
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