Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $221 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Morgan Stanley Pfd
Q1 2021 Filed on May 13, 2021
900
N/A
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2021 Filed on May 13, 2021
15
$19.14 - $19.53 $287 - $293
VRSN
Verisign Inc

Technology
Q1 2021 Filed on May 13, 2021
1
$188.1 - $213.58 $188 - $214
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
224
$42.16 - $60.27 $9.44K - $13.5K
MOH
Molina Healthcare, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
1
$202.54 - $243.1 $203 - $243
BLK
Black Rock Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
5
$683.21 - $779.75 $3.42K - $3.9K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 13, 2021
1
$207.02 - $241.31 $207 - $241
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
24
$32.91 - $38.69 $790 - $929
CWT
California Water Service Group

Utilities
Q1 2021 Filed on May 13, 2021
8
$52.59 - $60.27 $421 - $482
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on May 13, 2021
7
$78.01 - $92.2 $546 - $645
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on May 13, 2021
2
$204.88 - $255.03 $410 - $510
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2021 Filed on May 13, 2021
470
$26.67 - $27.28 $12.5K - $12.8K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2021 Filed on May 13, 2021
50
$18.25 - $20.79 $913 - $1.04K
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
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on May 13, 2021
3
$76.38 - $86.03 $229 - $258
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
8
$35.06 - $39.81 $280 - $318
BAYRY
Bayer Ag Spons Adr

Healthcare
Q2 2020 Filed on Aug 13, 2020
28
$14.18 - $20.54 $397 - $575
BDX
Becton Dickinson & CO

Healthcare
Q2 2020 Filed on Aug 13, 2020
15
$219.9 - $263.41 $3.3K - $3.95K
Express Scripts Hldg CO
Q2 2020 Filed on Aug 13, 2020
800
N/A
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
0
$8.61 - $13.94 $0 - $0
Etfs Physical Precious
Q2 2020 Filed on Aug 13, 2020
90
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
GWW
W.W. Grainger, Inc.

Industrials
Q2 2020 Filed on Aug 13, 2020
5
$236.52 - $328.38 $1.18K - $1.64K
Alphabet Inc Class A
Q2 2020 Filed on Aug 13, 2020
1,554
N/A
FTV
Fortive Corp

Technology
Q2 2020 Filed on Aug 13, 2020
7,663
$45.42 - $59.09 $348K - $453K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
2
$7.71 - $11.51 $15.4 - $23
Fitbit Inc
Q2 2020 Filed on Aug 13, 2020
50
N/A
INDA
Ishares Msci India Index Fund

ETFs
Q2 2020 Filed on Aug 13, 2020
5,600
$22.01 - $29.64 $123K - $166K
AIR
Aar Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
332
$14.92 - $28.98 $4.95K - $9.62K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
100
$28.89 - $38.78 $2.89K - $3.88K
GD
General Dynamics Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
18
$121.73 - $167.78 $2.19K - $3.02K
Fireeye Inc.
Q2 2020 Filed on Aug 13, 2020
35
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
FDS
Factset Research Systems Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
10
$253.11 - $342.16 $2.53K - $3.42K
Allergan Inc
Q2 2020 Filed on Aug 13, 2020
31
N/A
Growlife Inc
Q2 2020 Filed on Aug 13, 2020
15,000
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
CMBS
Ishares Cmbs ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
400
$52.13 - $54.92 $20.9K - $22K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
4
$62.84 - $83.92 $251 - $336
DFS
Discover Financial Services

Financial Services
Q2 2020 Filed on Aug 13, 2020
91
$28.53 - $61.29 $2.6K - $5.58K
Ingersoll Rand PLC
Q2 2020 Filed on Aug 13, 2020
325
N/A
DVN
Devon Energy Corp

Energy
Q2 2020 Filed on Aug 13, 2020
500
$6.79 - $15.76 $3.4K - $7.88K
Cigna Corp
Q2 2020 Filed on Aug 13, 2020
700
N/A
Hsbc Usa Inc Pfd
Q2 2020 Filed on Aug 13, 2020
900
N/A
Dell Technologies In
Q2 2020 Filed on Aug 13, 2020
77
N/A
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