Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $222 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FLT
Fleetcor Technologies Inc

Technology
Q1 2021 Filed on May 13, 2021
1
$242.75 - $290.19 $243 - $290
VRSN
Verisign Inc

Technology
Q1 2021 Filed on May 13, 2021
1
$188.1 - $213.58 $188 - $214
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2021 Filed on May 13, 2021
5
$33.06 - $44.69 $165 - $223
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 13, 2021
1
$207.02 - $241.31 $207 - $241
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
7
$73.38 - $85.8 $514 - $601
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
224
$42.16 - $60.27 $9.44K - $13.5K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
8
$35.06 - $39.81 $280 - $318
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on May 13, 2021
3
$76.38 - $86.03 $229 - $258
MOH
Molina Healthcare, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
1
$202.54 - $243.1 $203 - $243
Morgan Stanley Pfd
Q1 2021 Filed on May 13, 2021
900
N/A
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on May 13, 2021
7
$78.01 - $92.2 $546 - $645
RSG
Republic Services, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
5
$88.96 - $101.29 $445 - $506
ADP
Automatic Data Processing Inc

Industrials
Q1 2021 Filed on May 13, 2021
23
$161.03 - $192.69 $3.7K - $4.43K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2021 Filed on May 13, 2021
50
$18.25 - $20.79 $913 - $1.04K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2021 Filed on May 13, 2021
15
$19.14 - $19.53 $287 - $293
BLK
Black Rock Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
5
$683.21 - $779.75 $3.42K - $3.9K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on May 13, 2021
2
$204.88 - $255.03 $410 - $510
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
Express Scripts Hldg CO
Q2 2020 Filed on Aug 13, 2020
800
N/A
Ingersoll Rand PLC
Q2 2020 Filed on Aug 13, 2020
325
N/A
SJM
J M Smucker CO

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
18
$103.01 - $121.62 $1.85K - $2.19K
K
Kellogg CO

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
24
$61.09 - $67.78 $1.47K - $1.63K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
2
$181.25 - $323.74 $363 - $647
MCK
Mckesson Corp

Healthcare
Q2 2020 Filed on Aug 13, 2020
7
$125.49 - $164.68 $878 - $1.15K
MDWD
Medi Wound Ltd.

Healthcare
Q2 2020 Filed on Aug 13, 2020
30
$1.47 - $2.97 $44.1 - $89.1
Medtronic Inc
Q2 2020 Filed on Aug 13, 2020
38
N/A
Micro Focus Int
Q2 2020 Filed on Aug 13, 2020
459
N/A
Mindbody Incorporate
Q2 2020 Filed on Aug 13, 2020
10,000
N/A
ITB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
0
$25.75 - $46.19 $0 - $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2020 Filed on Aug 13, 2020
60
$41.56 - $59.34 $2.49K - $3.56K
CMBS
Ishares Cmbs ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
400
$52.13 - $54.92 $20.9K - $22K
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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
4,449
$48.74 - $50.59 $217K - $225K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
100
$28.89 - $38.78 $2.89K - $3.88K
INDA
Ishares Msci India Index Fund

ETFs
Q2 2020 Filed on Aug 13, 2020
5,600
$22.01 - $29.64 $123K - $166K
I Shares Msci Japan ETF
Q2 2020 Filed on Aug 13, 2020
34,237
N/A
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
100
$144.16 - $193.61 $14.4K - $19.4K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2020 Filed on Aug 13, 2020
73
$50.55 - $75.5 $3.69K - $5.51K
Noble Energy Inc Com
Q2 2020 Filed on Aug 13, 2020
13
N/A
PPG
Ppg Industries Inc

Basic Materials
Q2 2020 Filed on Aug 13, 2020
100
$79.89 - $113.95 $7.99K - $11.4K
PAYX
Paychex Inc

Industrials
Q2 2020 Filed on Aug 13, 2020
39
$59.55 - $80.32 $2.32K - $3.13K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
33
$493.32 - $643.92 $16.3K - $21.2K
Republic Services Inc.
Q2 2020 Filed on Aug 13, 2020
103
N/A
RMR
Rmr Group Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
1
$23.76 - $34.48 $23.8 - $34.5
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2020 Filed on Aug 13, 2020
1,223
$43.56 - $56.5 $53.3K - $69.1K
XLF
Financial Sector Spdr

ETFs
Q2 2020 Filed on Aug 13, 2020
211
$19.55 - $26.74 $4.13K - $5.64K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2020 Filed on Aug 13, 2020
1,225
$29.44 - $30.48 $36.1K - $37.3K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2020 Filed on Aug 13, 2020
6,250
$26.53 - $26.95 $166K - $168K
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