High Pines Wealth Management, LLC Closed Holding Positions

High Pines Wealth Management, LLC

  • $65.6 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
NEE
Nextera Energy Inc

Utilities
Q2 2022 Filed on Aug 15, 2022
2,412
$68.51 - $87.08 $165K - $210K
MCK
Mckesson Corp

Healthcare
Q2 2022 Filed on Aug 15, 2022
1,000
$300.57 - $336.42 $301K - $336K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Aug 15, 2022
11,402
$183.02 - $230.52 $2.09M - $2.63M
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
4,029
$173.2 - $205.85 $698K - $829K
GOOGL
Alphabet Inc.

Communication Services
Q2 2022 Filed on Aug 15, 2022
537
$105.81 - $142.97 $56.8K - $76.8K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q4 2021 Filed on Feb 15, 2022
474
$428.64 - $477.48 $203K - $226K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
772
$270.99 - $309.52 $209K - $239K
WMT
Walmart Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
7,250
$135.47 - $151.28 $982K - $1.1M
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
3,093
$99.53 - $127.75 $308K - $395K
RSG
Republic Services, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
3,734
$120.01 - $139.45 $448K - $521K
XOM
Exxon Mobil Corp

Energy
Q3 2021 Filed on Oct 13, 2021
3,600
$52.73 - $63.26 $190K - $228K
ITW
Illinois Tool Works Inc

Industrials
Q3 2021 Filed on Oct 13, 2021
900
$206.63 - $235.2 $186K - $212K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2021 Filed on Oct 13, 2021
2,273
$338.29 - $356.57 $769K - $810K
ADI
Analog Devices Inc

Technology
Q2 2021 Filed on Aug 13, 2021
2,000
$145.89 - $172.16 $292K - $344K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2021 Filed on Aug 13, 2021
25,413
$73.48 - $77.31 $1.87M - $1.96M
AMAT
Applied Materials Inc

Technology
Q2 2021 Filed on Aug 13, 2021
6,000
$114.88 - $143.05 $689K - $858K
NYT
New York Times CO

Communication Services
Q1 2021 Filed on Apr 09, 2021
5,000
$46.98 - $56.16 $235K - $281K
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