Iron Bridge Private Wealth, LLC Closed Holding Positions

Iron Bridge Private Wealth, LLC

  • $284 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TDY
Teledyne Technologies Inc

Technology
Q2 2022 Filed on Jul 27, 2022
9,062
$350.35 - $488.63 $3.17M - $4.43M
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Jul 27, 2022
19,016
$167.39 - $206.64 $3.18M - $3.93M
SEE
Sealed Air Corp

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
63,104
$56.24 - $69.13 $3.55M - $4.36M
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2022 Filed on Jul 27, 2022
94,143
$47.07 - $54.22 $4.43M - $5.1M
AEP
American Electric Power CO Inc

Utilities
Q2 2022 Filed on Jul 27, 2022
44,272
$88.41 - $104.49 $3.91M - $4.63M
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
21,518
$133.06 - $190.3 $2.86M - $4.09M
FOX
Fox Corp Cl B (De)

Communication Services
Q2 2022 Filed on Jul 27, 2022
112,190
$29.21 - $36.48 $3.28M - $4.09M
DOX
Amdocs LTD

Technology
Q2 2022 Filed on Jul 27, 2022
51,695
$76.97 - $87.1 $3.98M - $4.5M
HRB
H&R Block Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
159,010
$23.77 - $36.27 $3.78M - $5.77M
CW
Curtiss Wright Corp

Industrials
Q2 2022 Filed on Jul 27, 2022
28,394
$125.45 - $157.99 $3.56M - $4.49M
CSX
Csx Corp

Industrials
Q2 2022 Filed on Jul 27, 2022
113,810
$28.71 - $36.3 $3.27M - $4.13M
Crane CO
Q2 2022 Filed on Jul 27, 2022
26,185
N/A
EXP
Eagle Materials Inc

Basic Materials
Q1 2022 Filed on May 16, 2022
30,134
$125.5 - $166.96 $3.78M - $5.03M
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
566
$177.34 - $221.73 $100K - $125K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on May 16, 2022
100
$94.64 - $184.26 $9.46K - $18.4K
VEON
Veon Ltd.

Communication Services
Q1 2022 Filed on May 16, 2022
3,000
$0.26 - $1.72 $780 - $5.16K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 16, 2022
24,556
$271.48 - $348.23 $6.67M - $8.55M
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2022 Filed on May 16, 2022
739
N/A
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2022 Filed on May 16, 2022
1,000
$7.71 - $12.75 $7.71K - $12.8K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 16, 2022
100
$51.44 - $54.88 $5.14K - $5.49K
Us Ecology Inc
Q1 2022 Filed on May 16, 2022
121
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
150
$31.2 - $50.48 $4.68K - $7.57K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on May 16, 2022
99
$9.81 - $15.4 $971 - $1.52K
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on May 16, 2022
618
$45.81 - $59.06 $28.3K - $36.5K
FAN
First Tr Exchange Traded Fd Ii
Q1 2022 Filed on May 16, 2022
4
N/A
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q1 2022 Filed on May 16, 2022
1
$60.62 - $68.16 $60.6 - $68.2
EVRG
Evergy, Inc.

Utilities
Q1 2022 Filed on May 16, 2022
70
$60.2 - $68.34 $4.21K - $4.78K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2022 Filed on May 16, 2022
11,190
$22.64 - $26.07 $253K - $292K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
65,457
$50.06 - $66.81 $3.28M - $4.37M
D
Dominion Energy, Inc

Utilities
Q1 2022 Filed on May 16, 2022
47
$77.16 - $85.43 $3.63K - $4.02K
COF
Capital One Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
28
$124.8 - $161.37 $3.49K - $4.52K
CMS
Cms Energy Corp

Utilities
Q1 2022 Filed on May 16, 2022
78
$61.85 - $69.99 $4.82K - $5.46K
ACLS
Axcelis Technologies Inc

Technology
Q1 2022 Filed on May 16, 2022
100
$57.3 - $82.53 $5.73K - $8.25K
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
12
$28.87 - $35.77 $346 - $429
CTAS
Cintas Corp

Industrials
Q1 2022 Filed on May 16, 2022
11,963
$363.91 - $432.01 $4.35M - $5.17M
T
At&T Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
1,100
$17.29 - $20.63 $19K - $22.7K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2022 Filed on May 16, 2022
61,441
$81.79 - $93.12 $5.03M - $5.72M
Xilinx Inc
Q1 2022 Filed on May 16, 2022
138
N/A
WWW
Wolverine World Wide Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
403
$21.14 - $29.23 $8.52K - $11.8K
WABC
Westamerica Bancorporation

Financial Services
Q1 2022 Filed on May 16, 2022
107
$57.54 - $62.76 $6.16K - $6.72K
CIEN
Ciena Corp

Technology
Q1 2022 Filed on May 16, 2022
400
$53.7 - $77.38 $21.5K - $31K
UNF
Unifirst Corp

Industrials
Q1 2022 Filed on May 16, 2022
52
$169.31 - $211.47 $8.8K - $11K
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
202
$14.78 - $18.7 $2.99K - $3.78K
HUN
Huntsman Corp

Basic Materials
Q1 2022 Filed on May 16, 2022
500
$35.12 - $41.2 $17.6K - $20.6K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
80
$108.97 - $135.76 $8.72K - $10.9K
SLGN
Silgan Holdings Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
211
$40.98 - $46.32 $8.65K - $9.77K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 16, 2022
50
$51.26 - $136.31 $2.56K - $6.82K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on May 16, 2022
41
$79.77 - $90.53 $3.27K - $3.71K
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
100
$303.87 - $423.8 $30.4K - $42.4K
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