J. W. Coons Advisors, LLC Closed Holding Positions

J. W. Coons Advisors, LLC

  • $534 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Tooele Cnty Utah Sch Dist Go Bds
Q2 2022 Filed on Aug 04, 2022
200
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q2 2022 Filed on Aug 04, 2022
6,011
$106.09 - $155.76 $638K - $936K
WDAY
Workday, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
1,915
$136.59 - $243.0 $262K - $465K
Wells Fargo & Company Note
Q2 2022 Filed on Aug 04, 2022
200
N/A
Georgetown Ky Go Bds
Q2 2022 Filed on Aug 04, 2022
230
N/A
Three Vlg Cent Sch Dist N Y Br Sch Dist Ser Bds
Q2 2022 Filed on Aug 04, 2022
200
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
2,927
$61.48 - $74.59 $180K - $218K
Qualcomm Inc Note M/W Clbl
Q2 2022 Filed on Aug 04, 2022
240
N/A
Oconomowoc Wis Area Sch Dist Go Ref Bds
Q2 2022 Filed on Aug 04, 2022
350
N/A
Molson Coors Beverage Company Note M/W Clbl
Q2 2022 Filed on Aug 04, 2022
200
N/A
AFG
American Financial Group Inc

Financial Services
Q2 2022 Filed on Aug 04, 2022
1,722
$129.47 - $149.1 $223K - $257K
Garden City Kans Go Bds
Q2 2022 Filed on Aug 04, 2022
200
N/A
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
13,380
$21.5 - $28.98 $288K - $388K
BA
Boeing CO

Industrials
Q2 2022 Filed on Aug 04, 2022
1,129
$115.86 - $191.18 $131K - $216K
Lake Cnty Ohio Go LTD Tax Rd Impt Nts
Q2 2022 Filed on Aug 04, 2022
200
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
920
$190.36 - $240.41 $175K - $221K
EGP
Eastgroup Properties Inc

Real Estate
Q2 2022 Filed on Aug 04, 2022
1,973
$148.48 - $215.63 $293K - $425K
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2022 Filed on Aug 04, 2022
2,955
$53.08 - $71.2 $157K - $210K
Cvs Health Corporation Note M/W Clbl
Q2 2022 Filed on Aug 04, 2022
200
N/A
Water Tech Intl In Com
Q2 2022 Filed on Aug 04, 2022
10,000
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2022 Filed on Aug 04, 2022
1,673
$99.42 - $121.64 $166K - $204K
Merck & CO Inc Note M/W Clbl
Q2 2022 Filed on Aug 04, 2022
200
N/A
Mantua Twp N J Go Bds
Q1 2022 Filed on May 13, 2022
200
N/A
Prescott Wis Sch Dist Go Corp Purp Bds
Q1 2022 Filed on May 13, 2022
200
N/A
Schuylkill Haven Pa Area Sch D Go Bds
Q1 2022 Filed on May 13, 2022
200
N/A
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 13, 2022
3,600
$39.56 - $47.63 $142K - $171K
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on May 13, 2022
592
$53.94 - $69.5 $31.9K - $41.1K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on May 13, 2022
1,210
$129.09 - $164.35 $156K - $199K
ALG
Alamo Group Inc

Industrials
Q1 2022 Filed on May 13, 2022
1,389
$134.57 - $159.75 $187K - $222K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on May 13, 2022
298
$174.8 - $642.2 $52.1K - $191K
ADT
Adt Inc.

Industrials
Q1 2022 Filed on May 13, 2022
10,415
$6.97 - $8.64 $72.6K - $90K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
3,600
$39.83 - $65.74 $143K - $237K
ANSS
Ansys Inc

Technology
Q1 2022 Filed on May 13, 2022
840
$289.94 - $395.49 $244K - $332K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,000
$116.51 - $209.93 $117K - $210K
OLP
One Liberty Properties Inc

Real Estate
Q1 2022 Filed on May 13, 2022
5,788
$28.29 - $36.24 $164K - $210K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
2,873
$88.63 - $110.14 $255K - $316K
LMT
Lockheed Martin Corp

Industrials
Q1 2022 Filed on May 13, 2022
792
$354.36 - $466.15 $281K - $369K
Philip Morris Intl Inc Note M/W Clbl
Q4 2021 Filed on Feb 11, 2022
250
N/A
La Crosse Wis Go Prom Nts
Q4 2021 Filed on Feb 11, 2022
250
N/A
Wells Fargo & Company Note
Q4 2021 Filed on Feb 11, 2022
245
N/A
Boeing CO Note M/W Clbl
Q4 2021 Filed on Feb 11, 2022
300
N/A
TTC
Toro CO

Industrials
Q3 2021 Filed on Nov 12, 2021
2,925
$97.41 - $114.76 $285K - $336K
L Brands Inc
Q3 2021 Filed on Nov 12, 2021
6,900
N/A
SO
Southern CO

Utilities
Q3 2021 Filed on Nov 12, 2021
8,825
$61.34 - $67.32 $541K - $594K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
2,679
$108.85 - $127.25 $292K - $341K
SCL
Stepan CO

Basic Materials
Q3 2021 Filed on Nov 12, 2021
2,512
$109.75 - $122.75 $276K - $308K
JKHY
Henry Jack & Associates Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1,372
$153.58 - $169.59 $211K - $233K
Ishares Gold Tr
Q2 2021 Filed on Jul 22, 2021
43,094
N/A
CHE
Chemed Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
560
$459.25 - $502.91 $257K - $282K
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