Litman Gregory Wealth Management LLC Closed Holding Positions

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CAPD
Barclays Bank PLC

ETFs
Q4 2019 Filed on Jan 30, 2020
45
$13.33 - $14.95 $600 - $673
EOG
Eog Resources Inc

Energy
Q4 2019 Filed on Jan 30, 2020
18
$64.44 - $83.81 $1.16K - $1.51K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2019 Filed on Jan 30, 2020
16
$127.4 - $146.83 $2.04K - $2.35K
FDX
Fedex Corp

Industrials
Q4 2019 Filed on Jan 30, 2020
7
$138.39 - $165.67 $969 - $1.16K
COP
Conocophillips

Energy
Q4 2019 Filed on Jan 30, 2020
131
$53.07 - $65.03 $6.95K - $8.52K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
732
$76.37 - $86.31 $55.9K - $63.2K
Concho Resources, Inc.
Q4 2019 Filed on Jan 30, 2020
11
N/A
Delphi Technologies PLC
Q4 2019 Filed on Jan 30, 2020
34
N/A
COO
Cooper Companies, Inc.

Healthcare
Q4 2019 Filed on Jan 30, 2020
5
$281.18 - $322.05 $1.41K - $1.61K
CMS
Cms Energy Corp

Utilities
Q4 2019 Filed on Jan 30, 2020
39
$59.58 - $64.92 $2.32K - $2.53K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
137
$65.41 - $72.07 $8.96K - $9.87K
CE
Celanese Corp

Basic Materials
Q4 2019 Filed on Jan 30, 2020
12
$117.85 - $127.39 $1.41K - $1.53K
INTU
Intuit Inc

Technology
Q4 2019 Filed on Jan 30, 2020
6
$251.9 - $273.5 $1.51K - $1.64K
ITT
Itt Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
34
$55.2 - $74.16 $1.88K - $2.52K
KR
Kroger CO

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
46
$23.84 - $29.1 $1.1K - $1.34K
LAZ
Lazard LTD

Financial Services
Q4 2019 Filed on Jan 30, 2020
28
$33.95 - $39.96 $951 - $1.12K
HAL
Halliburton CO

Energy
Q4 2019 Filed on Jan 30, 2020
29
$18.17 - $24.89 $527 - $722
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 30, 2020
13
$88.65 - $118.44 $1.15K - $1.54K
Dunkin' Brands Group Inc.
Q4 2019 Filed on Jan 30, 2020
19
N/A
Encana Corp.
Q4 2019 Filed on Jan 30, 2020
1,014
N/A
CTXS
Citrix Systems Inc

Technology
Q4 2019 Filed on Jan 30, 2020
11
$95.18 - $114.04 $1.05K - $1.25K
EQR
Equity Residential

Real Estate
Q4 2019 Filed on Jan 30, 2020
30
$79.71 - $88.85 $2.39K - $2.67K
FOXA
Fox Corp

Communication Services
Q4 2019 Filed on Jan 30, 2020
13
$30.05 - $37.57 $391 - $488
Federal Realty
Q4 2019 Filed on Jan 30, 2020
7
N/A
GLW
Corning Inc

Technology
Q4 2019 Filed on Jan 30, 2020
1,130
$27.27 - $30.61 $30.8K - $34.6K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q4 2019 Filed on Jan 30, 2020
22
$61.37 - $71.65 $1.35K - $1.58K
BSX
Boston Scientific Corp

Healthcare
Q4 2019 Filed on Jan 30, 2020
51
$37.87 - $45.37 $1.93K - $2.31K
MTB
M&T Bank Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
10
$149.75 - $171.98 $1.5K - $1.72K
MU
Micron Technology Inc

Technology
Q4 2019 Filed on Jan 30, 2020
843
$41.98 - $55.42 $35.4K - $46.7K
DXC
Dxc Technology CO

Technology
Q4 2019 Filed on Jan 30, 2020
464
$26.33 - $37.76 $12.2K - $17.5K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q4 2019 Filed on Jan 30, 2020
8
$71.8 - $87.17 $574 - $697
Marvell Technology Group LTD
Q4 2019 Filed on Jan 30, 2020
73
N/A
Alexion Pharma Inc
Q4 2019 Filed on Jan 30, 2020
15
N/A
DOW
Dow Inc.

Basic Materials
Q4 2019 Filed on Jan 30, 2020
223
$43.85 - $55.99 $9.78K - $12.5K
OGE
Oge Energy Corp.

Utilities
Q4 2019 Filed on Jan 30, 2020
130
$41.96 - $45.26 $5.45K - $5.88K
MPC
Marathon Petroleum Corp

Energy
Q4 2019 Filed on Jan 30, 2020
119
$57.11 - $68.02 $6.8K - $8.09K
AVB
Avalonbay Communities Inc

Real Estate
Q4 2019 Filed on Jan 30, 2020
14
$206.64 - $222.04 $2.89K - $3.11K
NTRS
Northern Trust Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
138
$86.82 - $109.88 $12K - $15.2K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q4 2019 Filed on Jan 30, 2020
16
$64.27 - $86.37 $1.03K - $1.38K
AWR
American States Water CO

Utilities
Q3 2019 Filed on Nov 06, 2019
1,000
$74.38 - $94.18 $74.4K - $94.2K
Aqua America Inc
Q3 2019 Filed on Nov 06, 2019
1,400
N/A
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2019 Filed on Nov 06, 2019
11
$101.59 - $103.8 $1.12K - $1.14K
XLK
Technology Sector Spdr

ETFs
Q3 2019 Filed on Nov 06, 2019
8
$79.69 - $81.76 $638 - $654
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2019 Filed on Nov 06, 2019
75
$181.04 - $188.72 $13.6K - $14.2K
NTES
Net Ease, Inc.

Communication Services
Q3 2019 Filed on Nov 06, 2019
25
$42.38 - $56.07 $1.06K - $1.4K
HEWJ
Ishares Currency Hedged Msci J

ETFs
Q3 2019 Filed on Nov 06, 2019
1,211
$28.12 - $31.46 $34.1K - $38.1K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q3 2019 Filed on Nov 06, 2019
90
$83.83 - $88.05 $7.54K - $7.92K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q3 2019 Filed on Nov 06, 2019
7
$76.17 - $84.82 $533 - $594
IDLB
Invesco ETF Tr Ii Ftse Intl Lo

ETFs
Q3 2019 Filed on Nov 06, 2019
1,086
N/A
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