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
QCOM
Qualcomm Inc

Technology
Q2 2018 Filed on Aug 09, 2018
425
$49.75 - $60.64 $21.1K - $25.8K
RMD
Resmed Inc

Healthcare
Q2 2018 Filed on Aug 09, 2018
905
$93.62 - $107.93 $84.7K - $97.7K
ROP
Roper Technologies Inc

Industrials
Q2 2018 Filed on Aug 09, 2018
375
$262.64 - $286.33 $98.5K - $107K
SLB
Schlumberger Limited

Energy
Q2 2018 Filed on Aug 09, 2018
745
$63.48 - $75.03 $47.3K - $55.9K
SPWR
Sunpower Corp

Technology
Q2 2018 Filed on Aug 09, 2018
150
$4.62 - $6.4 $693 - $960
SRCL
Stericycle Inc

Industrials
Q2 2018 Filed on Aug 09, 2018
200
$57.11 - $65.29 $11.4K - $13.1K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2018 Filed on Aug 09, 2018
510
$132.81 - $157.38 $67.7K - $80.3K
SYK
Stryker Corp

Healthcare
Q2 2018 Filed on Aug 09, 2018
525
$155.17 - $179.78 $81.5K - $94.4K
Orbital Atk Inc
Q2 2018 Filed on Aug 09, 2018
125
N/A
NTAP
Net App, Inc.

Technology
Q2 2018 Filed on Aug 09, 2018
300
$59.16 - $78.53 $17.7K - $23.6K
Noble Energy Inc
Q2 2018 Filed on Aug 09, 2018
500
N/A
Black Berry Limited
Q2 2018 Filed on Aug 09, 2018
200
N/A
Halyard Health, Inc.
Q2 2018 Filed on Aug 09, 2018
28
N/A
FXI
Ishares Tr

ETFs
Q2 2018 Filed on Aug 09, 2018
412
$41.99 - $48.77 $17.3K - $20.1K
JCI
Johnson Controls International PLC

Industrials
Q2 2018 Filed on Aug 09, 2018
796
$33.26 - $36.72 $26.5K - $29.2K
FTV
Fortive Corp

Technology
Q2 2018 Filed on Aug 09, 2018
175
$58.84 - $67.84 $10.3K - $11.9K
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2018 Filed on Aug 09, 2018
1,775
$47.77 - $48.3 $84.8K - $85.7K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q2 2018 Filed on Aug 09, 2018
750
$16.4 - $19.51 $12.3K - $14.6K
FISV
Fiserv Inc

Technology
Q2 2018 Filed on Aug 09, 2018
1,630
$68.99 - $76.49 $112K - $125K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 09, 2018
250
$13.04 - $18.26 $3.26K - $4.57K
MTD
Mettler Toledo International Inc

Healthcare
Q2 2018 Filed on Aug 09, 2018
100
$546.43 - $595.14 $54.6K - $59.5K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2018 Filed on Aug 09, 2018
36
N/A
Apache Corp.
Q1 2018 Filed on May 07, 2018
1,000
N/A
Dow Du Pont, Inc.
Q1 2018 Filed on May 07, 2018
838
N/A
PSX
Phillips 66

Energy
Q1 2018 Filed on May 07, 2018
342
$89.58 - $106.9 $30.6K - $36.6K
WU
Western Union CO

Financial Services
Q1 2018 Filed on May 07, 2018
2,400
$18.81 - $21.49 $45.1K - $51.6K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2017 Filed on Jan 30, 2018
1,469
$29.81 - $31.09 $43.8K - $45.7K
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