Marshall Financial Group LLC Closed Holding Positions

Marshall Financial Group LLC

  • $408 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q4 2021 Filed on Jan 27, 2022
21,491
$43.14 - $52.02 $927K - $1.12M
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
4,185
$74.42 - $85.34 $311K - $357K
CHE
Chemed Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
1,496
$407.54 - $536.14 $610K - $802K
CLX
Clorox CO

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
3,848
$158.99 - $178.17 $612K - $686K
DGX
Quest Diagnostics Inc

Healthcare
Q4 2021 Filed on Jan 27, 2022
5,860
$140.36 - $173.01 $823K - $1.01M
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Jan 27, 2022
1,820
$114.05 - $133.51 $208K - $243K
WAL
Western Alliance Bancorporation

Financial Services
Q4 2021 Filed on Jan 27, 2022
7,362
$98.78 - $122.78 $727K - $904K
BHP
Bhp Group LTD

Basic Materials
Q4 2021 Filed on Jan 27, 2022
10,636
$46.65 - $53.84 $496K - $573K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q4 2021 Filed on Jan 27, 2022
7,517
N/A
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q3 2021 Filed on Oct 28, 2021
16,319
$36.24 - $37.46 $591K - $611K
DTH
Wisdomtree Tr

ETFs
Q3 2021 Filed on Oct 28, 2021
5,339
$37.89 - $40.59 $202K - $217K
UNH
Unitedhealth Group Inc

Healthcare
Q3 2021 Filed on Oct 28, 2021
575
$390.74 - $429.71 $225K - $247K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q3 2021 Filed on Oct 28, 2021
14,819
$43.1 - $44.18 $639K - $655K
SNDL
Sundial Growers Inc.

Healthcare
Q3 2021 Filed on Oct 28, 2021
10,000
$6.73 - $9.58 $67.3K - $95.8K
Maxim Integrated Prods Inc
Q3 2021 Filed on Oct 28, 2021
11,922
N/A
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2021 Filed on Oct 28, 2021
590
$60.41 - $67.15 $35.6K - $39.6K
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