Mitchell & Pahl Private Wealth, LLC Closed Holding Positions

Mitchell & Pahl Private Wealth, LLC

  • $209 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BSY
Bentley Systems Inc

Technology
Q2 2022 Filed on Jul 25, 2022
4,936
$27.72 - $44.85 $137K - $221K
Aspen Technology Inc
Q2 2022 Filed on Jul 25, 2022
2,151
N/A
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Jul 25, 2022
2,234
$87.4 - $113.09 $195K - $253K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
1,838
$72.27 - $137.54 $133K - $253K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
13,138
$2.87 - $5.19 $37.7K - $68.2K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
4,800
$26.91 - $44.24 $129K - $212K
OTIS
Otis Worldwide Corp

Industrials
Q2 2022 Filed on Jul 25, 2022
4,533
$67.88 - $77.54 $308K - $351K
MSCI
Msci Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
954
$379.08 - $519.51 $362K - $496K
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Jul 25, 2022
20,242
$35.76 - $51.7 $724K - $1.05M
THO
Thor Industries Inc

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
3,667
$69.02 - $89.17 $253K - $327K
CDW
Cdw Corp

Technology
Q2 2022 Filed on Jul 25, 2022
3,061
$155.94 - $179.0 $477K - $548K
INTC
Intel Corp

Technology
Q2 2022 Filed on Jul 25, 2022
5,667
$36.97 - $49.2 $210K - $279K
WDC
Western Digital Corp

Technology
Q1 2022 Filed on Apr 14, 2022
4,170
$44.47 - $67.62 $185K - $282K
TRU
Trans Union

Industrials
Q1 2022 Filed on Apr 14, 2022
1,938
$86.12 - $118.22 $167K - $229K
TECH
Bio Techne Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
417
$353.85 - $487.79 $148K - $203K
PNR
Pentair PLC

Industrials
Q1 2022 Filed on Apr 14, 2022
3,149
$53.68 - $71.86 $169K - $226K
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on Apr 14, 2022
11,868
N/A
Nuance Communications Inc
Q1 2022 Filed on Apr 14, 2022
11,127
N/A
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 14, 2022
15,566
N/A
TFX
Teleflex Inc

Healthcare
Q4 2021 Filed on Jan 19, 2022
555
$289.48 - $383.27 $161K - $213K
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
5,631
$36.31 - $45.23 $204K - $255K
Discovery Inc
Q4 2021 Filed on Jan 19, 2022
8,399
N/A
Cree Inc
Q4 2021 Filed on Jan 19, 2022
5,347
N/A
GH
Guardant Health, Inc.

Healthcare
Q4 2021 Filed on Jan 19, 2022
1,624
$88.71 - $120.43 $144K - $196K
VIV
Telefonica Brasil S.A.

Communication Services
Q3 2021 Filed on Nov 03, 2021
10,463
$7.69 - $8.46 $80.5K - $88.5K
ATR
Aptargroup, Inc.

Healthcare
Q3 2021 Filed on Nov 03, 2021
1,641
$119.35 - $141.18 $196K - $232K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2021 Filed on Jul 14, 2021
3,300
$51.18 - $63.61 $169K - $210K
Seagate Technology PLC
Q2 2021 Filed on Jul 14, 2021
13,610
N/A
WEX
Wex Inc.

Technology
Q2 2021 Filed on Jul 14, 2021
1,015
$187.76 - $229.02 $191K - $232K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 14, 2021
1,000
$302.26 - $351.85 $302K - $352K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2021 Filed on Apr 29, 2021
1,000
$299.94 - $336.45 $300K - $336K
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,000
$563.0 - $883.09 $563K - $883K
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