Moller Financial Services Closed Holding Positions

Moller Financial Services

  • $369 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
General Electric CO
Q2 2022 Filed on Jul 21, 2022
3,633
N/A
GNR
Spdr S&P Global Natural Resour

ETFs
Q2 2022 Filed on Jul 21, 2022
5,738
N/A
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
7,940
$16.74 - $20.66 $133K - $164K
BHTG
Renovare Environmental, Inc.

Industrials
Q1 2021 Filed on Apr 19, 2021
10,000
N/A
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 19, 2021
11,700
$107.6 - $121.88 $1.26M - $1.43M
AMGN
Amgen Inc

Healthcare
Q1 2021 Filed on Apr 19, 2021
6,653
$221.91 - $258.6 $1.48M - $1.72M
FITB
Fifth Third Bancorp

Financial Services
Q1 2021 Filed on Apr 19, 2021
8,341
$27.23 - $39.09 $227K - $326K
AAPL
Apple Inc.

Technology
Q1 2021 Filed on Apr 19, 2021
5,308
$116.36 - $143.16 $618K - $760K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q1 2021 Filed on Apr 19, 2021
8,785
N/A
MMM
3 M CO

Industrials
Q1 2021 Filed on Apr 19, 2021
1,189
$165.2 - $195.74 $196K - $233K
NEE
Nextera Energy Inc

Utilities
Q3 2020 Filed on Oct 19, 2020
1,000
$61.56 - $73.93 $61.6K - $73.9K
CME
Cme Group Inc.

Financial Services
Q3 2020 Filed on Oct 19, 2020
2,451
$162.35 - $177.03 $398K - $434K
MSFT
Microsoft Corp

Technology
Q3 2020 Filed on Oct 19, 2020
1,212
$200.39 - $231.65 $243K - $281K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on Apr 20, 2020
3,900
$28.46 - $63.5 $111K - $248K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 20, 2020
8,236
$30.61 - $46.3 $252K - $381K
GLD
Spdr Gold Trust

ETFs
Q3 2019 Filed on Oct 18, 2019
1,630
$130.62 - $146.66 $213K - $239K
KMT
Kennametal Inc

Industrials
Q3 2019 Filed on Oct 18, 2019
6,000
$27.75 - $36.23 $167K - $217K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2019 Filed on Oct 18, 2019
66,067
$29.06 - $30.0 $1.92M - $1.98M
Dowdupont Inc
Q2 2019 Filed on Jul 19, 2019
26,004
N/A
CWENA
Clearway Energy Inc Cl A
Q2 2019 Filed on Jul 19, 2019
13,395
N/A
CDW
Cdw Corp

Technology
Q2 2019 Filed on Jul 19, 2019
8,501
$98.44 - $111.0 $837K - $944K
WDAY
Workday, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
1,750
$185.47 - $220.11 $325K - $385K
CWEN
Clearway Energy, Inc.

Utilities
Q2 2019 Filed on Jul 19, 2019
43,821
$14.96 - $17.0 $656K - $745K
ABBV
Abb Vie Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
7,126
$65.7 - $83.98 $468K - $598K
Mb Financial Inc New
Q1 2019 Filed on Apr 16, 2019
11,696
N/A
KO
Coca Cola CO

Consumer Defensive
Q1 2019 Filed on Apr 16, 2019
6,200
$44.69 - $49.79 $277K - $309K
HON
Honeywell International Inc

Industrials
Q1 2019 Filed on Apr 16, 2019
2,051
$130.07 - $158.92 $267K - $326K
ABT
Abbott Laboratories

Healthcare
Q1 2019 Filed on Apr 16, 2019
7,332
$66.22 - $80.06 $486K - $587K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2019 Filed on Apr 16, 2019
5,068
$173.97 - $189.9 $882K - $962K
MRK
Merck & Co., Inc.

Healthcare
Q1 2019 Filed on Apr 16, 2019
7,361
$69.58 - $79.36 $512K - $584K
PEP
Pepsico Inc

Consumer Defensive
Q1 2019 Filed on Apr 16, 2019
4,270
$107.32 - $122.55 $458K - $523K
IBM
International Business Machines Corp

Technology
Q1 2019 Filed on Apr 16, 2019
1,950
$107.94 - $135.22 $210K - $264K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2018 Filed on Jan 16, 2019
963,274
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2018 Filed on Aug 02, 2018
3,260
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 02, 2018
168,447
N/A
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