Morgan Rosel Wealth Management, LLC Closed Holding Positions

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
4,229
$171.61 - $208.74 $726K - $883K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Jul 27, 2022
1,780
$280.61 - $420.45 $499K - $748K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 27, 2022
1,719
$389.13 - $547.75 $669K - $942K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
4,723
$94.02 - $198.2 $444K - $936K
PACW
Pacwest Bancorp

Financial Services
Q2 2022 Filed on Jul 27, 2022
18,573
$25.9 - $42.57 $481K - $791K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2022 Filed on Apr 22, 2022
2,460
$234.8 - $367.94 $578K - $905K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q1 2022 Filed on Apr 22, 2022
5,928
$132.87 - $168.87 $788K - $1M
WAT
Waters Corp

Healthcare
Q1 2022 Filed on Apr 22, 2022
1,912
$306.54 - $364.59 $586K - $697K
LRCX
Lam Research Corp

Technology
Q1 2022 Filed on Apr 22, 2022
1,612
$469.0 - $729.82 $756K - $1.18M
TNL
Travel & Leisure Co.

Consumer Cyclical
Q4 2021 Filed on Jan 24, 2022
13,124
$47.15 - $59.42 $619K - $780K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 24, 2022
3,100
$146.1 - $178.12 $453K - $552K
Contango Oil & Gas CO
Q4 2021 Filed on Jan 24, 2022
138,202
N/A
HOUS
Anywhere Real Estate Inc.

Real Estate
Q4 2021 Filed on Jan 24, 2022
39,066
$14.82 - $20.65 $579K - $807K
GPS
Gap Inc

Consumer Cyclical
Q4 2021 Filed on Jan 24, 2022
33,883
$15.98 - $25.5 $541K - $864K
HWM
Howmet Aerospace Inc.

Industrials
Q4 2021 Filed on Jan 24, 2022
21,608
$27.41 - $33.4 $592K - $722K
NWSA
News Corp

Communication Services
Q4 2021 Filed on Jan 24, 2022
35,144
$20.88 - $24.37 $734K - $856K
RCII
Rent A Center Inc De

Industrials
Q3 2021 Filed on Oct 26, 2021
15,606
$51.13 - $65.19 $798K - $1.02M
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2021 Filed on Oct 26, 2021
4,404
$43.46 - $53.08 $191K - $234K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Oct 26, 2021
600
$302.92 - $479.5 $182K - $288K
SNDL
Sundial Growers Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
15,382
$6.73 - $9.58 $104K - $147K
Trinseo S A
Q3 2021 Filed on Oct 26, 2021
18,778
N/A
TSCO
Tractor Supply CO

Consumer Cyclical
Q2 2021 Filed on Jul 28, 2021
3,880
$171.28 - $195.7 $665K - $759K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2021 Filed on Jul 28, 2021
4,867
$161.53 - $199.66 $786K - $972K
URTY
Proshares Trust Proshrs Ultrap

ETFs
Q2 2021 Filed on Jul 28, 2021
2,795
$92.61 - $122.07 $259K - $341K
ROK
Rockwell Automation, Inc

Industrials
Q1 2021 Filed on Apr 30, 2021
2,537
$241.05 - $273.55 $612K - $694K
MSCI
Msci Inc.

Financial Services
Q1 2021 Filed on Apr 30, 2021
2,182
$393.34 - $453.19 $858K - $989K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q1 2021 Filed on Apr 30, 2021
5,475
$42.51 - $47.01 $233K - $257K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 30, 2021
7,279
$157.49 - $182.87 $1.15M - $1.33M
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
13,283
$51.5 - $63.84 $684K - $848K
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
2,703
$176.9 - $223.09 $478K - $603K
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on Apr 30, 2021
847
$219.85 - $253.01 $186K - $214K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
5,600
$98.24 - $120.96 $550K - $677K
Stamps Com Inc
Q4 2020 Filed on Feb 11, 2021
2,159
N/A
NEM
Newmont Corp

Basic Materials
Q4 2020 Filed on Feb 11, 2021
10,204
$56.87 - $68.14 $580K - $695K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
5,500
$222.0 - $317.14 $1.22M - $1.74M
FCN
Fti Consulting, Inc

Industrials
Q3 2020 Filed on Oct 13, 2020
5,762
$104.9 - $122.37 $604K - $705K
CRUS
Cirrus Logic, Inc.

Technology
Q3 2020 Filed on Oct 13, 2020
7,931
$55.87 - $74.49 $443K - $591K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2020 Filed on Oct 13, 2020
6,611
$91.72 - $106.52 $606K - $704K
GNTX
Gentex Corp

Consumer Cyclical
Q3 2020 Filed on Oct 13, 2020
21,940
$24.91 - $28.22 $547K - $619K
INTC
Intel Corp

Technology
Q3 2020 Filed on Oct 13, 2020
8,743
$47.73 - $61.15 $417K - $535K
CDW
Cdw Corp

Technology
Q3 2020 Filed on Oct 13, 2020
5,385
$108.81 - $119.53 $586K - $644K
ALLE
Allegion PLC

Industrials
Q3 2020 Filed on Oct 13, 2020
5,854
$95.37 - $111.6 $558K - $653K
Seagate Technology PLC
Q3 2020 Filed on Oct 13, 2020
11,067
N/A
ALL
Allstate Corp

Financial Services
Q2 2020 Filed on Jul 13, 2020
6,063
$85.79 - $106.99 $520K - $649K
Global X Fds
Q2 2020 Filed on Jul 13, 2020
14,767
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q1 2020 Filed on Apr 17, 2020
3,139
$70.89 - $104.72 $223K - $329K
CE
Celanese Corp

Basic Materials
Q1 2020 Filed on Apr 17, 2020
5,095
$59.12 - $121.43 $301K - $619K
Santander Consumer Usa Hdg I
Q1 2020 Filed on Apr 17, 2020
23,430
N/A
CACC
Credit Acceptance Corp

Financial Services
Q1 2020 Filed on Apr 17, 2020
1,603
$234.35 - $466.84 $376K - $748K
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