Moser Wealth Advisors, LLC Closed Holding Positions

Moser Wealth Advisors, LLC

  • $190 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FVD
First Tr Value Line Divid Inde

ETFs
Q2 2021 Filed on Jul 29, 2021
92
$38.16 - $40.72 $3.51K - $3.75K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2021 Filed on Jul 29, 2021
28
$87.33 - $104.45 $2.45K - $2.92K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2021 Filed on Jul 29, 2021
10
$243.4 - $270.23 $2.43K - $2.7K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2021 Filed on Jul 29, 2021
1
$605.5 - $721.45 $606 - $721
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2021 Filed on Jul 29, 2021
8,125
$48.18 - $48.51 $391K - $394K
O
Realty Income Corp

Real Estate
Q1 2021 Filed on May 05, 2021
57
$55.99 - $62.23 $3.19K - $3.55K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2021 Filed on May 05, 2021
200
$128.33 - $139.05 $25.7K - $27.8K
MPLX
Mplx LP

Energy
Q1 2021 Filed on May 05, 2021
1,428
$21.97 - $26.36 $31.4K - $37.6K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2021 Filed on May 05, 2021
981
$40.34 - $46.52 $39.6K - $45.6K
Aphria Inc
Q1 2021 Filed on May 05, 2021
10,000
N/A
COP
Conocophillips

Energy
Q1 2021 Filed on May 05, 2021
50
$39.57 - $59.83 $1.98K - $2.99K
Qep Resources Inc
Q4 2020 Filed on Jan 29, 2021
200
N/A
GIS
General Mills Inc

Consumer Defensive
Q4 2020 Filed on Jan 29, 2021
400
$58.36 - $62.72 $23.3K - $25.1K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2020 Filed on Jan 29, 2021
1,155
$28.81 - $38.76 $33.3K - $44.8K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2020 Filed on Jan 29, 2021
300
$30.59 - $33.49 $9.18K - $10K
WELL
Welltower Inc.

Real Estate
Q3 2020 Filed on Oct 26, 2020
504
$49.2 - $61.12 $24.8K - $30.8K
General Electric CO
Q3 2020 Filed on Oct 26, 2020
583
N/A
Seattle Genetics Inc
Q3 2020 Filed on Oct 26, 2020
4,200
N/A
USB
Us Bancorp \De\

Financial Services
Q3 2020 Filed on Oct 26, 2020
550
$34.22 - $38.31 $18.8K - $21.1K
EPR
Epr Properties

Real Estate
Q2 2020 Filed on Jul 22, 2020
995
$19.8 - $44.0 $19.7K - $43.8K
IOO
Ishares Tr Global 100 ETF

ETFs
Q2 2020 Filed on Jul 22, 2020
633
$42.9 - $54.38 $27.2K - $34.4K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q2 2020 Filed on Jul 22, 2020
3,530
$3.46 - $7.06 $12.2K - $24.9K
BSQR
Bsquare Corp

Technology
Q2 2020 Filed on Jul 22, 2020
1,000
$0.93 - $1.83 $930 - $1.83K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q2 2020 Filed on Jul 22, 2020
953
$18.25 - $32.75 $17.4K - $31.2K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 22, 2020
10,000
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q2 2020 Filed on Jul 22, 2020
1,000
$13.79 - $22.31 $13.8K - $22.3K
ARLP
Alliance Resource Partners LP

Energy
Q2 2020 Filed on Jul 22, 2020
1,870
$2.78 - $4.9 $5.2K - $9.16K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 22, 2020
115
$22.87 - $29.3 $2.63K - $3.37K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2020 Filed on Jul 22, 2020
50
$37.01 - $56.66 $1.85K - $2.83K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2020 Filed on Jul 22, 2020
8,295
$30.13 - $63.11 $250K - $523K
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2020 Filed on Jul 22, 2020
135
$67.78 - $77.96 $9.15K - $10.5K
TRGP
Targa Resources Corp.

Energy
Q2 2020 Filed on Jul 22, 2020
1,347
$5.89 - $26.15 $7.93K - $35.2K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2020 Filed on Apr 30, 2020
500
$41.61 - $71.42 $20.8K - $35.7K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q1 2020 Filed on Apr 30, 2020
600
$39.55 - $64.7 $23.7K - $38.8K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on Apr 30, 2020
299
$22.29 - $38.7 $6.66K - $11.6K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2020 Filed on Apr 30, 2020
300
$37.1 - $59.09 $11.1K - $17.7K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 30, 2020
6,350
$29.04 - $46.68 $184K - $296K
AB
Alliancebernstein Holding L.P.

Financial Services
Q1 2020 Filed on Apr 30, 2020
1,504
$14.66 - $35.82 $22K - $53.9K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
650
$59.89 - $77.35 $38.9K - $50.3K
EOG
Eog Resources Inc

Energy
Q1 2020 Filed on Apr 30, 2020
250
$29.76 - $89.29 $7.44K - $22.3K
SWN
Southwestern Energy CO

Energy
Q1 2020 Filed on Apr 30, 2020
8,450
$1.26 - $2.36 $10.6K - $19.9K
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
5
$108.5 - $143.85 $543 - $719
SAIC
Science Applications International Corp

Technology
Q1 2020 Filed on Apr 30, 2020
4
$51.92 - $96.0 $208 - $384
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2020 Filed on Apr 30, 2020
535
$20.7 - $34.9 $11.1K - $18.7K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 30, 2020
448
$18.68 - $28.22 $8.37K - $12.6K
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2020 Filed on Apr 30, 2020
81
$150.22 - $230.04 $12.2K - $18.6K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
1,425
$37.68 - $74.06 $53.7K - $106K
CVS
Cvs Health Corp

Healthcare
Q1 2020 Filed on Apr 30, 2020
21
$52.3 - $76.05 $1.1K - $1.6K
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