Northwest Quadrant Wealth Management, LLC Purchases and Sells in Q3 2024

Northwest Quadrant Wealth Management, LLC

44 operations

Stock	Shares change	Price Range	Shares Held
SCHX	868 + 0.06%	$61.11 - $67.85 $53K - $58.9K	1.52M $103M
VO	967 + 0.43%	$237.84 - $263.83 $230K - $255K	226K $59.6M
IJR	347 + 0.08%	$105.53 - $118.34 $36.6K - $41.1K	435K $50.9M
SCHD	11.2K + 3.03%	$77.02 - $85.06 $859K - $949K	380K $32.1M
VBR	974 + 0.75%	$179.99 - $201.6 $175K - $196K	130K $26.2M
TFLO	18K + 2.38%	$50.42 - $50.66 $908K - $912K	775K $39.2M

4 operations

Stock	Shares change	Price Range	Shares Held
KO	3.13K New	$62.69 - $73.01 $196K - $229K	3.13K $225K
SCHF	5.06K New	$36.98 - $41.55 $187K - $210K	5.06K $208K
AXP	765 New	$225.92 - $271.17 $173K - $207K	765 $207K
FBHS	2.36K New	N/A	2.36K $152K

13 operations

Stock	Shares change	Price Range	Shares Held
BA	-170 - 4.23%	$152.04 - $190.6 $25.8K - $32.4K	3.85K $585K
MKL	-20 - 11.05%	$1494.55 - $1645.69 $29.9K - $32.9K	161 $252K
CODI	-1.04K - 7.65%	$20.23 - $24.06 $21.1K - $25.1K	12.6K $278K
ABT	-109 - 4.67%	$100.07 - $118.13 $10.9K - $12.9K	2.22K $253K
CMI	-153 - 8.46%	$266.63 - $326.4 $40.8K - $49.9K	1.66K $535K
PAYX	-25 - 0.88%	$116.17 - $135.19 $2.9K - $3.38K	2.81K $377K

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