Northwest Quadrant Wealth Management, LLC Purchases and Sells in Q1 2025

Northwest Quadrant Wealth Management, LLC

21 operations

Stock	Shares change	Price Range	Shares Held
SCHD	309K + 26.02%	$27.01 - $28.54 $8.35M - $8.83M	1.5M $41.9M
TFLO	179K + 22.36%	$50.48 - $50.68 $9.02M - $9.06M	978K $49.6M
LLY	6 + 0.2%	$725.72 - $929.72 $4.35K - $5.58K	2.94K $2.42M
CVX	53 + 0.78%	$146.71 - $167.97 $7.78K - $8.9K	6.88K $1.15M
AMGN	4 + 0.46%	$258.59 - $327.36 $1.03K - $1.31K	875 $272K
MA	5 + 0.28%	$504.67 - $576.31 $2.52K - $2.88K	1.79K $980K

41 operations

Stock	Shares change	Price Range	Shares Held
IJR	-37.1K - 8.37%	$102.49 - $119.96 $3.8M - $4.45M	406K $42.5M
VO	-24.2K - 10.64%	$251.87 - $277.95 $6.08M - $6.71M	203K $52.5M
SHV	-45.5K - 15.03%	$110.11 - $110.51 $5.01M - $5.03M	257K $28.4M
LMT	-1.34K - 52.18%	$423.19 - $506.29 $567K - $679K	1.23K $549K
IEFA	-45.9K - 8.64%	$69.57 - $78.65 $3.2M - $3.61M	486K $36.7M
AAPL	-81 - 0.46%	$209.68 - $247.1 $17K - $20K	17.6K $3.91M

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