Northwest Wealth Management, LLC Closed Holding Positions

Northwest Wealth Management, LLC

  • $495 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
838
$49.61 - $55.48 $41.6K - $46.5K
BIIB
Biogen Inc.

Healthcare
Q2 2019 Filed on Jul 23, 2019
104
$219.29 - $241.72 $22.8K - $25.1K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2019 Filed on Jul 23, 2019
605
$22.33 - $23.63 $13.5K - $14.3K
DVY
Ishares Tr

ETFs
Q2 2019 Filed on Jul 23, 2019
1,080
N/A
FISV
Fiserv Inc

Technology
Q2 2019 Filed on Jul 23, 2019
179
$82.68 - $91.69 $14.8K - $16.4K
CLX
Clorox CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
629
$146.72 - $159.73 $92.3K - $100K
ED
Consolidated Edison Inc

Utilities
Q2 2019 Filed on Jul 23, 2019
56
$83.61 - $89.65 $4.68K - $5.02K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2019 Filed on Jul 23, 2019
1,170
N/A
XEL
Xcel Energy Inc

Utilities
Q2 2019 Filed on Jul 23, 2019
1,045
$54.68 - $61.54 $57.1K - $64.3K
GLW
Corning Inc

Technology
Q2 2019 Filed on Jul 23, 2019
1,082
$28.84 - $35.01 $31.2K - $37.9K
KSU
Kansas City Southern

Industrials
Q2 2019 Filed on Jul 23, 2019
76
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2019 Filed on Jul 23, 2019
400
$61.87 - $69.38 $24.7K - $27.8K
SWIR
Sierra Wireless Inc

Technology
Q2 2019 Filed on Jul 23, 2019
1,000
$11.56 - $14.15 $11.6K - $14.2K
COF
Capital One Financial Corp

Financial Services
Q2 2019 Filed on Jul 23, 2019
73
$84.48 - $94.26 $6.17K - $6.88K
Tier Reit Inc
Q2 2019 Filed on Jul 23, 2019
416
N/A
GLD
Spdr Gold Trust

ETFs
Q2 2019 Filed on Jul 23, 2019
121
$119.94 - $134.2 $14.5K - $16.2K
VHT
Vanguard Health Care ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
33
N/A
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
490
$52.94 - $68.44 $25.9K - $33.5K
BAX
Baxter International Inc

Healthcare
Q2 2019 Filed on Jul 23, 2019
105
$73.44 - $82.41 $7.71K - $8.65K
LNG
Cheniere Energy, Inc.

Energy
Q2 2019 Filed on Jul 23, 2019
1,000
$62.58 - $68.91 $62.6K - $68.9K
KSS
Kohls Corp

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
200
$45.98 - $75.48 $9.2K - $15.1K
MDU
Mdu Resources Group Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
1,351
$24.55 - $26.52 $33.2K - $35.8K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
315
$121.34 - $137.79 $38.2K - $43.4K
FITB
Fifth Third Bancorp

Financial Services
Q2 2019 Filed on Jul 23, 2019
185
$26.22 - $28.98 $4.85K - $5.36K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
960
$71.97 - $77.98 $69.1K - $74.9K
CMI
Cummins Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
39
$150.76 - $171.6 $5.88K - $6.69K
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
414
$117.32 - $125.8 $48.6K - $52.1K
SLB
Schlumberger Limited

Energy
Q2 2019 Filed on Jul 23, 2019
75
$34.69 - $47.41 $2.6K - $3.56K
D
Dominion Energy, Inc

Utilities
Q2 2019 Filed on Jul 23, 2019
1,000
$73.31 - $79.22 $73.3K - $79.2K
BDX
Becton Dickinson & CO

Healthcare
Q2 2019 Filed on Jul 23, 2019
18
$217.4 - $246.08 $3.91K - $4.43K
CVS
Cvs Health Corp

Healthcare
Q2 2019 Filed on Jul 23, 2019
34
$52.13 - $57.33 $1.77K - $1.95K
FDD
First Trust Stoxx European Sel

ETFs
Q2 2019 Filed on Jul 23, 2019
2,219
$12.26 - $13.32 $27.2K - $29.6K
CPB
Campbell Soup CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
300
$35.8 - $43.08 $10.7K - $12.9K
DUK
Duke Energy Corp

Utilities
Q2 2019 Filed on Jul 23, 2019
54
$85.53 - $91.12 $4.62K - $4.92K
FE
Firstenergy Corp

Utilities
Q2 2019 Filed on Jul 23, 2019
200
$39.44 - $43.97 $7.89K - $8.79K
Ferrellgas Partners L.P.
Q2 2019 Filed on Jul 23, 2019
1,713
N/A
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
34
$151.9 - $171.65 $5.16K - $5.84K
LADX
Ladrx Corporation
Q2 2019 Filed on Jul 23, 2019
40
N/A
GIS
General Mills Inc

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
1,441
$48.25 - $54.02 $69.5K - $77.8K
AEE
Ameren Corp

Utilities
Q2 2019 Filed on Jul 23, 2019
666
$70.48 - $77.45 $46.9K - $51.6K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
919
$38.32 - $44.6 $35.2K - $41K
WELL
Welltower Inc.

Real Estate
Q2 2019 Filed on Jul 23, 2019
1,081
$71.76 - $84.63 $77.6K - $91.5K
Meredith Corp
Q2 2019 Filed on Jul 23, 2019
221
N/A
HAL
Halliburton CO

Energy
Q2 2019 Filed on Jul 23, 2019
150
$21.07 - $31.81 $3.16K - $4.77K
CPT
Camden Property Trust

Real Estate
Q2 2019 Filed on Jul 23, 2019
390
$97.79 - $107.67 $38.1K - $42K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
100
N/A
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
1,325
$39.27 - $45.23 $52K - $59.9K
Apache Corp
Q2 2019 Filed on Jul 23, 2019
2,074
N/A
SU
Suncor Energy Inc

Energy
Q2 2019 Filed on Jul 23, 2019
779
$29.98 - $34.19 $23.4K - $26.6K
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