O'Brien Wealth Partners LLC Closed Holding Positions

O'Brien Wealth Partners LLC

  • $607 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MFC
Manulife Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
166
$13.59 - $18.05 $2.26K - $3K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
105
$15.52 - $22.0 $1.63K - $2.31K
RF
Regions Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
370
$12.57 - $18.69 $4.65K - $6.92K
PUK
Prudential PLC

Financial Services
Q4 2018 Filed on Jan 17, 2019
67
$32.7 - $44.22 $2.19K - $2.96K
Perspecta Inc
Q4 2018 Filed on Jan 17, 2019
29
N/A
PTEN
Patterson Uti Energy Inc

Energy
Q4 2018 Filed on Jan 17, 2019
282
$9.67 - $17.95 $2.73K - $5.06K
PAM
Pampa Energy Inc.

Utilities
Q4 2018 Filed on Jan 17, 2019
66
$28.39 - $37.45 $1.87K - $2.47K
NOC
Northrop Grumman Corp

Industrials
Q4 2018 Filed on Jan 17, 2019
24
$226.23 - $320.34 $5.43K - $7.69K
New Oriental Ed & Tech Grp I
Q4 2018 Filed on Jan 17, 2019
36
N/A
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
656
$4.71 - $6.45 $3.09K - $4.23K
MTOR
Meritor, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
90
$15.62 - $20.13 $1.41K - $1.81K
EQIX
Equinix Inc

Real Estate
Q4 2018 Filed on Jan 17, 2019
14
$339.02 - $431.81 $4.75K - $6.05K
HPQ
Hp Inc

Technology
Q4 2018 Filed on Jan 17, 2019
712
$19.38 - $26.42 $13.8K - $18.8K
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Jan 17, 2019
59
$50.03 - $93.89 $2.95K - $5.54K
DEO
Diageo PLC

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
40
$131.94 - $145.65 $5.28K - $5.83K
CVS
Cvs Health Corp

Healthcare
Q4 2018 Filed on Jan 17, 2019
290
$62.92 - $80.8 $18.2K - $23.4K
Frontier Communications Corp
Q4 2018 Filed on Jan 17, 2019
56
N/A
CCL
Carnival Corp

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
113
$46.21 - $63.55 $5.22K - $7.18K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2018 Filed on Jan 17, 2019
135
$148.91 - $170.22 $20.1K - $23K
PTC
Ptc Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
8
$76.71 - $105.87 $614 - $847
COF
Capital One Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
33
$70.78 - $96.73 $2.34K - $3.19K
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2018 Filed on Jan 17, 2019
60
$9.78 - $13.95 $587 - $837
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
1,840
$57.88 - $67.39 $106K - $124K
AEP
American Electric Power CO Inc

Utilities
Q4 2018 Filed on Jan 17, 2019
122
$70.22 - $80.36 $8.57K - $9.8K
TTE
Total Energies Se

Energy
Q4 2018 Filed on Jan 17, 2019
454
$50.22 - $65.44 $22.8K - $29.7K
WY
Weyerhaeuser CO

Real Estate
Q4 2018 Filed on Jan 17, 2019
368
$21.1 - $31.98 $7.76K - $11.8K
ISCV
Ishares Morningstar Small Cap

ETFs
Q4 2018 Filed on Jan 17, 2019
25
$39.01 - $50.97 $975 - $1.27K
BAC
Bank Of America Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
884
$22.73 - $30.43 $20.1K - $26.9K
AKAM
Akamai Technologies Inc

Technology
Q4 2018 Filed on Jan 17, 2019
970
$58.33 - $72.55 $56.6K - $70.4K
EMN
Eastman Chemical CO

Basic Materials
Q4 2018 Filed on Jan 17, 2019
310
$67.69 - $97.36 $21K - $30.2K
WFC
Wells Fargo & Company

Financial Services
Q4 2018 Filed on Jan 17, 2019
5
$43.6 - $54.46 $218 - $272
F
Ford Motor CO

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
349
$7.63 - $9.6 $2.66K - $3.35K
United Technologies Corp
Q4 2018 Filed on Jan 17, 2019
165
N/A
MMM
3 M CO

Industrials
Q4 2018 Filed on Jan 17, 2019
380
$178.62 - $215.76 $67.9K - $82K
CMCSA
Comcast Corp

Communication Services
Q4 2018 Filed on Jan 17, 2019
332
$33.07 - $39.42 $11K - $13.1K
Unilever N V
Q4 2018 Filed on Jan 17, 2019
270
N/A
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
5,000
$11.29 - $15.56 $56.4K - $77.8K
General Electric CO
Q4 2018 Filed on Jan 17, 2019
1,410
N/A
NVS
Novartis Ag

Healthcare
Q4 2018 Filed on Jan 17, 2019
5
$73.66 - $82.02 $368 - $410
CAT
Caterpillar Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
145
$112.34 - $158.22 $16.3K - $22.9K
IP
International Paper CO

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
53
$35.57 - $47.63 $1.89K - $2.52K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2018 Filed on Jan 17, 2019
168
$38.0 - $42.93 $6.38K - $7.21K
ELME
Elme Communities
Q4 2018 Filed on Jan 17, 2019
225
N/A
DVN
Devon Energy Corp

Energy
Q4 2018 Filed on Jan 17, 2019
100
$20.98 - $40.65 $2.1K - $4.07K
DGX
Quest Diagnostics Inc

Healthcare
Q4 2018 Filed on Jan 17, 2019
38
$79.75 - $108.38 $3.03K - $4.12K
Express Scripts Hldg CO
Q4 2018 Filed on Jan 17, 2019
470
N/A
LNC
Lincoln National Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
760
$48.79 - $70.58 $37.1K - $53.6K
Columbia Ppty Tr Inc
Q4 2018 Filed on Jan 17, 2019
123
N/A
AROW
Arrow Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
8
$30.17 - $36.16 $241 - $289
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