Precision Wealth Strategies, LLC Closed Holding Positions

Precision Wealth Strategies, LLC

  • $87.6 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VZ
Verizon Communications Inc

Communication Services
Q2 2022 Filed on Jul 14, 2022
5,591
$46.23 - $55.01 $258K - $308K
CVX
Chevron Corp

Energy
Q2 2022 Filed on Jul 14, 2022
1,237
$142.43 - $181.13 $176K - $224K
APA
Apa Corp

Energy
Q2 2022 Filed on Jul 14, 2022
6,524
$34.9 - $51.39 $228K - $335K
ABC
Amerisourcebergen Corp

Healthcare
Q2 2022 Filed on Jul 14, 2022
3,298
$140.68 - $165.73 $464K - $547K
MRO
Marathon Oil Corp

Energy
Q2 2022 Filed on Jul 14, 2022
9,824
$22.02 - $32.17 $216K - $316K
ADBE
Adobe Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
644
$360.79 - $468.81 $232K - $302K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
2,065
$116.67 - $157.83 $241K - $326K
MU
Micron Technology Inc

Technology
Q2 2022 Filed on Jul 14, 2022
3,094
$55.01 - $77.67 $170K - $240K
SII
Sprott Inc.

Financial Services
Q2 2022 Filed on Jul 14, 2022
7,346
$34.66 - $56.84 $255K - $418K
GAN
Gan LTD

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
16,230
$2.96 - $4.95 $48K - $80.3K
GOOG
Alphabet Inc.

Communication Services
Q2 2022 Filed on Jul 14, 2022
72
$105.84 - $143.64 $7.62K - $10.3K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
1,597
$137.4 - $239.86 $219K - $383K
DVN
Devon Energy Corp

Energy
Q2 2022 Filed on Jul 14, 2022
3,712
$53.77 - $78.04 $200K - $290K
FANG
Diamondback Energy, Inc.

Energy
Q2 2022 Filed on Jul 14, 2022
1,786
$119.24 - $160.4 $213K - $286K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
8,290
$146.67 - $178.24 $1.22M - $1.48M
VLO
Valero Energy Corp

Energy
Q2 2022 Filed on Jul 14, 2022
2,312
$100.74 - $145.08 $233K - $335K
SPGI
S&P Global Inc.

Financial Services
Q2 2022 Filed on Jul 14, 2022
757
$316.03 - $414.99 $239K - $314K
OKTA
Okta, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
1,707
$78.77 - $160.42 $134K - $274K
MRVL
Marvell Technology, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
3,134
$43.53 - $72.96 $136K - $229K
IAC
Iac/Inter Active Corp

Communication Services
Q2 2022 Filed on Jul 14, 2022
2,609
$72.63 - $105.48 $189K - $275K
HAL
Halliburton CO

Energy
Q2 2022 Filed on Jul 14, 2022
5,616
$30.04 - $42.97 $169K - $241K
EXPD
Expeditors International Of Washington Inc

Industrials
Q2 2022 Filed on Jul 14, 2022
2,053
$94.22 - $114.83 $193K - $236K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 14, 2022
2,478
$93.29 - $138.58 $231K - $343K
OPRX
Optimize Rx Corp

Healthcare
Q2 2022 Filed on Jul 14, 2022
8,094
$21.94 - $40.49 $178K - $328K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Jul 14, 2022
824
$221.57 - $260.8 $183K - $215K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Jul 14, 2022
2,051
$150.2 - $182.71 $308K - $375K
PWFL
Power Fleet, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
53,870
$2.17 - $2.98 $117K - $161K
HROW
Harrow Health, Inc.

Healthcare
Q2 2022 Filed on Jul 14, 2022
50,158
$5.75 - $7.74 $288K - $388K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 14, 2022
12,174
$38.49 - $76.21 $469K - $928K
Aspen Technology Inc
Q2 2022 Filed on Jul 14, 2022
3,598
N/A
NKE
Nike, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
1,630
$102.2 - $137.05 $167K - $223K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q2 2022 Filed on Jul 14, 2022
5,609
$38.28 - $53.92 $215K - $302K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 04, 2022
1,095
$153.19 - $251.05 $168K - $275K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2022 Filed on May 04, 2022
52,197
$43.98 - $51.33 $2.3M - $2.68M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q1 2022 Filed on May 04, 2022
72,526
$25.49 - $27.2 $1.85M - $1.97M
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on May 04, 2022
46,481
$50.1 - $50.39 $2.33M - $2.34M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on May 04, 2022
7,503
$45.5 - $70.45 $341K - $529K
BLCN
Siren ETF Tr
Q1 2022 Filed on May 04, 2022
5,529
N/A
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
Q4 2021 Filed on Jan 19, 2022
19,702
$52.06 - $57.22 $1.03M - $1.13M
TTAI
Fcf International Quality ETF
Q4 2021 Filed on Jan 19, 2022
7,497
N/A
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 19, 2022
4,006
$146.1 - $178.12 $585K - $714K
Ncino Inc
Q4 2021 Filed on Jan 19, 2022
6,838
N/A
V
Visa Inc.

Financial Services
Q4 2021 Filed on Jan 19, 2022
2,032
$190.16 - $233.88 $386K - $475K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Jan 19, 2022
6,369
$53.63 - $62.52 $342K - $398K
WMT
Walmart Inc.

Consumer Defensive
Q3 2021 Filed on Nov 02, 2021
2,755
$139.32 - $151.45 $384K - $417K
HSY
Hershey CO

Consumer Defensive
Q3 2021 Filed on Nov 02, 2021
1,292
$168.68 - $182.13 $218K - $235K
FITB
Fifth Third Bancorp

Financial Services
Q3 2021 Filed on Nov 02, 2021
6,293
$34.63 - $43.6 $218K - $274K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 02, 2021
3,508
$50.37 - $80.29 $177K - $282K
Redwood Tr Inc
Q3 2021 Filed on Nov 02, 2021
50,000
N/A
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