Rockwood Wealth Management, LLC Closed Holding Positions

Rockwood Wealth Management, LLC

  • $909 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ACN
Accenture PLC

Technology
Q1 2022 Filed on Jul 20, 2023
522
$301.62 - $407.21 $157K - $213K
KO
Coca Cola CO

Consumer Defensive
Q1 2022 Filed on Jul 20, 2023
4,209
$57.88 - $62.85 $244K - $265K
CSX
Csx Corp

Industrials
Q1 2022 Filed on Jul 20, 2023
31,250
$33.34 - $37.8 $1.04M - $1.18M
DE
Deere & CO

Industrials
Q1 2022 Filed on Jul 20, 2023
1,879
$337.52 - $436.45 $634K - $820K
MET
Metlife Inc

Financial Services
Q1 2022 Filed on Jul 20, 2023
5,150
$61.96 - $71.63 $319K - $369K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on Jul 20, 2023
888
$186.63 - $338.54 $166K - $301K
MRK
Merck & Co., Inc.

Healthcare
Q1 2022 Filed on Jul 20, 2023
3,865
$73.51 - $82.4 $284K - $318K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on Jul 20, 2023
1,796
$222.0 - $269.69 $399K - $484K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2022 Filed on Jul 20, 2023
7,623
$128.3 - $168.44 $978K - $1.28M
JNJ
Johnson & Johnson

Healthcare
Q1 2022 Filed on Jul 20, 2023
8,268
$158.14 - $179.59 $1.31M - $1.48M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2022 Filed on Jul 20, 2023
3,276
$55.84 - $65.41 $183K - $214K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2022 Filed on Jul 20, 2023
5,541
$62.09 - $71.89 $344K - $398K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Jul 20, 2023
1,972
$130.25 - $170.4 $257K - $336K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2022 Filed on Jul 20, 2023
4,430
$61.24 - $72.68 $271K - $322K
IBM
International Business Machines Corp

Technology
Q1 2022 Filed on Jul 20, 2023
2,092
$121.35 - $138.22 $254K - $289K
INTC
Intel Corp

Technology
Q1 2022 Filed on Jul 20, 2023
6,745
$44.4 - $55.91 $299K - $377K
XOM
Exxon Mobil Corp

Energy
Q1 2022 Filed on Jul 20, 2023
7,733
$63.54 - $87.78 $491K - $679K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Jul 20, 2023
2,307
$129.03 - $157.89 $298K - $364K
ABBV
Abb Vie Inc.

Healthcare
Q1 2022 Filed on Jul 20, 2023
3,065
$131.98 - $163.75 $405K - $502K
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email