Taylor Wealth Management Partners Closed Holding Positions

Taylor Wealth Management Partners

  • $176 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
CMA
Comerica Inc

Financial Services
Q1 2019 Filed on May 14, 2019
20
$69.28 - $88.31 $1.39K - $1.77K
VERI
Veritone, Inc.

Technology
Q1 2019 Filed on May 14, 2019
90
$4.49 - $7.12 $404 - $641
EXP
Eagle Materials Inc

Basic Materials
Q1 2019 Filed on May 14, 2019
51
$61.75 - $84.3 $3.15K - $4.3K
CSCO
Cisco Systems, Inc.

Technology
Q1 2019 Filed on May 14, 2019
2,794
$41.07 - $53.99 $115K - $151K
INTC
Intel Corp

Technology
Q1 2019 Filed on May 14, 2019
610
$44.49 - $54.64 $27.1K - $33.3K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2019 Filed on May 14, 2019
40
$60.46 - $71.95 $2.42K - $2.88K
Inven Trust Properties Corp.
Q1 2019 Filed on May 14, 2019
974
N/A
CVX
Chevron Corp

Energy
Q1 2019 Filed on May 14, 2019
200
$108.57 - $125.88 $21.7K - $25.2K
JNJ
Johnson & Johnson

Healthcare
Q1 2019 Filed on May 14, 2019
265
$125.72 - $139.79 $33.3K - $37K
KEY
Keycorp

Financial Services
Q1 2019 Filed on May 14, 2019
285
$14.97 - $17.95 $4.27K - $5.12K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2019 Filed on May 14, 2019
200
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2019 Filed on May 14, 2019
1,000
$107.87 - $123.9 $108K - $124K
IBM
International Business Machines Corp

Technology
Q1 2019 Filed on May 14, 2019
1,000
$107.94 - $135.22 $108K - $135K
Burke & Herbert Bank & Trust C
Q1 2019 Filed on May 14, 2019
5
N/A
Highlands Reit Inc.
Q1 2019 Filed on May 14, 2019
974
N/A
CSGP
Costar Group, Inc.

Real Estate
Q1 2019 Filed on May 14, 2019
125
$32.73 - $47.69 $4.09K - $5.96K
LLY
Eli Lilly & CO

Healthcare
Q1 2019 Filed on May 14, 2019
100
$111.31 - $131.02 $11.1K - $13.1K
DOV
Dover Corp

Industrials
Q1 2019 Filed on May 14, 2019
1,000
$69.79 - $93.8 $69.8K - $93.8K
XOM
Exxon Mobil Corp

Energy
Q1 2019 Filed on May 14, 2019
1,921
$68.62 - $81.79 $132K - $157K
META
Meta Platforms, Inc.

Communication Services
Q1 2019 Filed on May 14, 2019
21
$131.74 - $173.37 $2.77K - $3.64K
FDS
Factset Research Systems Inc

Financial Services
Q1 2019 Filed on May 14, 2019
25
$194.0 - $248.27 $4.85K - $6.21K
Dnib Unwind, Inc.
Q1 2019 Filed on May 14, 2019
1,500
N/A
AORT
Artivion, Inc.

Healthcare
Q1 2019 Filed on May 14, 2019
233
$25.85 - $30.47 $6.02K - $7.1K
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
Q1 2019 Filed on May 14, 2019
2,152
$9.59 - $11.4 $20.6K - $24.5K
CMCSA
Comcast Corp

Communication Services
Q1 2019 Filed on May 14, 2019
300
$34.37 - $40.47 $10.3K - $12.1K
HCSG
Healthcare Services Group Inc

Healthcare
Q1 2019 Filed on May 14, 2019
125
$30.91 - $44.09 $3.86K - $5.51K
T
At&T Inc.

Communication Services
Q1 2019 Filed on May 14, 2019
1,470
$22.18 - $23.72 $32.6K - $34.9K
Dominion Midstream Partners, L
Q1 2019 Filed on May 14, 2019
1,900
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2019 Filed on May 14, 2019
1,000
$66.44 - $91.91 $66.4K - $91.9K
PSX
Phillips 66

Energy
Q1 2019 Filed on May 14, 2019
29
$86.9 - $98.89 $2.52K - $2.87K
NSSC
Napco Security Technologies, Inc

Industrials
Q1 2019 Filed on May 14, 2019
250
$7.3 - $11.03 $1.83K - $2.76K
NOK
Nokia Corp

Technology
Q1 2019 Filed on May 14, 2019
64
$5.57 - $6.6 $356 - $422
Western Gas Partners LP
Q1 2019 Filed on May 14, 2019
85
N/A
PII
Polaris Inc.

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
38
$74.73 - $90.84 $2.84K - $3.45K
MS
Morgan Stanley

Financial Services
Q1 2019 Filed on May 14, 2019
425
$39.68 - $44.49 $16.9K - $18.9K
PCAR
Paccar Inc

Industrials
Q1 2019 Filed on May 14, 2019
75
$56.52 - $69.89 $4.24K - $5.24K
ACN
Accenture PLC

Technology
Q1 2019 Filed on May 14, 2019
10
$135.79 - $176.02 $1.36K - $1.76K
Aer Energy Resources, Inc
Q1 2019 Filed on May 14, 2019
10
N/A
AZN
Astrazeneca PLC

Healthcare
Q1 2019 Filed on May 14, 2019
300
$35.49 - $43.02 $10.6K - $12.9K
MFC
Manulife Financial Corp

Financial Services
Q1 2019 Filed on May 14, 2019
700
$14.28 - $17.72 $10K - $12.4K
ASH
Ashland Global Holdings Inc

Basic Materials
Q1 2019 Filed on May 14, 2019
150
$69.3 - $79.5 $10.4K - $11.9K
An Ts Software, Inc.
Q1 2019 Filed on May 14, 2019
3,000
N/A
AXP
American Express CO

Financial Services
Q1 2019 Filed on May 14, 2019
100
$93.43 - $113.55 $9.34K - $11.4K
Express Scripts Holding Compan
Q4 2018 Filed on Jan 14, 2019
11
N/A
Eqt Midstream Partners, LP
Q4 2018 Filed on Jan 14, 2019
75
N/A
Energy Transfer Partners, L.P.
Q4 2018 Filed on Jan 14, 2019
17,576
N/A
GEL
Genesis Energy LP

Energy
Q4 2018 Filed on Jan 14, 2019
325
$17.79 - $25.16 $5.78K - $8.18K
Western Gas Equity Partners, L
Q4 2018 Filed on Jan 14, 2019
3,100
N/A
LMT
Lockheed Martin Corp

Industrials
Q4 2018 Filed on Jan 14, 2019
50
$245.22 - $349.93 $12.3K - $17.5K
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