Tower View Investment Management & Research LLC Closed Holding Positions

Tower View Investment Management & Research LLC

  • $173 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CME
Cme Group Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
50
$188.48 - $244.3 $9.42K - $12.2K
BA
Boeing CO

Industrials
Q2 2022 Filed on Aug 08, 2022
2
$115.86 - $191.18 $232 - $382
SPOT
Spotify Technology S.A.

Communication Services
Q2 2022 Filed on Aug 08, 2022
4,891
$91.94 - $158.84 $450K - $777K
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
1
$168.06 - $275.16 $168 - $275
DAL
Delta Air Lines, Inc.

Industrials
Q2 2022 Filed on Aug 08, 2022
15
$28.97 - $44.73 $435 - $671
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Aug 08, 2022
42,490
$86.5 - $128.27 $3.68M - $5.45M
AXP
American Express CO

Financial Services
Q2 2022 Filed on Aug 08, 2022
200
$137.5 - $188.46 $27.5K - $37.7K
VDE
Vanguard Energy ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
1,896
$97.94 - $128.99 $186K - $245K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Aug 08, 2022
400
$49.43 - $58.65 $19.8K - $23.5K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
15
$47.02 - $191.65 $705 - $2.87K
VCR
Vanguard Consumer Discretionar

ETFs
Q2 2022 Filed on Aug 08, 2022
820
$222.74 - $312.09 $183K - $256K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Aug 08, 2022
4,034
$271.39 - $369.3 $1.09M - $1.49M
BMO
Bank Of Montreal

Financial Services
Q2 2022 Filed on Aug 08, 2022
500
$93.85 - $118.29 $46.9K - $59.1K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Aug 08, 2022
957
N/A
CTAS
Cintas Corp

Industrials
Q2 2022 Filed on Aug 08, 2022
43
$347.35 - $434.24 $14.9K - $18.7K
BAX
Baxter International Inc

Healthcare
Q2 2022 Filed on Aug 08, 2022
570
$63.83 - $80.0 $36.4K - $45.6K
AEP
American Electric Power CO Inc

Utilities
Q2 2022 Filed on Aug 08, 2022
4,109
$88.41 - $104.49 $363K - $429K
ALL
Allstate Corp

Financial Services
Q2 2022 Filed on Aug 08, 2022
89
$119.53 - $143.86 $10.6K - $12.8K
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Aug 08, 2022
1,650
$87.4 - $113.09 $144K - $187K
AXON
Axon Enterprise, Inc.

Industrials
Q2 2022 Filed on Aug 08, 2022
12,393
$84.37 - $140.0 $1.05M - $1.74M
AAPL
Apple Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
34,009
$130.06 - $178.44 $4.42M - $6.07M
AWK
American Water Works Company, Inc.

Utilities
Q2 2022 Filed on Aug 08, 2022
64
$130.88 - $171.14 $8.38K - $11K
AMAT
Applied Materials Inc

Technology
Q2 2022 Filed on Aug 08, 2022
30
$89.59 - $129.44 $2.69K - $3.88K
WEC
Wec Energy Group, Inc.

Utilities
Q2 2022 Filed on Aug 08, 2022
5,704
$90.37 - $108.28 $515K - $618K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q2 2022 Filed on Aug 08, 2022
30
$17.5 - $24.95 $525 - $749
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
265
$61.48 - $74.59 $16.3K - $19.8K
LSI
Life Storage, Inc.

Real Estate
Q2 2022 Filed on Aug 08, 2022
971
$102.42 - $150.41 $99.4K - $146K
ANET
Arista Networks, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
160
$90.42 - $142.75 $14.5K - $22.8K
AZN
Astrazeneca PLC

Healthcare
Q2 2022 Filed on Aug 08, 2022
500
$59.26 - $71.14 $29.6K - $35.6K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Aug 08, 2022
11,008
$218.95 - $282.53 $2.41M - $3.11M
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on May 13, 2022
14
$174.8 - $642.2 $2.45K - $8.99K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2022 Filed on May 13, 2022
15
$282.48 - $354.98 $4.24K - $5.32K
PAYC
Paycom Software, Inc.

Technology
Q1 2022 Filed on May 13, 2022
18
$294.58 - $404.94 $5.3K - $7.29K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 13, 2022
8,673
$73.24 - $157.01 $635K - $1.36M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
5,000
$6.89 - $8.39 $34.5K - $42K
WDAY
Workday, Inc.

Technology
Q1 2022 Filed on May 13, 2022
6,643
$213.01 - $263.72 $1.42M - $1.75M
NUVA
Nuvasive Inc

Healthcare
Q1 2022 Filed on May 13, 2022
40,679
$48.09 - $57.79 $1.96M - $2.35M
MTCH
Match Group, Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
64
$85.06 - $134.23 $5.44K - $8.59K
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2022 Filed on May 13, 2022
18,163
$111.87 - $164.92 $2.03M - $3M
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
89
$186.63 - $338.54 $16.6K - $30.1K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,000
$8.31 - $8.73 $8.31K - $8.73K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
Q4 2021 Filed on Feb 03, 2022
1,000
$18.36 - $20.95 $18.4K - $21K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
13,140
$34.56 - $96.6 $454K - $1.27M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
Q4 2021 Filed on Feb 03, 2022
500
$22.88 - $27.95 $11.4K - $14K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 03, 2022
5
$39.36 - $55.06 $197 - $275
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 03, 2022
40
$28.67 - $37.13 $1.15K - $1.49K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2021 Filed on Feb 03, 2022
500
$61.54 - $71.73 $30.8K - $35.9K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,500
$8.65 - $9.69 $21.6K - $24.2K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Feb 03, 2022
500
$41.59 - $49.44 $20.8K - $24.7K
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