Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AME
Ametek Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
75
$123.11 - $147.41 $9.23K - $11.1K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
75
$114.7 - $138.81 $8.6K - $10.4K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
70
$174.93 - $227.37 $12.2K - $15.9K
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
800
$19.6 - $34.99 $15.7K - $28K
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Feb 10, 2022
63
$191.9 - $231.65 $12.1K - $14.6K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
1,650
$42.07 - $66.11 $69.4K - $109K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
512
$146.39 - $173.51 $75K - $88.8K
MSI
Motorola Solutions, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
28
$231.47 - $272.73 $6.48K - $7.64K
NOK
Nokia Corp

Technology
Q4 2021 Filed on Feb 10, 2022
136
$5.46 - $6.34 $743 - $862
Xilinx Inc Com
Q4 2021 Filed on Feb 10, 2022
500
N/A
CDW
Cdw Corp

Technology
Q4 2021 Filed on Feb 10, 2022
331
$173.61 - $207.02 $57.5K - $68.5K
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
26
$138.35 - $173.25 $3.6K - $4.5K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 10, 2022
1,472
$78.72 - $108.43 $116K - $160K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
305
$83.4 - $95.59 $25.4K - $29.2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,120
$17.79 - $28.92 $19.9K - $32.4K
D
Dominion Energy, Inc

Utilities
Q4 2021 Filed on Feb 10, 2022
183
$70.85 - $78.57 $13K - $14.4K
BLK
Black Rock Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
11
$825.56 - $971.49 $9.08K - $10.7K
AMCX
Amc Networks Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
400
$33.5 - $49.1 $13.4K - $19.6K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
254
$32.72 - $36.86 $8.31K - $9.36K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 10, 2022
6,236
$15.61 - $17.82 $97.3K - $111K
MESO
Mesoblast LTD

Healthcare
Q4 2021 Filed on Feb 10, 2022
5,719
$4.17 - $7.09 $23.8K - $40.5K
IPI
Intrepid Potash, Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
30
$32.33 - $51.29 $970 - $1.54K
Pimco Dynamic Cr Income Fd Com Shs
Q4 2021 Filed on Feb 10, 2022
5,275
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q4 2021 Filed on Feb 10, 2022
2,410
$37.25 - $40.72 $89.8K - $98.1K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Feb 10, 2022
2,625
$53.0 - $103.63 $139K - $272K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
236
$223.92 - $287.77 $52.8K - $67.9K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
175
$12.09 - $14.68 $2.12K - $2.57K
AYI
Acuity Brands Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
107
$173.79 - $224.23 $18.6K - $24K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 10, 2022
57
$39.36 - $55.06 $2.24K - $3.14K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
29
$138.73 - $200.92 $4.02K - $5.83K
RTX
Raytheon Technologies Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
182
$79.05 - $91.86 $14.4K - $16.7K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Feb 10, 2022
9
$47.81 - $52.33 $430 - $471
AMD
Advanced Micro Devices Inc

Technology
Q4 2021 Filed on Feb 10, 2022
500
$100.34 - $161.91 $50.2K - $81K
UCO
Pro Shares Trust Ii

ETFs
Q4 2021 Filed on Feb 10, 2022
80
$16.63 - $25.3 $1.33K - $2.02K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
50
$5.41 - $8.5 $271 - $425
AZN
Astrazeneca PLC

Healthcare
Q4 2021 Filed on Feb 10, 2022
59
$54.02 - $63.83 $3.19K - $3.77K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
182
$194.71 - $293.18 $35.4K - $53.4K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2021 Filed on Feb 10, 2022
972
$102.29 - $108.28 $99.4K - $105K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
2
$18.53 - $22.21 $37.1 - $44.4
USO
United States Oil Fund, LP

ETFs
Q4 2021 Filed on Feb 10, 2022
119
$47.04 - $58.45 $5.6K - $6.96K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
201
$280.02 - $327.35 $56.3K - $65.8K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q4 2021 Filed on Feb 10, 2022
8,850
$11.66 - $12.38 $103K - $110K
PPBT
Purple Biotech Ltd.

Healthcare
Q4 2021 Filed on Feb 10, 2022
100
$3.75 - $4.67 $375 - $467
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
425
$158.3 - $265.08 $67.3K - $113K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Feb 10, 2022
234
$142.15 - $177.71 $33.3K - $41.6K
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Feb 10, 2022
417
$115.53 - $141.46 $48.2K - $59K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
1,808
$16.79 - $27.09 $30.4K - $49K
LITE
Lumentum Holdings Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,350
$80.7 - $106.99 $109K - $144K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
138
$179.32 - $271.7 $24.7K - $37.5K
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