Wambolt & Associates, LLC Closed Holding Positions

Wambolt & Associates, LLC

$310 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Global X Fds	Q1 2020 Filed on May 11, 2020	59,986	N/A
WAL Western Alliance Bancorporation Financial Services	Q1 2020 Filed on May 11, 2020	4,466	$22.16 - $58.26 $99K - $260K
LFUS Littelfuse Inc Technology	Q1 2020 Filed on May 11, 2020	1,331	$105.8 - $193.55 $141K - $258K
RDS-A Shell PLC Energy	Q4 2019 Filed on Feb 10, 2020	3,435	$50.81 - $54.48 $175K - $187K
CTSH Cognizant Technology Solutions Corp Technology	Q3 2019 Filed on Oct 15, 2019	5,445	$58.75 - $66.41 $320K - $362K
MMM 3 M CO Industrials	Q3 2019 Filed on Oct 15, 2019	1,214	$155.75 - $179.42 $189K - $218K
AER Aer Cap Holdings N.V. Industrials	Q3 2019 Filed on Oct 15, 2019	4,336	$50.17 - $56.49 $218K - $245K
SMFG Sumitomo Mitsui Financial Group, Inc. Financial Services	Q3 2019 Filed on Oct 15, 2019	19,465	$6.36 - $7.15 $124K - $139K
Eqm Midstream Partners LP	Q3 2019 Filed on Oct 15, 2019	6,028	N/A
Ultra Petroleum Corp	Q3 2019 Filed on Oct 15, 2019	60,000	N/A
ECL Ecolab Inc. Basic Materials	Q3 2019 Filed on Oct 15, 2019	1,149	$192.11 - $208.57 $221K - $240K
WMB Williams Companies, Inc. Energy	Q2 2019 Filed on Jul 26, 2019	6,987	$26.3 - $29.35 $184K - $205K
Cerner Corp	Q1 2019 Filed on Apr 11, 2019	4,011	N/A
FAST Fastenal CO Industrials	Q1 2019 Filed on Apr 11, 2019	6,424	$24.98 - $32.15 $160K - $207K
Intrepid Potash Inc	Q1 2019 Filed on Apr 11, 2019	36,846	N/A
SHY Ishares Barclays 1 3 Year Trea ETFs	Q1 2019 Filed on Apr 11, 2019	4,428	$83.51 - $84.18 $370K - $373K
IEI Ishares Barclays 3 7 Yr Treas ETFs	Q1 2019 Filed on Apr 11, 2019	2,960	N/A
Bhp Group PLC	Q1 2019 Filed on Apr 11, 2019	5,631	N/A

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