Wbh Advisory Inc Closed Holding Positions

Wbh Advisory Inc

  • $1.05 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Blackstone Group
Q3 2020 Filed on Oct 27, 2020
10,435
N/A
Berkshire Htwy Cl B
Q3 2020 Filed on Oct 27, 2020
18,300
N/A
Citigroup
Q3 2020 Filed on Oct 27, 2020
9,013
N/A
Mercadolibre
Q3 2020 Filed on Oct 27, 2020
634
N/A
Raytheon
Q3 2020 Filed on Oct 27, 2020
11,225
N/A
Air Products
Q3 2020 Filed on Oct 27, 2020
2,930
N/A
Medtronic Inc
Q3 2020 Filed on Oct 27, 2020
4,531
N/A
Mondelez
Q3 2020 Filed on Oct 27, 2020
9,106
N/A
United Tech
Q2 2020 Filed on Aug 05, 2020
9,225
N/A
Fidelity Total Bond
Q2 2020 Filed on Aug 05, 2020
5,822
N/A
ITA
Ishares Tr

ETFs
Q1 2020 Filed on May 07, 2020
927
$58.76 - $119.9 $54.5K - $111K
Performance Shipping
Q1 2020 Filed on May 07, 2020
140,000
N/A
MBI
Mbia Inc

Financial Services
Q1 2020 Filed on May 07, 2020
12,650
$5.79 - $9.47 $73.2K - $120K
Dow
Q1 2020 Filed on May 07, 2020
5,424
N/A
E I Dupont
Q1 2020 Filed on May 07, 2020
4,353
N/A
Air Products
Q1 2020 Filed on May 07, 2020
1,500
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
4,313
$41.02 - $59.59 $177K - $257K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on May 07, 2020
7,595
$25.25 - $53.75 $192K - $408K
WY
Weyerhaeuser CO

Real Estate
Q1 2020 Filed on May 07, 2020
10,435
$13.47 - $31.3 $141K - $327K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 07, 2020
4,957
$20.14 - $55.75 $99.8K - $276K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2020 Filed on May 07, 2020
4,744
$27.78 - $65.08 $132K - $309K
LEA
Lear Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
1,852
$70.0 - $140.66 $130K - $261K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
3,724
$37.68 - $74.06 $140K - $276K
Groupon
Q1 2020 Filed on May 07, 2020
13,000
N/A
Delta Air Lines
Q1 2020 Filed on May 07, 2020
7,426
N/A
Crown Castle Intl
Q1 2020 Filed on May 07, 2020
7,185
N/A
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q1 2020 Filed on May 07, 2020
2,300
$35.6 - $65.92 $81.9K - $152K
I Shares S&P 500 Grwth
Q4 2019 Filed on Jan 27, 2020
1,201
N/A
Sun Trust Banks
Q4 2019 Filed on Jan 27, 2020
6,387
N/A
MPC
Marathon Petroleum Corp

Energy
Q4 2019 Filed on Jan 27, 2020
3,936
$57.11 - $68.02 $225K - $268K
Vguard Growth
Q4 2019 Filed on Jan 27, 2020
1,562
N/A
Celgene
Q4 2019 Filed on Jan 27, 2020
3,157
N/A
Schwab Us Mid Cap
Q3 2019 Filed on Oct 25, 2019
14,654
N/A
IFF
International Flavors & Fragrances Inc

Basic Materials
Q3 2019 Filed on Oct 25, 2019
1,400
$106.5 - $146.32 $149K - $205K
Dow Du Pont
Q2 2019 Filed on Aug 02, 2019
13,677
N/A
ROK
Rockwell Automation, Inc

Industrials
Q2 2019 Filed on Aug 02, 2019
1,393
$148.85 - $189.92 $207K - $265K
PFMT
Performant Financial Corp

Industrials
Q2 2019 Filed on Aug 02, 2019
13,000
$1.05 - $2.25 $13.7K - $29.3K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2019 Filed on Aug 02, 2019
4,617
$42.69 - $53.44 $197K - $247K
Powershares Qqq
Q1 2019 Filed on Apr 22, 2019
14,518
N/A
Powershares Dyn Sftwr
Q1 2019 Filed on Apr 22, 2019
3,167
N/A
TRNS
Transcat Inc

Industrials
Q1 2019 Filed on Apr 22, 2019
14,440
$19.24 - $24.36 $278K - $352K
Powershares Buyback
Q1 2019 Filed on Apr 22, 2019
9,496
N/A
Powershares Dividend
Q1 2019 Filed on Apr 22, 2019
29,335
N/A
Powershares Finl Pfd
Q1 2019 Filed on Apr 22, 2019
19,680
N/A
MN
Manning & Napier, Inc.

Financial Services
Q1 2019 Filed on Apr 22, 2019
17,571
$1.79 - $2.82 $31.5K - $49.6K
PBT
Permian Basin Royalty Trust

Energy
Q1 2019 Filed on Apr 22, 2019
18,061
$6.19 - $8.5 $112K - $154K
Office Depot
Q1 2019 Filed on Apr 22, 2019
15,600
N/A
FTV
Fortive Corp

Technology
Q4 2018 Filed on Jan 29, 2019
2,817
$53.26 - $70.65 $150K - $199K
SJT
San Juan Basin Royalty Trust

Energy
Q4 2018 Filed on Jan 29, 2019
13,320
$4.35 - $6.17 $57.9K - $82.2K
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc 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 Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email