Wbh Advisory Inc Closed Holding Positions

Wbh Advisory Inc

  • $1.05 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Hp Inc
Q4 2018 Filed on Jan 29, 2019
16,406
N/A
VVR
Invesco Senior Income Trust

Financial Services
Q4 2018 Filed on Jan 29, 2019
12,287
$3.75 - $4.31 $46.1K - $53K
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Jan 29, 2019
2,603
$57.11 - $83.13 $149K - $216K
Powershares Active
Q4 2018 Filed on Jan 29, 2019
2,589
N/A
Aetna
Q4 2018 Filed on Jan 29, 2019
1,903
N/A
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q4 2018 Filed on Jan 29, 2019
5,227
N/A
Praxair Inc
Q4 2018 Filed on Jan 29, 2019
1,300
N/A
Express Scripts
Q4 2018 Filed on Jan 29, 2019
2,891
N/A
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q4 2018 Filed on Jan 29, 2019
6,174
$17.0 - $36.75 $105K - $227K
BP
Bp PLC

Energy
Q4 2018 Filed on Jan 29, 2019
5,872
$36.65 - $46.99 $215K - $276K
AXON
Axon Enterprise, Inc.

Industrials
Q4 2018 Filed on Jan 29, 2019
4,215
$39.74 - $66.84 $168K - $282K
QMCO
Quantum Corp

Technology
Q4 2018 Filed on Jan 29, 2019
43,253
$1.21 - $2.97 $52.3K - $128K
Blackrock Ca Muni
Q4 2018 Filed on Jan 29, 2019
17,700
N/A
CAH
Cardinal Health Inc

Healthcare
Q4 2018 Filed on Jan 29, 2019
3,713
$42.93 - $57.63 $159K - $214K
Blackrock Muni 2018
Q4 2018 Filed on Jan 29, 2019
37,800
N/A
SJM
J M Smucker CO

Consumer Defensive
Q3 2018 Filed on Oct 29, 2018
2,039
$102.37 - $116.24 $209K - $237K
KMI
Kinder Morgan, Inc.

Energy
Q2 2018 Filed on Jul 31, 2018
10,020
$14.9 - $17.67 $149K - $177K
Time Warner
Q2 2018 Filed on Jul 31, 2018
2,454
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2018 Filed on Apr 30, 2018
3,211
$72.84 - $88.8 $234K - $285K
Anheuser Busch
Q1 2018 Filed on Apr 30, 2018
2,150
N/A
SLB
Schlumberger Limited

Energy
Q1 2018 Filed on Apr 30, 2018
3,605
$63.21 - $79.79 $228K - $288K
PCG
Pg&E Corp

Utilities
Q4 2017 Filed on Jan 31, 2018
9,426
$44.45 - $69.2 $419K - $652K
Power Shares Preferred
Q4 2017 Filed on Jan 31, 2018
17,046
N/A
HSIC
Henry Schein Inc

Healthcare
Q4 2017 Filed on Jan 31, 2018
2,620
$52.16 - $66.3 $137K - $174K
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