Wealth Management Partners, LLC Closed Holding Positions

Wealth Management Partners, LLC

  • $213 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
2,000
$56.81 - $112.28 $114K - $225K
SATS
Echo Star Corp

Technology
Q2 2022 Filed on Jul 15, 2022
8,000
$19.01 - $25.48 $152K - $204K
PROF
Profound Medical Corp.

Healthcare
Q2 2022 Filed on Jul 15, 2022
26,000
$6.34 - $9.53 $165K - $248K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
3,000
$59.8 - $87.18 $179K - $262K
ORCL
Oracle Corp

Technology
Q2 2022 Filed on Jul 15, 2022
3,000
$64.05 - $84.07 $192K - $252K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Jul 15, 2022
3,000
$74.69 - $128.97 $224K - $387K
NFLX
Netflix Inc

Communication Services
Q2 2022 Filed on Jul 15, 2022
1,000
$166.37 - $391.5 $166K - $392K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Jul 15, 2022
4,000
$23.19 - $50.02 $92.8K - $200K
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Jul 15, 2022
1,000
$221.77 - $285.28 $222K - $285K
JCI
Johnson Controls International PLC

Industrials
Q2 2022 Filed on Jul 15, 2022
5,000
$47.23 - $66.64 $236K - $333K
WAL
Western Alliance Bancorporation

Financial Services
Q1 2022 Filed on Apr 13, 2022
1,900
$77.48 - $122.35 $147K - $232K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on Apr 13, 2022
4,000
$52.29 - $96.99 $209K - $388K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
1,000
$289.24 - $387.56 $289K - $388K
IYH
Ishares Tr

ETFs
Q1 2022 Filed on Apr 13, 2022
1,000
$266.13 - $297.6 $266K - $298K
NYCB
New York Community Bancorp Inc

Financial Services
Q4 2021 Filed on Jan 19, 2022
14,015
$11.55 - $14.11 $162K - $198K
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
18,000
$16.38 - $26.09 $295K - $470K
DG
Dollar General Corp

Consumer Defensive
Q4 2021 Filed on Jan 19, 2022
1,061
$205.61 - $235.83 $218K - $250K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2021 Filed on Jan 19, 2022
1,899
$102.36 - $125.04 $194K - $237K
AZO
Autozone Inc

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
119
$1642.51 - $2104.04 $195K - $250K
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
211
$1052.95 - $1709.98 $222K - $361K
AEYE
Audioeye Inc

Technology
Q4 2021 Filed on Jan 19, 2022
10,396
$6.61 - $11.35 $68.7K - $118K
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Jan 19, 2022
1,430
$199.42 - $227.75 $285K - $326K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Jan 19, 2022
3,200
$86.79 - $100.15 $278K - $320K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 19, 2022
7,561
$16.74 - $20.66 $127K - $156K
CCXI
Chemo Centryx, Inc.
Q2 2021 Filed on Jul 14, 2021
5,010
$9.59 - $50.88 $48K - $255K
REET
Ishares Global Reit ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
42,623
$25.9 - $28.81 $1.1M - $1.23M
Ishares Gold Tr
Q2 2021 Filed on Jul 14, 2021
332,982
N/A
MCHI
Ishares Msci China ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
2,751
$76.69 - $84.08 $211K - $231K
TWLO
Twilio Inc

Communication Services
Q2 2021 Filed on Jul 14, 2021
843
$281.02 - $400.68 $237K - $338K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 14, 2021
19,993
$71.8 - $99.25 $1.44M - $1.98M
DT
Dynatrace, Inc.

Technology
Q2 2021 Filed on Jul 14, 2021
4,923
$44.52 - $60.61 $219K - $298K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2021 Filed on Jul 14, 2021
4,460
$54.47 - $70.0 $243K - $312K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Jul 14, 2021
1,691
$132.71 - $192.38 $224K - $325K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q1 2021 Filed on Apr 15, 2021
17,131
$8.29 - $9.46 $142K - $162K
FROG
J Frog LTD

Technology
Q1 2021 Filed on Apr 15, 2021
3,039
$43.38 - $69.93 $132K - $213K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
400
$222.72 - $270.83 $89.1K - $108K
Vyne Therapeutics Inc
Q1 2021 Filed on Apr 15, 2021
10,000
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q1 2021 Filed on Apr 15, 2021
10,442
$19.29 - $23.7 $201K - $247K
VBIV
Vbi Vaccines Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
11,191
$2.91 - $4.32 $32.6K - $48.3K
LADR
Ladder Capital Corp

Real Estate
Q1 2021 Filed on Apr 15, 2021
12,981
$9.44 - $12.31 $123K - $160K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
3,622
$57.73 - $71.83 $209K - $260K
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