Wedgewood Investors Inc Closed Holding Positions

Wedgewood Investors Inc

  • $89.7 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Jul 29, 2022
3,711
$45.68 - $55.36 $170K - $205K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
220
$628.16 - $1145.45 $138K - $252K
KEY
Keycorp

Financial Services
Q2 2022 Filed on Jul 29, 2022
9,327
$17.0 - $21.75 $159K - $203K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2022 Filed on Jul 29, 2022
1
$402300.0 - $529000.0 $402K - $529K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 29, 2022
2,853
$60.93 - $72.3 $174K - $206K
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
3,000
$51.78 - $75.76 $155K - $227K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
891
$179.32 - $271.7 $160K - $242K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
845
$158.3 - $265.08 $134K - $224K
VMW
Vmware, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
1,415
$110.44 - $167.06 $156K - $236K
WU
Western Union CO

Financial Services
Q2 2021 Filed on Jul 23, 2021
8,200
$22.91 - $26.39 $188K - $216K
AWK
American Water Works Company, Inc.

Utilities
Q2 2021 Filed on Jul 23, 2021
1,350
$149.59 - $162.2 $202K - $219K
RDS-A
Shell PLC

Energy
Q1 2021 Filed on Apr 28, 2021
6,200
$34.63 - $43.02 $215K - $267K
Raytheon Technologies CO
Q4 2020 Filed on Feb 04, 2021
7,031
N/A
General Electric CO
Q1 2020 Filed on Apr 29, 2020
15,383
N/A
OGS
One Gas, Inc.

Utilities
Q1 2020 Filed on Apr 29, 2020
2,212
$67.62 - $96.69 $150K - $214K
Celgene Corp
Q4 2019 Filed on Feb 06, 2020
2,470
N/A
L 3 Technologies
Q3 2019 Filed on Oct 21, 2019
4,740
N/A
Dow Dupont Inc.
Q4 2018 Filed on Jan 29, 2019
3,515
N/A
SRCL
Stericycle Inc

Industrials
Q3 2018 Filed on Nov 02, 2018
3,400
$58.41 - $70.97 $199K - $241K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2018 Filed on Nov 02, 2018
4,459
$46.24 - $54.8 $206K - $244K
Stanley Black & Decker Inc.
Q2 2018 Filed on Aug 07, 2018
3,025
N/A
Sit Dv Gwth Fd
Q2 2018 Filed on Aug 07, 2018
23,107
N/A
Sequoia Fund
Q2 2018 Filed on Aug 07, 2018
12,899
N/A
Scout Sc Fd
Q2 2018 Filed on Aug 07, 2018
26,928
N/A
Vanguard Interm Term Tax
Q2 2018 Filed on Aug 07, 2018
14,405
N/A
Parnassus Endeavor Fd
Q2 2018 Filed on Aug 07, 2018
112,601
N/A
T Rowe Mc Growth
Q2 2018 Filed on Aug 07, 2018
3,106
N/A
T Rowe Price Hi Yld Bond Fd
Q2 2018 Filed on Aug 07, 2018
10,766
N/A
Pimco Stocksplus Intl Fd
Q2 2018 Filed on Aug 07, 2018
30,423
N/A
Fidelity Blue Chip Growth K
Q2 2018 Filed on Aug 07, 2018
2,291
N/A
Calvert Shrt Dur Inc Fd
Q2 2018 Filed on Aug 07, 2018
10,205
N/A
Vanguard Ttl Bond Index Fd
Q2 2018 Filed on Aug 07, 2018
14,158
N/A
Vanguard Intm Term Corp Inv
Q2 2018 Filed on Aug 07, 2018
29,670
N/A
Vanguard Index 500
Q2 2018 Filed on Aug 07, 2018
7,953
N/A
Vanguard Hi Yld Corp. Admiral Fd
Q2 2018 Filed on Aug 07, 2018
11,482
N/A
Thornburg Term Inc Fd
Q2 2018 Filed on Aug 07, 2018
20,981
N/A
Thompson Bond
Q2 2018 Filed on Aug 07, 2018
173,912
N/A
Oakmark Intl Fd Class I
Q2 2018 Filed on Aug 07, 2018
39,521
N/A
Oakmark Fund
Q2 2018 Filed on Aug 07, 2018
24,175
N/A
Lord Abbett Shrt Dur Inc I Fd
Q2 2018 Filed on Aug 07, 2018
591,569
N/A
Fidelity Pa Muni Income Bond Fd
Q2 2018 Filed on Aug 07, 2018
13,293
N/A
Fidelity Adv Emrg Mkts Inc I
Q2 2018 Filed on Aug 07, 2018
10,594
N/A
Fidelity 500 Index Fund
Q2 2018 Filed on Aug 07, 2018
2,311
N/A
Federated Strategic Value Instl
Q2 2018 Filed on Aug 07, 2018
23,885
N/A
Eaton Vance High Income
Q2 2018 Filed on Aug 07, 2018
12,272
N/A
Eaton Corp PLC
Q2 2018 Filed on Aug 07, 2018
4,320
N/A
Doubleline Core Fixed Inc
Q2 2018 Filed on Aug 07, 2018
303,647
N/A
Dodge & Cox Stk Fd
Q2 2018 Filed on Aug 07, 2018
6,200
N/A
Columbia High Yield Bond Fd
Q2 2018 Filed on Aug 07, 2018
37,585
N/A
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