Welch Group, LLC Closed Holding Positions

Welch Group, LLC

  • $2.29 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Portola Pharmaceutl
Q1 2020 Filed on Apr 28, 2020
12,500
N/A
Smith & Nephew Ordf
Q1 2020 Filed on Apr 28, 2020
5,978
N/A
EXC
Exelon Corp

Utilities
Q1 2020 Filed on Apr 28, 2020
2,515
$21.38 - $35.93 $53.8K - $90.4K
ENB
Enbridge Inc

Energy
Q1 2020 Filed on Apr 28, 2020
2,656
$23.74 - $43.06 $63.1K - $114K
SMBK
Smartfinancial Inc.

Financial Services
Q1 2020 Filed on Apr 28, 2020
6,499
$11.9 - $23.6 $77.3K - $153K
Medley Capital Corp
Q1 2020 Filed on Apr 28, 2020
68,300
N/A
Invesco Ftse Rafi Developed M
Q1 2020 Filed on Apr 28, 2020
10,240
N/A
Medtronic Inc
Q1 2020 Filed on Apr 28, 2020
1,878
N/A
Triad Guaranty Inc
Q1 2020 Filed on Apr 28, 2020
72,470
N/A
Synovus Financial Corp
Q1 2020 Filed on Apr 28, 2020
59,304
N/A
Duke Energy Corp New
Q1 2020 Filed on Apr 28, 2020
10,422
N/A
Merck & CO Inc
Q1 2020 Filed on Apr 28, 2020
11,521
N/A
Alphabet Inc. Class A
Q1 2020 Filed on Apr 28, 2020
1,084
N/A
Alphabet Inc
Q1 2020 Filed on Apr 28, 2020
259
N/A
Berkshire Hathaway Cl B
Q1 2020 Filed on Apr 28, 2020
8,949
N/A
WRK
West Rock CO

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
2,420
$22.08 - $43.68 $53.4K - $106K
Suntrust Banks Inc
Q4 2019 Filed on Jan 24, 2020
2,442
N/A
Bb&T Corporation
Q4 2019 Filed on Jan 24, 2020
8,960
N/A
Lord Abbett Ultra Short
Q4 2019 Filed on Jan 24, 2020
25,742
N/A
Torchmark Corporation
Q3 2019 Filed on Nov 05, 2019
36,502
N/A
CME
Cme Group Inc.

Financial Services
Q2 2019 Filed on Jul 11, 2019
1,630
$166.55 - $203.18 $271K - $331K
Dowdupont Inc
Q2 2019 Filed on Jul 11, 2019
5,359
N/A
Hutton Tele Trust Uit
Q2 2019 Filed on Jul 11, 2019
35,800
N/A
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2019 Filed on Jul 11, 2019
1,304
$104.92 - $119.98 $137K - $156K
GTN
Gray Television Inc

Communication Services
Q2 2019 Filed on Jul 11, 2019
10,000
$15.87 - $24.54 $159K - $245K
Alphabet Inc
Q2 2019 Filed on Jul 11, 2019
267
N/A
Biocorrx Inc
Q1 2019 Filed on Apr 15, 2019
100,000
N/A
UNH
Unitedhealth Group Inc

Healthcare
Q1 2019 Filed on Apr 15, 2019
445
$236.02 - $271.13 $105K - $121K
PAA
Plains All American Pipeline LP

Energy
Q4 2018 Filed on Jan 10, 2019
6,495
$19.84 - $25.88 $129K - $168K
Energen Corp
Q4 2018 Filed on Jan 10, 2019
11,115
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2018 Filed on Jan 10, 2019
1,242
$62.78 - $92.45 $78K - $115K
Energy Transfer Partners
Q4 2018 Filed on Jan 10, 2019
16,280
N/A
ESGR
Enstar Group LTD

Financial Services
Q3 2018 Filed on Nov 01, 2018
617
$205.45 - $222.3 $127K - $137K
Altimmune Inc
Q3 2018 Filed on Nov 01, 2018
30,000
N/A
Seadrill LTD
Q3 2018 Filed on Nov 01, 2018
11,000
N/A
TUP
Tupperware Brands Corp

Consumer Cyclical
Q2 2018 Filed on Jul 30, 2018
2,125
$40.2 - $48.58 $85.4K - $103K
Scientific Learning
Q2 2018 Filed on Jul 30, 2018
185
N/A
BMWYY
Bayerische Motoren Werke A G
Q2 2018 Filed on Jul 30, 2018
2,763
N/A
MCK
Mckesson Corp

Healthcare
Q1 2018 Filed on Apr 23, 2018
1,065
$138.75 - $176.72 $148K - $188K
Powershares Rafi Emerging Mkt
Q1 2018 Filed on Apr 23, 2018
4,972
N/A
Welltower Inc.
Q1 2018 Filed on Apr 23, 2018
2,229
N/A
Ubs Ag New
Q1 2018 Filed on Apr 23, 2018
5,634
N/A
CNP
Centerpoint Energy Inc

Utilities
Q1 2018 Filed on Apr 23, 2018
5,231
$25.85 - $28.46 $135K - $149K
Celgene Corp
Q4 2017 Filed on Feb 01, 2018
1,196
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q4 2017 Filed on Feb 01, 2018
4,426
$22.7 - $23.53 $100K - $104K
Vodafone Group New Adr
Q3 2017 Filed on Nov 07, 2017
10,520
N/A
WFCPRR
Wells Fargo & CO Dep Shs Repst
Q3 2017 Filed on Nov 07, 2017
3,800
N/A
CMI
Cummins Inc

Industrials
Q3 2017 Filed on Nov 07, 2017
675
$150.79 - $168.35 $102K - $114K
CPRJ
Citigroup Inc. Dep Shs Repstg
Q3 2017 Filed on Nov 07, 2017
7,500
N/A
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