Meristem Family Wealth, LLC Closed Holding Positions

Meristem Family Wealth, LLC

  • $0
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
VZ
Verizon Communications Inc

Communication Services
Q3 2022 Filed on Nov 14, 2022
16,045
$37.97 - $51.64 $609K - $829K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2022 Filed on Nov 14, 2022
5,772
$36.49 - $42.54 $211K - $246K
MSFT
Microsoft Corp

Technology
Q3 2022 Filed on Nov 14, 2022
43,099
$232.9 - $293.47 $10M - $12.6M
VT
Vanguard Total World Stk Index

ETFs
Q3 2022 Filed on Nov 14, 2022
32,000
$78.88 - $94.48 $2.52M - $3.02M
VTI
Vanguard Total Stock Market Et

ETFs
Q3 2022 Filed on Nov 14, 2022
4,801
$179.47 - $216.24 $862K - $1.04M
META
Meta Platforms, Inc.

Communication Services
Q3 2022 Filed on Nov 14, 2022
9,217
$134.4 - $183.17 $1.24M - $1.69M
VB
Vanguard Small Cap ETF

ETFs
Q3 2022 Filed on Nov 14, 2022
2,548
$170.45 - $206.62 $434K - $526K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q3 2022 Filed on Nov 14, 2022
2,549
$170.12 - $208.72 $434K - $532K
XOM
Exxon Mobil Corp

Energy
Q3 2022 Filed on Nov 14, 2022
36,169
$83.14 - $100.12 $3.01M - $3.62M
NKE
Nike, Inc.

Consumer Cyclical
Q3 2022 Filed on Nov 14, 2022
19,344
$83.12 - $118.06 $1.61M - $2.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q3 2022 Filed on Nov 14, 2022
145
$1643.21 - $2151.34 $238K - $312K
CB
Chubb LTD

Financial Services
Q3 2022 Filed on Nov 14, 2022
2,817
$174.74 - $202.41 $492K - $570K
JNJ
Johnson & Johnson

Healthcare
Q3 2022 Filed on Nov 14, 2022
31,992
$161.33 - $179.52 $5.16M - $5.74M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q3 2022 Filed on Nov 14, 2022
14,856
N/A
VDE
Vanguard Energy ETF

ETFs
Q3 2022 Filed on Nov 14, 2022
6,733
$93.77 - $118.45 $631K - $798K
BSM
Black Stone Minerals, L.P.

Energy
Q3 2022 Filed on Nov 14, 2022
106,114
$13.23 - $16.43 $1.4M - $1.74M
VCR
Vanguard Consumer Discretionar

ETFs
Q3 2022 Filed on Nov 14, 2022
3,701
$231.64 - $287.67 $857K - $1.06M
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2022 Filed on Nov 14, 2022
10,098
$79.28 - $102.13 $801K - $1.03M
JPM
Jpmorgan Chase & CO

Financial Services
Q3 2022 Filed on Nov 14, 2022
25,273
$20.73 - $120.58 $524K - $3.05M
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2022 Filed on Nov 14, 2022
3,049
$112.54 - $137.39 $343K - $419K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2022 Filed on Nov 14, 2022
25,423
$35.63 - $45.74 $906K - $1.16M
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2022 Filed on Nov 14, 2022
2,183
$215.9 - $281.62 $471K - $615K
BA
Boeing CO

Industrials
Q3 2022 Filed on Nov 14, 2022
4,505
$121.08 - $172.08 $545K - $775K
CRM
Salesforce, Inc.

Technology
Q3 2022 Filed on Nov 14, 2022
5,729
$143.84 - $191.27 $824K - $1.1M
BP
Bp PLC

Energy
Q3 2022 Filed on Nov 14, 2022
7,126
$4.82 - $32.47 $34.3K - $231K
FDX
Fedex Corp

Industrials
Q3 2022 Filed on Nov 14, 2022
1,714
$142.9 - $238.22 $245K - $408K
LAZ
Lazard LTD

Financial Services
Q3 2022 Filed on Nov 14, 2022
6,591
$31.83 - $39.66 $210K - $261K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2022 Filed on Nov 14, 2022
6,414
$230.74 - $266.82 $1.48M - $1.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2022 Filed on Nov 14, 2022
3,720
$69.55 - $102.08 $259K - $380K
USB
Us Bancorp \De\

Financial Services
Q3 2022 Filed on Nov 14, 2022
106,743
$18.43 - $48.21 $1.97M - $5.15M
EFX
Equifax Inc

Industrials
Q3 2022 Filed on Nov 14, 2022
3,529
$167.1 - $222.33 $590K - $785K
PSLV
Sprott Physical Silver Trust

Financial Services
Q3 2022 Filed on Nov 14, 2022
14,200
$6.25 - $7.18 $88.8K - $102K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2022 Filed on Nov 14, 2022
13,237
$401.58 - $481.07 $5.32M - $6.37M
DE
Deere & CO

Industrials
Q3 2022 Filed on Nov 14, 2022
28,245
$289.14 - $385.48 $8.17M - $10.9M
PLD
Prologis, Inc.

Real Estate
Q3 2022 Filed on Nov 14, 2022
4,638
$57.93 - $132.78 $269K - $616K
QCOM
Qualcomm Inc

Technology
Q3 2022 Filed on Nov 14, 2022
7,321
$112.98 - $155.86 $827K - $1.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
Q3 2022 Filed on Nov 14, 2022
37,912
$357.18 - $429.7 $13.5M - $16.3M
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2022 Filed on Nov 14, 2022
2,506
$57.44 - $70.3 $144K - $176K
XLU
Utilities Sector Spdr

ETFs
Q3 2022 Filed on Nov 14, 2022
11,597
$65.51 - $78.12 $760K - $906K
XLK
Technology Sector Spdr

ETFs
Q3 2022 Filed on Nov 14, 2022
78,955
$118.78 - $151.56 $9.38M - $12M
SLB
Schlumberger Limited

Energy
Q3 2022 Filed on Nov 14, 2022
15,826
$31.33 - $40.38 $496K - $639K
XLI
Industrial Sector Spdr

ETFs
Q3 2022 Filed on Nov 14, 2022
9,530
$82.84 - $100.53 $789K - $958K
XLF
Financial Sector Spdr

ETFs
Q3 2022 Filed on Nov 14, 2022
78,035
$30.36 - $35.81 $2.37M - $2.79M
XLE
Energy Sector Spdr

ETFs
Q3 2022 Filed on Nov 14, 2022
11,835
$67.49 - $84.09 $799K - $995K
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2022 Filed on Nov 14, 2022
4,632
$140.01 - $172.97 $649K - $801K
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2022 Filed on Nov 14, 2022
17,580
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q3 2022 Filed on Nov 14, 2022
31,662
$121.11 - $134.29 $3.83M - $4.25M
SEIC
Sei Investments CO

Financial Services
Q3 2022 Filed on Nov 14, 2022
16,877
$49.05 - $58.61 $828K - $989K
PG
Procter & Gamble CO

Consumer Defensive
Q3 2022 Filed on Nov 14, 2022
11,327
$126.25 - $149.93 $1.43M - $1.7M
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