Apcm Wealth Management For Individuals Closed Holding Positions

Apcm Wealth Management For Individuals

  • $664 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Innovator Etfs Tr
Q2 2022 Filed on Jul 15, 2022
6,476
N/A
NFLX
Netflix Inc

Communication Services
Q2 2022 Filed on Jul 15, 2022
623
$166.37 - $391.5 $104K - $244K
AVY
Avery Dennison Corp

Industrials
Q1 2022 Filed on Apr 11, 2022
2,300
$158.58 - $215.92 $365K - $497K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2022 Filed on Apr 11, 2022
4,048
$42.79 - $51.23 $173K - $207K
PNOV
Innovator U.S. Equity Power Bu
Q4 2021 Filed on Jan 19, 2022
75,632
N/A
SNDL
Sundial Growers Inc.

Healthcare
Q2 2021 Filed on Jul 13, 2021
17,500
$6.9 - $12.9 $121K - $226K
INTC
Intel Corp

Technology
Q2 2021 Filed on Jul 13, 2021
3,376
$53.62 - $68.26 $181K - $230K
BA
Boeing CO

Industrials
Q2 2021 Filed on Jul 13, 2021
1,291
$220.78 - $259.36 $285K - $335K
Crh Med Corp
Q2 2021 Filed on Jul 13, 2021
22,000
N/A
DTE
Dte Energy CO

Utilities
Q1 2021 Filed on Apr 13, 2021
2,108
$100.19 - $114.06 $211K - $240K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2020 Filed on Jan 12, 2021
5,778
$54.79 - $55.17 $317K - $319K
Gci Liberty Inc
Q4 2020 Filed on Jan 12, 2021
3,647
N/A
JNJ
Johnson & Johnson

Healthcare
Q4 2020 Filed on Jan 12, 2021
1,801
$137.11 - $157.38 $247K - $283K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q4 2020 Filed on Jan 12, 2021
50,252
$14.67 - $16.12 $737K - $810K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2020 Filed on Jan 12, 2021
4,359
$51.37 - $51.48 $224K - $224K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2020 Filed on Oct 06, 2020
990
$318.46 - $358.67 $315K - $355K
HYG
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
5,872
$73.55 - $84.56 $432K - $497K
DVY
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
5,775
$69.37 - $91.69 $401K - $530K
Ubs Ag Jersey Brh
Q2 2020 Filed on Aug 14, 2020
25,047
N/A
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2020 Filed on Aug 14, 2020
4,709
$90.54 - $104.76 $426K - $493K
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on May 15, 2020
75,009
N/A
United Technologies Corp
Q1 2020 Filed on May 15, 2020
1,360
N/A
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2020 Filed on May 15, 2020
2,367
$79.03 - $141.09 $187K - $334K
IBM
International Business Machines Corp

Technology
Q1 2020 Filed on May 15, 2020
1,546
$90.6 - $149.87 $140K - $232K
CVX
Chevron Corp

Energy
Q1 2020 Filed on May 15, 2020
2,117
$54.22 - $121.43 $115K - $257K
PFE
Pfizer Inc

Healthcare
Q1 2020 Filed on May 15, 2020
5,186
$27.03 - $38.62 $140K - $200K
MPC
Marathon Petroleum Corp

Energy
Q1 2020 Filed on May 15, 2020
3,601
$16.62 - $61.91 $59.8K - $223K
VZ
Verizon Communications Inc

Communication Services
Q1 2020 Filed on May 15, 2020
3,405
$49.94 - $61.05 $170K - $208K
Jp Morgan Exchange Traded Fd
Q4 2019 Filed on Feb 11, 2020
23,670
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
9,954
$115.41 - $130.26 $1.15M - $1.3M
GVI
Ishares Tr

ETFs
Q4 2019 Filed on Feb 11, 2020
75,550
$112.46 - $113.86 $8.5M - $8.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
8,040
$80.76 - $81.3 $649K - $654K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2019 Filed on Feb 11, 2020
7,950
$34.97 - $38.17 $278K - $303K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q3 2019 Filed on Nov 18, 2019
10,923
$16.15 - $17.99 $176K - $197K
ESG
Flexshares Stoxx Us Esg Select
Q3 2019 Filed on Nov 18, 2019
3,595
N/A
Spdr Series Trust
Q3 2019 Filed on Nov 18, 2019
14,131
N/A
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q3 2019 Filed on Nov 18, 2019
1,940
$113.33 - $138.46 $220K - $269K
BDX
Becton Dickinson & CO

Healthcare
Q3 2019 Filed on Nov 18, 2019
1,892
$230.58 - $256.08 $436K - $485K
TECH
Bio Techne Corp

Healthcare
Q3 2019 Filed on Nov 18, 2019
2,000
$183.56 - $216.72 $367K - $433K
Shire PLC
Q1 2019 Filed on May 16, 2019
2,170
N/A
Futurenet Inc
Q4 2018 Filed on Feb 14, 2019
15,000
N/A
Boeing CO Com
Q4 2018 Filed on Feb 14, 2019
1,183
N/A
Becton Dickinson & CO Com
Q4 2018 Filed on Feb 14, 2019
1,892
N/A
Goldman Sachs Exchange Place LP
Q4 2018 Filed on Feb 14, 2019
47,663
N/A
Berkshire Hathaway Cla100 Shs=1 Whole Sh
Q4 2018 Filed on Feb 14, 2019
500
N/A
Litman Gregory Masters Alt Strat Inst
Q4 2018 Filed on Feb 14, 2019
12,892
N/A
Fidelity Contrafund
Q4 2018 Filed on Feb 14, 2019
10,218
N/A
Voya Global Target Payment Fd Cl I
Q4 2018 Filed on Feb 14, 2019
11,227
N/A
Litman Gregory Masters Eqty Fd Inst
Q4 2018 Filed on Feb 14, 2019
10,979
N/A
Track This Portfolio

Track Apcm Wealth Management For Individuals Portfolio

Follow Apcm Wealth Management For Individuals and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apcm Wealth Management For Individuals, based on Form 13F filings with the SEC.

News

Stay updated on Apcm Wealth Management For Individuals with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email