Avondale Wealth Management Closed Holding Positions

Avondale Wealth Management

  • $152 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HBAN
Huntington Bancshares Inc

Financial Services
Q3 2024 Filed on Oct 10, 2024
1,700
$12.84 - $15.15 $21.8K - $25.8K
NEM
Newmont Corp

Basic Materials
Q3 2024 Filed on Oct 10, 2024
450
$41.65 - $55.85 $18.7K - $25.1K
CVX
Chevron Corp

Energy
Q4 2023 Filed on Jan 10, 2024
220
$141.77 - $169.1 $31.2K - $37.2K
WBD
Warner Bros. Discovery, Inc.

Communication Services
Q4 2023 Filed on Jan 10, 2024
266
$9.4 - $12.49 $2.5K - $3.32K
T
At&T Inc.

Communication Services
Q4 2023 Filed on Jan 10, 2024
1,100
$14.32 - $17.22 $15.8K - $18.9K
BAC
Bank Of America Corp

Financial Services
Q1 2023 Filed on Apr 05, 2023
1,000
$26.97 - $36.77 $27K - $36.8K
VMW
Vmware, Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
272
$93.63 - $131.99 $25.5K - $35.9K
CI
Cigna Corp

Healthcare
Q2 2022 Filed on Jul 11, 2022
10
$242.23 - $272.4 $2.42K - $2.72K
ACN
Accenture PLC

Technology
Q2 2022 Filed on Jul 11, 2022
40
$270.9 - $344.47 $10.8K - $13.8K
MU
Micron Technology Inc

Technology
Q2 2022 Filed on Jul 11, 2022
30
$55.01 - $77.67 $1.65K - $2.33K
Qraft Ai Enhanced U.S. Large Cap Momentum ETF
Q2 2022 Filed on Jul 11, 2022
151
N/A
Draftkings Inc Com Cl A
Q2 2022 Filed on Jul 11, 2022
19,350
N/A
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
85
$31.42 - $43.18 $2.67K - $3.67K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
39
$56.81 - $112.28 $2.22K - $4.38K
KO
Coca Cola CO

Consumer Defensive
Q2 2022 Filed on Jul 11, 2022
6,000
$59.07 - $66.21 $354K - $397K
ADBE
Adobe Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
10
$360.79 - $468.81 $3.61K - $4.69K
ET
Energy Transfer LP

Energy
Q2 2022 Filed on Jul 11, 2022
5,420
$9.79 - $12.31 $53.1K - $66.7K
AMT
American Tower Corp

Real Estate
Q2 2022 Filed on Jul 11, 2022
10
$224.72 - $268.62 $2.25K - $2.69K
DELL
Dell Technologies Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
619
$40.05 - $51.28 $24.8K - $31.7K
NIO
Nio Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
115
$12.71 - $24.08 $1.46K - $2.77K
HUM
Humana Inc

Healthcare
Q2 2022 Filed on Jul 11, 2022
17
$420.04 - $468.33 $7.14K - $7.96K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
15
$81.09 - $119.62 $1.22K - $1.79K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
12
$325.13 - $403.79 $3.9K - $4.85K
CPT
Camden Property Trust

Real Estate
Q2 2022 Filed on Jul 11, 2022
30
$126.0 - $175.21 $3.78K - $5.26K
ENPH
Enphase Energy, Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
20
$137.55 - $216.38 $2.75K - $4.33K
DXCM
Dexcom Inc

Healthcare
Q2 2022 Filed on Jul 11, 2022
15
$67.99 - $132.89 $1.02K - $1.99K
MED
Medifast Inc

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
10
$157.78 - $194.92 $1.58K - $1.95K
PFE
Pfizer Inc

Healthcare
Q2 2022 Filed on Jul 11, 2022
500
$46.53 - $55.17 $23.3K - $27.6K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on Apr 12, 2022
660
$126.46 - $235.05 $83.5K - $155K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on Apr 12, 2022
750
$113.3 - $137.26 $85K - $103K
TGT
Target Corp

Consumer Defensive
Q1 2022 Filed on Apr 12, 2022
1,750
$189.9 - $234.17 $332K - $410K
MA
Mastercard Inc

Financial Services
Q1 2022 Filed on Apr 12, 2022
150
$312.92 - $396.75 $46.9K - $59.5K
REE
Ree Automotive Ltd.

Consumer Cyclical
Q1 2022 Filed on Apr 12, 2022
1,000
$1.8 - $6.73 $1.8K - $6.73K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on Apr 12, 2022
80
$190.54 - $255.46 $15.2K - $20.4K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2021 Filed on Jan 11, 2022
240
$106.37 - $130.68 $25.5K - $31.4K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Jan 11, 2022
436
$47.71 - $57.4 $20.8K - $25K
V
Visa Inc.

Financial Services
Q4 2021 Filed on Jan 11, 2022
144
$190.16 - $233.88 $27.4K - $33.7K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q4 2021 Filed on Jan 11, 2022
1,500
$56.63 - $64.49 $84.9K - $96.7K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 11, 2022
150
$179.32 - $271.7 $26.9K - $40.8K
TRI
Thomson Reuters Corp

Industrials
Q4 2021 Filed on Jan 11, 2022
207
$109.42 - $123.35 $22.6K - $25.5K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
5
$2067.01 - $2648.2 $10.3K - $13.2K
PEP
Pepsico Inc

Consumer Defensive
Q4 2021 Filed on Jan 11, 2022
1
$150.2 - $173.71 $150 - $174
ABBV
Abb Vie Inc.

Healthcare
Q4 2021 Filed on Jan 11, 2022
40
$107.43 - $135.93 $4.3K - $5.44K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
1
$47.2 - $61.06 $47.2 - $61.1
BLK
Black Rock Inc.

Financial Services
Q4 2021 Filed on Jan 11, 2022
15
$825.56 - $971.49 $12.4K - $14.6K
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Jan 11, 2022
110
$193.69 - $247.03 $21.3K - $27.2K
PCAR
Paccar Inc

Industrials
Q4 2021 Filed on Jan 11, 2022
289
$78.77 - $91.66 $22.8K - $26.5K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Jan 11, 2022
110
$144.01 - $172.44 $15.8K - $19K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Jan 11, 2022
340
$184.24 - $201.29 $62.6K - $68.4K
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