Basepoint Wealth LLC Closed Holding Positions

Basepoint Wealth LLC

  • $141 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
V
Visa Inc.

Financial Services
Q2 2025 Filed on Oct 16, 2025
576
$308.27 - $373.31 $178K - $215K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2024 Filed on Oct 16, 2025
1,667
$119.98 - $132.61 $200K - $221K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q2 2024 Filed on Oct 16, 2025
8,103
$25.12 - $25.81 $204K - $209K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2025 Filed on Oct 16, 2025
4,004
$44.12 - $59.6 $177K - $239K
DVA
Davita Inc.

Healthcare
Q2 2025 Filed on Oct 16, 2025
1,749
$133.5 - $155.51 $233K - $272K
FISV
Fiserv Inc

Technology
Q2 2025 Filed on Oct 16, 2025
1,120
N/A
SLB
Schlumberger Limited

Energy
Q2 2025 Filed on Oct 16, 2025
4,887
$31.95 - $42.2 $156K - $206K
CPB
Campbell Soup CO

Consumer Defensive
Q2 2025 Filed on Oct 16, 2025
5,921
$30.65 - $39.9 $181K - $236K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2025 Filed on Oct 16, 2025
416
$274.35 - $599.47 $114K - $249K
WY
Weyerhaeuser CO

Real Estate
Q2 2024 Filed on Oct 16, 2025
12,261
$27.96 - $35.56 $343K - $436K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2024 Filed on Oct 16, 2025
1,117
$191.3 - $230.14 $214K - $257K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2024 Filed on Oct 16, 2025
6,163
$59.73 - $68.0 $368K - $419K
BHP
Bhp Group LTD

Basic Materials
Q1 2024 Filed on Oct 16, 2025
8,000
$55.67 - $67.91 $445K - $543K
EIX
Edison International

Utilities
Q2 2024 Filed on Oct 16, 2025
4,047
$66.81 - $76.85 $270K - $311K
EXC
Exelon Corp

Utilities
Q1 2024 Filed on Oct 16, 2025
5,909
$33.62 - $37.57 $199K - $222K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2024 Filed on Oct 16, 2025
3,319
$63.15 - $72.88 $210K - $242K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q3 2022 Filed on Oct 08, 2025
2,501
$79.54 - $95.9 $199K - $240K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2022 Filed on Oct 08, 2025
562
$318.17 - $401.68 $179K - $226K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Oct 08, 2025
1,931
$93.29 - $138.58 $180K - $268K
CYRX
Cryoport, Inc.

Industrials
Q1 2022 Filed on Oct 08, 2025
3,500
$26.99 - $56.72 $94.5K - $199K
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