Bcm Advisors, LLC Closed Holding Positions

Bcm Advisors, LLC

  • $441 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AXAHY
Axa Ads (1 Ord Shs)

Financial Services
Q4 2021 Filed on Feb 02, 2022
46,000
$27.32 - $29.88 $1.26M - $1.37M
SO
Southern CO

Utilities
Q4 2021 Filed on Feb 02, 2022
71,158
$61.1 - $68.58 $4.35M - $4.88M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q4 2021 Filed on Feb 02, 2022
9,701
$53.05 - $58.54 $515K - $568K
VB
Vanguard Small Cap ETF

ETFs
Q3 2021 Filed on Nov 01, 2021
1,420
$211.9 - $229.42 $301K - $326K
VZ
Verizon Communications Inc

Communication Services
Q3 2021 Filed on Nov 01, 2021
54,162
$54.01 - $56.55 $2.93M - $3.06M
Red Hawk Holdings Corp
Q3 2021 Filed on Nov 01, 2021
500,000
N/A
PG
Procter & Gamble CO

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
2,200
$131.18 - $138.43 $289K - $305K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
12,470
$68.69 - $86.36 $857K - $1.08M
Powershares S&P Midcap
Q4 2020 Filed on Feb 10, 2021
15,617
N/A
EURN
Euronav Nv

Energy
Q4 2020 Filed on Feb 10, 2021
30,000
$7.36 - $9.18 $221K - $275K
HWM
Howmet Aerospace Inc.

Industrials
Q3 2020 Filed on Nov 04, 2020
23,500
$14.77 - $18.78 $347K - $441K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q3 2020 Filed on Nov 04, 2020
15,523
$15.21 - $16.25 $236K - $252K
ADP
Automatic Data Processing Inc

Industrials
Q3 2020 Filed on Nov 04, 2020
1,498
$128.72 - $150.73 $193K - $226K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2020 Filed on Aug 05, 2020
356,671
$69.86 - $70.63 $24.9M - $25.2M
Arconic Inc
Q2 2020 Filed on Aug 05, 2020
29,375
N/A
BDX
Becton Dickinson & CO

Healthcare
Q1 2020 Filed on Apr 23, 2020
1,324
$195.69 - $279.01 $259K - $369K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2020 Filed on Apr 23, 2020
283,255
$48.23 - $51.34 $13.7M - $14.5M
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2020 Filed on Apr 23, 2020
1,834
$56.92 - $86.39 $104K - $158K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2020 Filed on Apr 23, 2020
887,895
$25.66 - $44.35 $22.8M - $39.4M
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2020 Filed on Apr 23, 2020
2,434
$224.65 - $339.88 $547K - $827K
VTV
Vanguard Value ETF

ETFs
Q1 2020 Filed on Apr 23, 2020
5,611
$76.76 - $121.42 $431K - $681K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2020 Filed on Apr 23, 2020
421,117
$49.36 - $76.45 $20.8M - $32.2M
Etfs Gold Trust
Q1 2020 Filed on Apr 23, 2020
276,462
N/A
CLX
Clorox CO

Consumer Defensive
Q4 2019 Filed on Jan 08, 2020
1,976
$145.02 - $153.54 $287K - $303K
Advanced Micro Devices
Q3 2019 Filed on Oct 23, 2019
12,000
N/A
SJM
J M Smucker CO

Consumer Defensive
Q1 2019 Filed on Apr 11, 2019
17,989
$93.88 - $116.5 $1.69M - $2.1M
A T & T Corp New
Q1 2019 Filed on Apr 11, 2019
74,323
N/A
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2018 Filed on Jan 11, 2019
5,198
$92.8 - $119.62 $482K - $622K
Powershares S&P 500 High Div
Q2 2018 Filed on Jul 19, 2018
1,057,398
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2018 Filed on Jul 19, 2018
2,195
$98.52 - $109.41 $216K - $240K
Home Bancorp Inc
Q1 2018 Filed on Apr 13, 2018
11,094
N/A
DIS
Walt Disney CO

Communication Services
Q1 2018 Filed on Apr 13, 2018
69,080
$98.54 - $112.47 $6.81M - $7.77M
VUG
Vanguard Growth ETF

ETFs
Q1 2018 Filed on Apr 13, 2018
3,190
N/A
Western Asst Mngd Muncpl
Q4 2017 Filed on Feb 21, 2018
11,847
N/A
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