Big Sur Wealth Management LLC UNITED TECHNOLOGIES CORP Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 05, 2020
SELL
N/A
-1,402 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
N/A
1,402 New
1,402 $210,000
Q2 2019

Jul 05, 2019
SELL
N/A
-2,252 Closed
0 $0
Q1 2018

May 03, 2018
SELL
N/A
-2 Reduced 0.09%
2,252 $283,000
Q4 2017

Feb 01, 2018
BUY
N/A
5 Added 0.22%
2,254 $288,000
Q3 2017

Nov 02, 2017
SELL
N/A
-44 Reduced 1.92%
2,249 $261,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,293
2,293 $272,000
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email