Campbell Wealth Management Closed Holding Positions

Campbell Wealth Management

  • $1.12 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 02, 2022
3,270
$57.91 - $70.46 $189K - $230K
INTU
Intuit Inc

Technology
Q1 2022 Filed on May 18, 2022
355
$424.63 - $631.47 $151K - $224K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 21, 2021
20,246
N/A
VHT
Vanguard Health Care ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
2,526
$227.95 - $247.57 $576K - $625K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
207
$50.26 - $59.01 $10.4K - $12.2K
Monmouth Real Estate Invt CO
Q3 2020 Filed on Nov 02, 2020
728
N/A
NCR
Ncr Corp

Technology
Q3 2020 Filed on Nov 02, 2020
12
$16.17 - $22.14 $194 - $266
NEOG
Neogen Corp

Healthcare
Q3 2020 Filed on Nov 02, 2020
400
$36.62 - $40.95 $14.6K - $16.4K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
648
$95.65 - $127.11 $62K - $82.4K
NDSN
Nordson Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
438
$181.18 - $206.97 $79.4K - $90.7K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2020 Filed on Nov 02, 2020
11
$98.85 - $114.18 $1.09K - $1.26K
MSEX
Middlesex Water CO

Utilities
Q3 2020 Filed on Nov 02, 2020
1,401
$59.64 - $69.58 $83.6K - $97.5K
Micro Focus Intl PLC
Q3 2020 Filed on Nov 02, 2020
6
N/A
MET
Metlife Inc

Financial Services
Q3 2020 Filed on Nov 02, 2020
52
$35.39 - $40.57 $1.84K - $2.11K
MELI
Mercadolibre Inc

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
5
$956.62 - $1225.45 $4.78K - $6.13K
MDT
Medtronic PLC

Healthcare
Q3 2020 Filed on Nov 02, 2020
89
$90.13 - $108.78 $8.02K - $9.68K
MKC
Mccormick & CO Inc

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
300
$89.75 - $104.89 $26.9K - $31.5K
Marvell Technology Group LTD
Q3 2020 Filed on Nov 02, 2020
169
N/A
NSC
Norfolk Southern Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
349
$170.85 - $222.94 $59.6K - $77.8K
NOC
Northrop Grumman Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
80
$285.95 - $348.99 $22.9K - $27.9K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
125
$13.06 - $18.53 $1.63K - $2.32K
PXD
Pioneer Natural Resources CO

Energy
Q3 2020 Filed on Nov 02, 2020
75
$85.9 - $110.73 $6.44K - $8.3K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 02, 2020
1,563
$13.41 - $16.83 $21K - $26.3K
PSX
Phillips 66

Energy
Q3 2020 Filed on Nov 02, 2020
1,663
$51.84 - $69.11 $86.2K - $115K
Perspecta Inc
Q3 2020 Filed on Nov 02, 2020
16
N/A
Peoples United Financial Inc
Q3 2020 Filed on Nov 02, 2020
951
N/A
PBA
Pembina Pipeline Corp

Energy
Q3 2020 Filed on Nov 02, 2020
3,071
$21.09 - $26.97 $64.8K - $82.8K
PANW
Palo Alto Networks Inc

Technology
Q3 2020 Filed on Nov 02, 2020
14
$229.36 - $272.52 $3.21K - $3.82K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
230
$55.78 - $65.34 $12.8K - $15K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
200
$419.41 - $482.62 $83.9K - $96.5K
OCC
Optical Cable Corp

Technology
Q3 2020 Filed on Nov 02, 2020
17
$2.24 - $3.09 $38.1 - $52.5
OGE
Oge Energy Corp.

Utilities
Q3 2020 Filed on Nov 02, 2020
160
$28.69 - $33.79 $4.59K - $5.41K
OXY
Occidental Petroleum Corp

Energy
Q3 2020 Filed on Nov 02, 2020
89
$9.99 - $18.18 $889 - $1.62K
NXPI
Nxp Semiconductors N.V.

Technology
Q3 2020 Filed on Nov 02, 2020
62
$111.91 - $132.1 $6.94K - $8.19K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q3 2020 Filed on Nov 02, 2020
1,179
$14.04 - $14.94 $16.6K - $17.6K
NVS
Novartis Ag

Healthcare
Q3 2020 Filed on Nov 02, 2020
55
$82.14 - $91.0 $4.52K - $5.01K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
480
$80.13 - $100.07 $38.5K - $48K
MPC
Marathon Petroleum Corp

Energy
Q3 2020 Filed on Nov 02, 2020
47
$28.62 - $39.91 $1.35K - $1.88K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2020 Filed on Nov 02, 2020
78
$53.91 - $60.23 $4.2K - $4.7K
ACWI
Ishares Msci Acwi ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
177
$74.27 - $84.01 $13.1K - $14.9K
AAXJ
Ishares Msci All Country Asia

ETFs
Q3 2020 Filed on Nov 02, 2020
114
$69.88 - $79.29 $7.97K - $9.04K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
600
$65.69 - $75.96 $39.4K - $45.6K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q3 2020 Filed on Nov 02, 2020
175
$26.63 - $29.5 $4.66K - $5.16K
IDU
Ishares Tr U S Utils ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
20
$70.19 - $76.14 $1.4K - $1.52K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2020 Filed on Nov 02, 2020
105
$55.44 - $62.69 $5.82K - $6.58K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2020 Filed on Nov 02, 2020
509
$79.56 - $90.13 $40.5K - $45.9K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2020 Filed on Nov 02, 2020
714
$74.79 - $85.06 $53.4K - $60.7K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
550
$61.1 - $65.92 $33.6K - $36.3K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2020 Filed on Nov 02, 2020
121
$161.12 - $171.57 $19.5K - $20.8K
Track This Portfolio

Track Campbell Wealth Management Portfolio

Follow Campbell Wealth Management 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 Campbell Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Campbell Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email