Defined Wealth Management, LLC Closed Holding Positions

Defined Wealth Management, LLC

  • $146 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 18, 2021
679
$13.59 - $18.54 $9.23K - $12.6K
KLAC
Kla Corp

Technology
Q1 2021 Filed on May 18, 2021
27
$260.33 - $337.18 $7.03K - $9.1K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on May 18, 2021
12
$127.21 - $148.97 $1.53K - $1.79K
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2021 Filed on May 18, 2021
434
$34.56 - $38.32 $15K - $16.6K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2021 Filed on May 18, 2021
13
$89.43 - $99.25 $1.16K - $1.29K
VFH
Vanguard Financial ETF

ETFs
Q1 2021 Filed on May 18, 2021
329
$71.74 - $86.71 $23.6K - $28.5K
APH
Amphenol Corp

Technology
Q1 2021 Filed on May 18, 2021
27
$60.04 - $67.96 $1.62K - $1.83K
SLB
Schlumberger Limited

Energy
Q1 2021 Filed on May 18, 2021
600
$21.81 - $29.95 $13.1K - $18K
SHOP
Shopify Inc.

Technology
Q1 2021 Filed on May 18, 2021
52
$103.99 - $147.4 $5.41K - $7.66K
ROK
Rockwell Automation, Inc

Industrials
Q1 2021 Filed on May 18, 2021
32
$241.05 - $273.55 $7.71K - $8.75K
DOW
Dow Inc.

Basic Materials
Q1 2021 Filed on May 18, 2021
854
$51.9 - $66.01 $44.3K - $56.4K
FWONA
Liberty Media Corp

Communication Services
Q1 2021 Filed on May 18, 2021
162
$35.53 - $42.72 $5.76K - $6.92K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2021 Filed on May 18, 2021
922
$59.34 - $66.74 $54.7K - $61.5K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on May 18, 2021
124
$51.5 - $63.84 $6.39K - $7.92K
Fireeye Inc
Q1 2021 Filed on May 18, 2021
3,635
N/A
LSXMA
Liberty Media Corp

Communication Services
Q1 2021 Filed on May 18, 2021
650
$39.88 - $46.94 $25.9K - $30.5K
AMCX
Amc Networks Inc.

Communication Services
Q1 2021 Filed on May 18, 2021
550
$35.6 - $78.63 $19.6K - $43.2K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2021 Filed on May 18, 2021
25
$148.16 - $159.71 $3.7K - $3.99K
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