Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2022 Filed on May 16, 2022
46
$50.66 - $56.06 $2.33K - $2.58K
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 16, 2022
400
$10.43 - $18.53 $4.17K - $7.41K
PLUG
Plug Power Inc

Industrials
Q1 2022 Filed on May 16, 2022
375
$18.26 - $29.65 $6.85K - $11.1K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2022 Filed on May 16, 2022
23,120
$22.05 - $24.55 $510K - $568K
SRRA
Sierra Oncology, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
1,140
$15.51 - $36.85 $17.7K - $42K
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 16, 2022
1,006
$74.35 - $138.65 $74.8K - $139K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on May 16, 2022
1,088
$9.81 - $15.4 $10.7K - $16.8K
W
Wayfair Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
500
$104.81 - $195.77 $52.4K - $97.9K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
200
$75.77 - $90.29 $15.2K - $18.1K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
13
$108.42 - $129.58 $1.41K - $1.68K
A F L A C Inc
Q1 2022 Filed on May 16, 2022
44
N/A
Etfs Physical Precious
Q1 2022 Filed on May 16, 2022
15
N/A
Boeing CO
Q1 2022 Filed on May 16, 2022
300
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
900
$52.13 - $60.52 $46.9K - $54.5K
CSWI
Csw Industrials, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
411
$110.55 - $125.68 $45.4K - $51.7K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2022 Filed on May 16, 2022
697
$58.6 - $65.99 $40.8K - $46K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
7
$1313.6 - $1690.67 $9.2K - $11.8K
ERF
Enerplus Corp

Energy
Q1 2022 Filed on May 16, 2022
2,800
$10.61 - $13.92 $29.7K - $39K
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2022 Filed on May 16, 2022
300
$30.45 - $38.25 $9.14K - $11.5K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
161
$34.29 - $40.4 $5.52K - $6.5K
Bath & Body Works Inc
Q1 2022 Filed on May 16, 2022
200
N/A
Bank Of America Corp
Q1 2022 Filed on May 16, 2022
1,460
N/A
Advanced Micro Devices
Q1 2022 Filed on May 16, 2022
70
N/A
Airbnb Inc
Q1 2022 Filed on May 16, 2022
50
N/A
Allete Inc New
Q1 2022 Filed on May 16, 2022
150
N/A
Allogene Therapeutics In
Q1 2022 Filed on May 16, 2022
575
N/A
Amer Electric Pwr CO Inc
Q1 2022 Filed on May 16, 2022
140
N/A
American Express Company
Q1 2022 Filed on May 16, 2022
675
N/A
Amgen Incorporated
Q1 2022 Filed on May 16, 2022
127
N/A
Antares Pharma Inc
Q1 2022 Filed on May 16, 2022
5,000
N/A
Bp PLC Adr
Q1 2022 Filed on May 16, 2022
3,172
N/A
OKE
Oneok Inc

Energy
Q1 2022 Filed on May 16, 2022
500
$58.53 - $72.27 $29.3K - $36.1K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
12
$178.7 - $226.45 $2.14K - $2.72K
ED
Consolidated Edison Inc

Utilities
Q1 2022 Filed on May 16, 2022
1,310
$81.08 - $94.73 $106K - $124K
GIS
General Mills Inc

Consumer Defensive
Q1 2022 Filed on May 16, 2022
1,300
$62.27 - $69.9 $81K - $90.9K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on May 16, 2022
66
$44.97 - $51.68 $2.97K - $3.41K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
26
$72.2 - $85.22 $1.88K - $2.22K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
342
$102.32 - $116.69 $35K - $39.9K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on May 16, 2022
322
$106.1 - $113.3 $34.2K - $36.5K
GLD
Spdr Gold Trust

ETFs
Q1 2022 Filed on May 16, 2022
45
$166.99 - $191.51 $7.51K - $8.62K
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on May 16, 2022
183
$53.18 - $63.16 $9.73K - $11.6K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2022 Filed on May 16, 2022
53
$30.88 - $35.96 $1.64K - $1.91K
BWX
Spdr Bloomberg International T

ETFs
Q1 2022 Filed on May 16, 2022
932
$25.82 - $28.22 $24.1K - $26.3K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2022 Filed on May 16, 2022
480
$37.66 - $42.71 $18.1K - $20.5K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2022 Filed on May 16, 2022
700
$95.06 - $104.22 $66.5K - $73K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2022 Filed on May 16, 2022
210
$150.07 - $182.21 $31.5K - $38.3K
CB
Chubb LTD

Financial Services
Q1 2022 Filed on May 16, 2022
315
$191.44 - $217.78 $60.3K - $68.6K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2022 Filed on May 16, 2022
12
$25.61 - $30.82 $307 - $370
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2022 Filed on May 16, 2022
26
$459.24 - $521.7 $11.9K - $13.6K
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