Impact Partnership Wealth, LLC Closed Holding Positions

Impact Partnership Wealth, LLC

  • $443 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2024 Filed on May 13, 2024
36
$119.98 - $132.61 $4.32K - $4.77K
TER
Teradyne, Inc

Technology
Q1 2024 Filed on May 13, 2024
47
$95.14 - $112.83 $4.47K - $5.3K
IRM
Iron Mountain Inc

Real Estate
Q1 2024 Filed on May 13, 2024
255
$65.34 - $81.37 $16.7K - $20.7K
HON
Honeywell International Inc

Industrials
Q1 2024 Filed on May 13, 2024
43
$193.01 - $209.0 $8.3K - $8.99K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2024 Filed on May 13, 2024
15
$376.91 - $417.69 $5.65K - $6.27K
GD
General Dynamics Corp

Industrials
Q1 2024 Filed on May 13, 2024
13
$249.34 - $282.55 $3.24K - $3.67K
EFX
Equifax Inc

Industrials
Q1 2024 Filed on May 13, 2024
31
$233.03 - $273.59 $7.22K - $8.48K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2024 Filed on May 13, 2024
80
$61.21 - $77.51 $4.9K - $6.2K
CLX
Clorox CO

Consumer Defensive
Q1 2024 Filed on May 13, 2024
3,916
$139.73 - $157.03 $547K - $615K
BDX
Becton Dickinson & CO

Healthcare
Q1 2024 Filed on May 13, 2024
11
$233.45 - $247.73 $2.57K - $2.73K
BAX
Baxter International Inc

Healthcare
Q1 2024 Filed on May 13, 2024
69
$37.88 - $43.77 $2.61K - $3.02K
SJT
San Juan Basin Royalty Trust

Energy
Q3 2023 Filed on Oct 17, 2023
1
$6.6 - $8.12 $6.6 - $8.12
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
Q3 2023 Filed on Oct 17, 2023
795
$48.95 - $49.66 $38.9K - $39.5K
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