Madison Wealth Management Closed Holding Positions

Madison Wealth Management

  • $449 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
GGG
Graco Inc

Industrials
Q1 2020 Filed on May 08, 2020
9,760
$39.46 - $56.86 $385K - $555K
CDW
Cdw Corp

Technology
Q1 2020 Filed on May 08, 2020
6,486
$79.56 - $144.6 $516K - $938K
COP
Conocophillips

Energy
Q1 2020 Filed on May 08, 2020
3,380
$22.67 - $66.48 $76.6K - $225K
CX
Cemex Sab De Cv

Basic Materials
Q1 2020 Filed on May 08, 2020
10,181
$1.63 - $4.35 $16.6K - $44.3K
ATHM
Autohome Inc.

Communication Services
Q1 2020 Filed on May 08, 2020
8,637
$63.71 - $91.54 $550K - $791K
ATRI
Atrion Corp

Healthcare
Q1 2020 Filed on May 08, 2020
347
$615.5 - $751.4 $214K - $261K
Aspen Technology Inc
Q1 2020 Filed on May 08, 2020
4,461
N/A
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q1 2020 Filed on May 08, 2020
6,482
$18.01 - $38.09 $117K - $247K
AIG
American International Group, Inc.

Financial Services
Q1 2020 Filed on May 08, 2020
10,610
$18.78 - $54.47 $199K - $578K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2020 Filed on May 08, 2020
1,849
$129.61 - $174.46 $240K - $323K
IBM
International Business Machines Corp

Technology
Q1 2020 Filed on May 08, 2020
1,629
$90.6 - $149.87 $148K - $244K
IRM
Iron Mountain Inc

Real Estate
Q1 2020 Filed on May 08, 2020
11,581
$22.4 - $34.45 $259K - $399K
Wabco Hldgs Inc
Q1 2020 Filed on May 08, 2020
3,660
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2020 Filed on May 08, 2020
5,322
$41.02 - $59.59 $218K - $317K
TDY
Teledyne Technologies Inc

Technology
Q1 2020 Filed on May 08, 2020
2,429
$201.18 - $394.06 $489K - $957K
MC
Moelis & CO

Financial Services
Q1 2020 Filed on May 08, 2020
8,986
$23.83 - $39.95 $214K - $359K
LIN
Linde PLC

Basic Materials
Q1 2020 Filed on May 08, 2020
1,390
$150.0 - $223.55 $209K - $311K
Fiat Chrysler Automobiles N
Q1 2020 Filed on May 08, 2020
10,450
N/A
ROLL
Rbc Bearings Inc

Industrials
Q1 2020 Filed on May 08, 2020
2,110
$81.77 - $181.97 $173K - $384K
PRI
Primerica, Inc.

Financial Services
Q1 2020 Filed on May 08, 2020
5,120
$62.35 - $136.89 $319K - $701K
PSMT
Pricesmart Inc

Consumer Defensive
Q1 2020 Filed on May 08, 2020
3,871
$42.94 - $69.5 $166K - $269K
POOL
Pool Corp

Industrials
Q1 2020 Filed on May 08, 2020
2,326
$167.78 - $236.0 $390K - $549K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2020 Filed on May 08, 2020
3,171
$107.33 - $150.48 $340K - $477K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2020 Filed on May 08, 2020
1,402
$281.31 - $380.25 $394K - $533K
LSXMA
Liberty Media Corp

Communication Services
Q1 2020 Filed on May 08, 2020
20,876
$22.92 - $50.08 $478K - $1.05M
American Intl Group Inc
Q1 2020 Filed on May 08, 2020
81,204
N/A
Track This Portfolio

Track Madison Wealth Management Portfolio

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

News

Stay updated on Madison Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email