Minich Mac Gregor Wealth Management, LLC Closed Holding Positions

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Royal Dutch Shell PLC Spon Adr B
Q4 2018 Filed on Jan 17, 2019
13
N/A
CDK
Cdk Global, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
166
$45.0 - $62.27 $7.47K - $10.3K
SAP
Sap Se

Technology
Q4 2018 Filed on Jan 17, 2019
45
$95.0 - $123.27 $4.28K - $5.55K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
40
$97.32 - $148.76 $3.89K - $5.95K
ELV
Elevance Health, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
10
$249.0 - $296.25 $2.49K - $2.96K
Buckeye Partners Uts L P Unit LTD Partnership Int
Q4 2018 Filed on Jan 17, 2019
1,060
N/A
ALGN
Align Technology Inc

Healthcare
Q4 2018 Filed on Jan 17, 2019
35
$193.72 - $391.52 $6.78K - $13.7K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2018 Filed on Jan 17, 2019
398
N/A
Zix Corp Com
Q4 2018 Filed on Jan 17, 2019
300
N/A
Mallinckrodt Pub LTD CO Shs
Q4 2018 Filed on Jan 17, 2019
4
N/A
Amerigas Partners LP Units LTD Partnership Int
Q4 2018 Filed on Jan 17, 2019
1,246
N/A
Aetna Inc Com
Q4 2018 Filed on Jan 17, 2019
74
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2018 Filed on Jan 17, 2019
4,118
N/A
GSK
Gsk PLC

Healthcare
Q4 2018 Filed on Jan 17, 2019
356
$37.8 - $42.69 $13.5K - $15.2K
NVS
Novartis Ag

Healthcare
Q4 2018 Filed on Jan 17, 2019
17
$73.66 - $82.02 $1.25K - $1.39K
Ingersoll Rand PLC Shs
Q4 2018 Filed on Jan 17, 2019
200
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2018 Filed on Jan 17, 2019
293
N/A
BLDP
Ballard Power Systems Inc.

Industrials
Q4 2018 Filed on Jan 17, 2019
10
$2.26 - $4.33 $22.6 - $43.3
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
90
$122.46 - $152.65 $11K - $13.7K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2018 Filed on Jan 17, 2019
9
$18.59 - $21.69 $167 - $195
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
4,996
$44.49 - $52.78 $222K - $264K
BIDU
Baidu, Inc.

Communication Services
Q4 2018 Filed on Jan 17, 2019
18
$157.12 - $227.4 $2.83K - $4.09K
SBNY
Signature Bank Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
12
$100.43 - $123.33 $1.21K - $1.48K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q3 2018 Filed on Oct 17, 2018
24
$47.31 - $48.97 $1.14K - $1.18K
CBSH
Commerce Bancshares Inc

Financial Services
Q3 2018 Filed on Oct 17, 2018
29
$55.98 - $62.19 $1.62K - $1.8K
Harris Corp Del Com
Q3 2018 Filed on Oct 17, 2018
12
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q3 2018 Filed on Oct 17, 2018
7
$297.76 - $369.15 $2.08K - $2.58K
AADR
Advisorshares Dorsey Wright Ad

ETFs
Q3 2018 Filed on Oct 17, 2018
0
N/A
Cray Inc Com New
Q3 2018 Filed on Oct 17, 2018
597
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 17, 2018
10
$24.51 - $39.46 $245 - $395
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2018 Filed on Oct 17, 2018
43
$87.57 - $106.73 $3.77K - $4.59K
Match Group Inc Com
Q3 2018 Filed on Oct 17, 2018
676
N/A
Sodastream International LTD Usd Shs
Q3 2018 Filed on Oct 17, 2018
286
N/A
Syntel Inc Com
Q3 2018 Filed on Oct 17, 2018
887
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 17, 2018
1,959
$34.38 - $41.82 $67.4K - $81.9K
Seagate Technology
Q3 2018 Filed on Oct 17, 2018
1,727
N/A
Praxair Inc
Q3 2018 Filed on Oct 17, 2018
12
N/A
ATHM
Autohome Inc.

Communication Services
Q3 2018 Filed on Oct 17, 2018
322
$71.77 - $105.53 $23.1K - $34K
Shutterfly Inc Com
Q3 2018 Filed on Oct 17, 2018
253
N/A
STT
State Street Corp

Financial Services
Q3 2018 Filed on Oct 17, 2018
18
$82.85 - $95.33 $1.49K - $1.72K
Mellanox Technologies LTD Shs
Q3 2018 Filed on Oct 17, 2018
262
N/A
DLX
Deluxe Corp

Communication Services
Q3 2018 Filed on Oct 17, 2018
105
$55.65 - $66.8 $5.84K - $7.01K
PIZ
Invesco Exchange Traded Fd Tr
Q3 2018 Filed on Oct 17, 2018
7,510
N/A
BFB
Brown Forman Corp Cl B
Q3 2018 Filed on Oct 17, 2018
35
N/A
ENR
Energizer Holdings, Inc.

Industrials
Q3 2018 Filed on Oct 17, 2018
234
$58.65 - $65.06 $13.7K - $15.2K
NFG
National Fuel Gas CO

Energy
Q3 2018 Filed on Oct 17, 2018
27
$52.83 - $57.09 $1.43K - $1.54K
PAYX
Paychex Inc

Industrials
Q3 2018 Filed on Oct 17, 2018
27
$67.78 - $75.25 $1.83K - $2.03K
General Growth Pptys Inc
Q3 2018 Filed on Oct 17, 2018
172
N/A
SJI
South Jersey Industries Inc

Utilities
Q3 2018 Filed on Oct 17, 2018
0
$32.54 - $36.0 $0 - $0
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