Private Wealth Management Group, LLC Sells in Q3 2025

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EPC
Edgewell Personal Care CO

Consumer Defensive
-25
- 51.02%
$19.42 - $27.1 $486 - $678
24 $489K
UDR
Udr, Inc.

Real Estate
-2
- 1.29%
$36.71 - $41.37 $73.4 - $82.7
153 $5.7M
VERX
Vertex, Inc.

Technology
-3
- 6.0%
$23.87 - $36.4 $71.6 - $109
47 $1.17M
FTV
Fortive Corp

Technology
-2
- 1.28%
$46.55 - $53.34 $93.1 - $107
154 $7.55M
COTY
Coty Inc.

Consumer Defensive
-44
- 6.75%
$3.69 - $5.15 $162 - $227
608 $2.46M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-21
- 26.25%
$19.13 - $22.22 $402 - $467
59 $1.16M
CABO
Cable One, Inc.

Communication Services
-6
- 50.0%
$119.56 - $177.68 $717 - $1.07K
6 $1.06M
Six Flags Entertainment Corp
-12
- 33.33%
N/A
24 $546K
ABM
Abm Industries Inc

Industrials
-8
- 5.37%
$44.78 - $49.66 $358 - $397
141 $6.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
-30
- 5.79%
$92.26 - $97.51 $2.77K - $2.93K
488 $47.1M
Ingram Micro Hldg Corp
-28
- 11.43%
N/A
217 $4.66M
Linde PLC
-5
- 1.49%
N/A
330 $157M
Millrose Pptys Inc
-14
- 70.0%
N/A
6 $202K
HUBG
Hub Group, Inc.

Industrials
-16
- 8.7%
$33.6 - $37.58 $538 - $601
168 $5.79M
DOV
Dover Corp

Industrials
-1
- 12.5%
$165.59 - $190.9 $166 - $191
7 $1.17M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-8
- 10.67%
$90.62 - $107.71 $725 - $862
67 $6.6M
GIS
General Mills Inc

Consumer Defensive
-2
- 2.82%
$48.44 - $53.83 $96.9 - $108
69 $3.48M
FRT
Federal Realty Investment Trust

Real Estate
-1
- 50.0%
$90.61 - $102.67 $90.6 - $103
1 $102K
AVA
Avista Corp

Utilities
-2
- 7.41%
$35.55 - $38.37 $71.1 - $76.7
25 $946K
ED
Consolidated Edison Inc

Utilities
-1
- 0.45%
$95.57 - $105.36 $95.6 - $105
223 $22.4M
BALL
Ball Corp

Consumer Cyclical
-1
- 50.0%
$48.47 - $59.71 $48.5 - $59.7
1 $51K
WU
Western Union CO

Financial Services
-5
- 62.5%
$7.88 - $8.84 $39.4 - $44.2
3 $24K
Ispire Technology Inc
-14
- 5.47%
N/A
242 $620K
STLD
Steel Dynamics Inc

Basic Materials
-6
- 7.89%
N/A
70 $9.76M
Bunge Global Sa
-1
- 0.85%
N/A
116 $9.43M
Digitalbridge Group Inc
-8
- 7.48%
N/A
99 $1.16M
AUR
Aurora Innovation, Inc.

Technology
-22
- 1.87%
$5.05 - $6.56 $111 - $144
1.16K $6.24M
MSI
Motorola Solutions, Inc.

Technology
-7
- 7.78%
$408.73 - $490.3 $2.86K - $3.43K
83 $38M
OGS
One Gas, Inc.

Utilities
-6
- 8.96%
$72.16 - $80.94 $433 - $486
61 $4.94M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-3
- 11.54%
$241.95 - $303.82 $726 - $911
23 $6.45M
BXP
Boston Properties Inc

Real Estate
-1
- 2.38%
$62.11 - $78.93 $62.1 - $78.9
41 $3.05M
LOW
Lowes Companies Inc

Consumer Cyclical
-27
- 11.07%
$215.01 - $273.02 $5.81K - $7.37K
217 $54.5M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
-4
- 6.25%
N/A
60 $2.4M
SKY
Skyline Champion Corp

Consumer Cyclical
-11
- 10.48%
$60.9 - $78.84 $670 - $867
94 $7.18M
Ncr Atleos Corporation
-11
- 10.68%
N/A
92 $3.62M
MO
Altria Group, Inc.

Consumer Defensive
-104
- 10.21%
$57.75 - $67.68 $6.01K - $7.04K
915 $60.4M
MRVL
Marvell Technology, Inc.

Technology
-6
- 2.54%
$62.31 - $84.07 $374 - $504
230 $19.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
-45
- 3.56%
$84.55 - $89.54 $3.8K - $4.03K
1.22K $109M
NFG
National Fuel Gas CO

Energy
-3
- 1.49%
$82.19 - $93.72 $247 - $281
199 $18.4M
MP
Mp Materials Corp.

Basic Materials
-5
- 10.42%
$30.03 - $77.13 $150 - $386
43 $2.89M
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 3.08%
$291.67 - $316.99 $5.25K - $5.71K
567 $172M
HPQ
Hp Inc

Technology
-1
- 0.19%
$24.45 - $29.35 $24.5 - $29.4
531 $14.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 1.69%
$534.91 - $598.71 $535 - $599
58 $32.6M
RNA
Avidity Biosciences, Inc.

Healthcare
-1
- 0.82%
$28.46 - $50.36 $28.5 - $50.4
121 $5.27M
CVS
Cvs Health Corp

Healthcare
-2
- 0.62%
$58.75 - $76.5 $118 - $153
320 $24.1M
WCC
Wesco International Inc

Industrials
-4
- 3.54%
$189.22 - $227.19 $757 - $909
109 $23.1M
HL
Hecla Mining CO

Basic Materials
-150
- 22.66%
$5.59 - $12.1 $839 - $1.82K
512 $6.2M
AVD
American Vanguard Corp

Basic Materials
-30
- 2.04%
$3.36 - $5.81 $101 - $174
1.44K $8.26M
NEE
Nextera Energy Inc

Utilities
-16
- 2.52%
$69.77 - $77.54 $1.12K - $1.24K
619 $46.7M
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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