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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ICU Medical ICUI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6
Closed -$990 – 293
2023
Q1 		$990 Buy
+6
New +$1.03K ﹤0.01% 300

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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ICUI Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of ICU Medical (ICUI) in Q2 2023, closing a stake of 6 shares — an estimated $990 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ICUI in Q1 2023 and held it in 1 quarter. The position peaked at $990 in Q1 2023. 231 funds tracked by Wall St. Rank hold ICUI as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining ICU Medical position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 6 ICU Medical shares in Q2 2023, an estimated $990.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ICU Medical in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ICU Medical position peaked at $990 in Q1 2023.
  • 231 funds tracked by Wall St. Rank held ICU Medical as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.