Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 30, 2025 | |
| Total Stocks | 52 | |
| Portfolio Value | $264.69M |
Lountzis Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2022Sep 30, 2022 | ABT Abbott Laboratories | Sell | -200-2.3% |
Q3 2022Sep 30, 2022 | MLM Martin Marietta Materials, Inc. | Sell | -225-1.8% |
Q3 2022Sep 30, 2022 | UNH UnitedHealth Group Incorporated | Sell | -278-2.3% |
Q3 2022Sep 30, 2022 | PEP Pepsico, Inc. | Sell | -325-0.8% |
Q3 2022Sep 30, 2022 | YUMC Yum China Holdings, Inc. | Sell | -521-10.2% |
Q3 2022Sep 30, 2022 | AMAT Applied Materials, Inc. | Sell | -737-0.6% |
Q3 2022Sep 30, 2022 | PGR Progressive Corporation (The) | Sell | -790-0.9% |
Q3 2022Sep 30, 2022 | USB U.S. Bancorp | Sell | -937-0.5% |
Q3 2022Sep 30, 2022 | BK The Bank of New York Mellon Cor | Sell | -1,000-1.5% |
Q3 2022Sep 30, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -1,205-0.8% |
Q3 2022Sep 30, 2022 | JNJ Johnson & Johnson | Sell - Position Exit | -1,237-100.0% |
Q3 2022Sep 30, 2022 | WFC Wells Fargo & Company | Sell | -1,329-0.5% |
Q3 2022Sep 30, 2022 | IBM International Business Machines | Sell - Position Exit | -1,500-100.0% |
Q3 2022Sep 30, 2022 | BRO Brown & Brown, Inc. | Sell | -1,609-1.1% |
Q2 2022Jun 30, 2022 | WFC Wells Fargo & Company | Buy | +20,336+8.1% |
Q2 2022Jun 30, 2022 | AMAT Applied Materials, Inc. | Buy | +4,933+4.5% |
Q2 2022Jun 30, 2022 | IBM International Business Machines | Buy - Position Entry | +1,500 |
Q2 2022Jun 30, 2022 | GOOGL Alphabet Inc. | Buy | +180+7.9% |
Q2 2022Jun 30, 2022 | ZTS Zoetis Inc. | Sell | -5-0.0% |
Q2 2022Jun 30, 2022 | PEP Pepsico, Inc. | Sell | -20-0.0% |
Q2 2022Jun 30, 2022 | USB U.S. Bancorp | Sell | -25-0.0% |
Q2 2022Jun 30, 2022 | XOM Exxon Mobil Corporation | Sell | -75-1.0% |
Q2 2022Jun 30, 2022 | UNH UnitedHealth Group Incorporated | Sell | -177-1.5% |
Q2 2022Jun 30, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -246-0.2% |
Q2 2022Jun 30, 2022 | PGR Progressive Corporation (The) | Sell | -687-0.7% |
Q2 2022Jun 30, 2022 | BRO Brown & Brown, Inc. | Sell | -1,170-0.8% |
Q2 2022Jun 30, 2022 | WTRG Essential Utilities, Inc. | Sell - Position Exit | -4,191-100.0% |
Q1 2022Mar 31, 2022 | YUMC Yum China Holdings, Inc. | Buy | +495+10.7% |
Q1 2022Mar 31, 2022 | UNH UnitedHealth Group Incorporated | Sell | -11-0.1% |
Q1 2022Mar 31, 2022 | AMAT Applied Materials, Inc. | Sell | -18-0.0% |