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 |
---|---|---|---|
Q2 2020Jun 30, 2020 | CSL Carlisle Companies Incorporated | Buy - Position Entry | +200 |
Q2 2020Jun 30, 2020 | NVO Novo Nordisk A/S | Buy - Position Entry | +130 |
Q2 2020Jun 30, 2020 | CRS Carpenter Technology Corporatio | Buy - Position Entry | +115 |
Q2 2020Jun 30, 2020 | LRLCY L'Oreal Co. | Buy - Position Entry | +107 |
Q2 2020Jun 30, 2020 | META Meta Platforms, Inc. | Buy - Position Entry | +100 |
Q2 2020Jun 30, 2020 | AXP American Express Company | Buy - Position Entry | +96 |
Q2 2020Jun 30, 2020 | GOOG Alphabet Inc. | Buy - Position Entry | +93 |
Q2 2020Jun 30, 2020 | AAPL Apple Inc. | Buy - Position Entry | +71 |
Q2 2020Jun 30, 2020 | WMT Walmart Inc. | Buy - Position Entry | +68 |
Q2 2020Jun 30, 2020 | MRK Merck & Company, Inc. | Buy - Position Entry | +57 |
Q2 2020Jun 30, 2020 | COST Costco Wholesale Corporation | Buy - Position Entry | +50 |
Q2 2020Jun 30, 2020 | HD Home Depot, Inc. (The) | Buy - Position Entry | +38 |
Q2 2020Jun 30, 2020 | AMZN Amazon.com, Inc. | Buy - Position Entry | +10 |
Q2 2020Jun 30, 2020 | BRK-A Berkshire Hathaway Inc. | Buy - Position Entry | +1 |