Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 31, 2025 | |
| Total Stocks | 53 | |
| Portfolio Value | $284.06M |
Lountzis Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2022Mar 31, 2022 | WFC Wells Fargo & Company | Sell | -111-0.0% |
Q1 2022Mar 31, 2022 | ZTS Zoetis Inc. | Sell | -126-0.2% |
Q1 2022Mar 31, 2022 | IBM International Business Machines | Sell - Position Exit | -1,500-100.0% |
Q1 2022Mar 31, 2022 | BRO Brown & Brown, Inc. | Sell | -1,629-1.1% |
Q4 2021Dec 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Buy | +19+0.0% |
Q4 2021Dec 31, 2021 | PATH UiPath, Inc. | Sell - Position Exit | -2-100.0% |
Q4 2021Dec 31, 2021 | ZM Zoom Communications, Inc. | Sell - Position Exit | -2-100.0% |
Q4 2021Dec 31, 2021 | GOOGL Alphabet Inc. | Sell | -2-0.1% |
Q4 2021Dec 31, 2021 | TDG Transdigm Group Incorporated | Sell - Position Exit | -3-100.0% |
Q4 2021Dec 31, 2021 | CHTR Charter Communications, Inc. | Sell - Position Exit | -3-100.0% |
Q4 2021Dec 31, 2021 | OGN Organon & Co. | Sell - Position Exit | -5-100.0% |
Q4 2021Dec 31, 2021 | MCD McDonald's Corporation | Sell - Position Exit | -6-100.0% |
Q4 2021Dec 31, 2021 | VTI Vanguard Total Stock Market ETF | Sell - Position Exit | -10-100.0% |
Q4 2021Dec 31, 2021 | INTC Intel Corporation | Sell - Position Exit | -11-100.0% |
Q4 2021Dec 31, 2021 | ODFL Old Dominion Freight Line, Inc. | Sell - Position Exit | -15-100.0% |
Q4 2021Dec 31, 2021 | AMZN Amazon.com, Inc. | Sell - Position Exit | -16-100.0% |
Q4 2021Dec 31, 2021 | STZ Constellation Brands, Inc. | Sell - Position Exit | -19-100.0% |
Q4 2021Dec 31, 2021 | AMAT Applied Materials, Inc. | Sell | -20-0.0% |
Q4 2021Dec 31, 2021 | RAIL Freightcar America, Inc. | Sell - Position Exit | -28-100.0% |
Q4 2021Dec 31, 2021 | UNH UnitedHealth Group Incorporated | Sell | -38-0.3% |
Q4 2021Dec 31, 2021 | HD Home Depot, Inc. (The) | Sell - Position Exit | -38-100.0% |
Q4 2021Dec 31, 2021 | MD Pediatrix Medical Group, Inc. | Sell - Position Exit | -40-100.0% |
Q4 2021Dec 31, 2021 | COST Costco Wholesale Corporation | Sell - Position Exit | -50-100.0% |
Q4 2021Dec 31, 2021 | CWH Camping World Holdings, Inc. | Sell - Position Exit | -51-100.0% |
Q4 2021Dec 31, 2021 | MRK Merck & Company, Inc. | Sell - Position Exit | -57-100.0% |
Q4 2021Dec 31, 2021 | MLM Martin Marietta Materials, Inc. | Sell | -58-0.5% |
Q4 2021Dec 31, 2021 | WMT Walmart Inc. | Sell - Position Exit | -68-100.0% |
Q4 2021Dec 31, 2021 | NXST Nexstar Media Group, Inc. | Sell - Position Exit | -72-100.0% |
Q4 2021Dec 31, 2021 | DAL Delta Air Lines, Inc. | Sell - Position Exit | -85-100.0% |
Q4 2021Dec 31, 2021 | CCL Carnival Corporation | Sell - Position Exit | -100-100.0% |