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 2021Mar 31, 2021 | NVO Novo Nordisk A/S | Sell - Position Exit | -130-100.0% |
Q1 2021Mar 31, 2021 | VFC V.F. Corporation | Sell | -200-8.3% |
Q1 2021Mar 31, 2021 | MLM Martin Marietta Materials, Inc. | Sell | -235-1.8% |
Q1 2021Mar 31, 2021 | LOW Lowe's Companies, Inc. | Sell | -244-1.2% |
Q1 2021Mar 31, 2021 | PEP Pepsico, Inc. | Sell | -359-0.9% |
Q1 2021Mar 31, 2021 | ORCL Oracle Corporation | Sell | -504-0.8% |
Q1 2021Mar 31, 2021 | AMAT Applied Materials, Inc. | Sell | -610-0.5% |
Q1 2021Mar 31, 2021 | BK The Bank of New York Mellon Cor | Sell | -822-1.2% |
Q1 2021Mar 31, 2021 | ZTS Zoetis Inc. | Sell | -1,740-3.0% |
Q1 2021Mar 31, 2021 | PGR Progressive Corporation (The) | Sell | -1,812-1.8% |
Q1 2021Mar 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,130-1.3% |
Q1 2021Mar 31, 2021 | BRO Brown & Brown, Inc. | Sell | -2,199-1.3% |
Q1 2021Mar 31, 2021 | USB U.S. Bancorp | Sell | -2,598-1.3% |
Q1 2021Mar 31, 2021 | WFC Wells Fargo & Company | Sell | -3,798-1.4% |
Q4 2020Dec 31, 2020 | AMAT Applied Materials, Inc. | Buy - Position Entry | +112,160 |
Q4 2020Dec 31, 2020 | VFC V.F. Corporation | Buy - Position Entry | +2,400 |
Q4 2020Dec 31, 2020 | PENN PENN Entertainment, Inc. | Buy - Position Entry | +1,844 |
Q4 2020Dec 31, 2020 | AEP American Electric Power Company | Buy - Position Entry | +1,000 |
Q4 2020Dec 31, 2020 | SO Southern Company (The) | Buy - Position Entry | +1,000 |
Q4 2020Dec 31, 2020 | PLD Prologis, Inc. | Buy - Position Entry | +270 |
Q4 2020Dec 31, 2020 | UNH UnitedHealth Group Incorporated | Sell | -30-0.2% |
Q4 2020Dec 31, 2020 | TJX TJX Companies, Inc. (The) | Sell | -150-9.3% |
Q4 2020Dec 31, 2020 | LOW Lowe's Companies, Inc. | Sell | -520-2.4% |
Q4 2020Dec 31, 2020 | ZTS Zoetis Inc. | Sell | -3,589-5.9% |
Q4 2020Dec 31, 2020 | PGR Progressive Corporation (The) | Sell | -4,991-4.7% |
Q4 2020Dec 31, 2020 | BRO Brown & Brown, Inc. | Sell | -8,380-4.8% |
Q4 2020Dec 31, 2020 | WFC Wells Fargo & Company | Sell | -20,450-7.2% |
Q3 2020Sep 30, 2020 | WFC Wells Fargo & Company | Buy | +11,000+4.0% |
Q3 2020Sep 30, 2020 | AAPL Apple Inc. | Buy | +213+300.0% |
Q3 2020Sep 30, 2020 | LOW Lowe's Companies, Inc. | Sell | -30-0.1% |