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

DateSymbolTypeQuantity
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%
Q3 2020Sep 30, 2020
BRK-B
Berkshire Hathaway Inc. New
Sell
-50-0.0%
Q3 2020Sep 30, 2020
UNH
UnitedHealth Group Incorporated
Sell
-50-0.4%
Q3 2020Sep 30, 2020
ZTS
Zoetis Inc.
Sell
-50-0.1%
Q3 2020Sep 30, 2020
BRO
Brown & Brown, Inc.
Sell
-200-0.1%
Q3 2020Sep 30, 2020
BK
The Bank of New York Mellon Cor
Sell
-200-0.3%
Q3 2020Sep 30, 2020
MHK
Mohawk Industries, Inc.
Sell
-305-3.2%
Q3 2020Sep 30, 2020
PGR
Progressive Corporation (The)
Sell
-400-0.4%
Q2 2020Jun 30, 2020
WFC
Wells Fargo & Company
Buy - Position Entry
+273,278
Q2 2020Jun 30, 2020
USB
U.S. Bancorp
Buy - Position Entry
+204,062
Q2 2020Jun 30, 2020
BRO
Brown & Brown, Inc.
Buy - Position Entry
+175,860
Q2 2020Jun 30, 2020
BRK-B
Berkshire Hathaway Inc. New
Buy - Position Entry
+158,699
Q2 2020Jun 30, 2020
PGR
Progressive Corporation (The)
Buy - Position Entry
+106,235
Q2 2020Jun 30, 2020
BK
The Bank of New York Mellon Cor
Buy - Position Entry
+67,705
Q2 2020Jun 30, 2020
ORCL
Oracle Corporation
Buy - Position Entry
+65,716
Q2 2020Jun 30, 2020
ZTS
Zoetis Inc.
Buy - Position Entry
+61,013
Q2 2020Jun 30, 2020
PEP
Pepsico, Inc.
Buy - Position Entry
+41,119
Q2 2020Jun 30, 2020
LOW
Lowe's Companies, Inc.
Buy - Position Entry
+21,686
Q2 2020Jun 30, 2020
WSFS
WSFS Financial Corporation
Buy - Position Entry
+19,000
Q2 2020Jun 30, 2020
MLM
Martin Marietta Materials, Inc.
Buy - Position Entry
+12,871
Q2 2020Jun 30, 2020
UNH
UnitedHealth Group Incorporated
Buy - Position Entry
+12,581
Q2 2020Jun 30, 2020
MHK
Mohawk Industries, Inc.
Buy - Position Entry
+9,571
Q2 2020Jun 30, 2020
ABT
Abbott Laboratories
Buy - Position Entry
+8,825
Q2 2020Jun 30, 2020
XOM
Exxon Mobil Corporation
Buy - Position Entry
+7,700
Q2 2020Jun 30, 2020
GEF
Greif Inc.
Buy - Position Entry
+6,400
Page 18 of 20584 total trades