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 |
---|---|---|---|
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 |