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