Fogel Capital Management, Inc. Purchases and Sells in Q4 2024

Fogel Capital Management, Inc.

$199 Billion
Q4 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	404 + 0.57%	$159.67 - $250.0 $64.5K - $101K	71.7K $16.6B
EPD	28K + 8.7%	$28.66 - $34.43 $802K - $964K	350K $11B
ET	9.86K + 2.52%	$16.05 - $19.86 $158K - $196K	401K $7.86B
BAC	4.39K + 1.4%	$39.22 - $47.77 $172K - $210K	318K $14B
ESLT	560 + 4.93%	$201.1 - $263.5 $113K - $148K	11.9K $3.07B
TDY	727 + 12.35%	$436.59 - $489.24 $317K - $356K	6.61K $3.07B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFF	46.6K New	$31.23 - $33.51 $1.45M - $1.56M	46.6K $1.46B
XOM	2.39K New	$105.51 - $125.37 $252K - $300K	2.39K $257M
IWF	505 New	$370.24 - $418.94 $187K - $212K	505 $203M
EVV	18K New	$9.77 - $10.51 $176K - $189K	18K $176M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FCX	-1.07K - 0.82%	$38.08 - $50.82 $40.7K - $54.4K	129K $4.93B
COP	-3.78K - 5.88%	$95.12 - $114.72 $360K - $434K	60.6K $6.01B
EEM	-885 - 2.0%	$41.82 - $47.36 $37K - $41.9K	43.4K $1.82B
SPY	-376 - 4.1%	$567.81 - $607.81 $213K - $229K	8.8K $5.16B
MCO	-35 - 0.32%	$454.04 - $500.88 $15.9K - $17.5K	10.8K $5.1B
DIA	-52 - 3.08%	$417.69 - $450.94 $21.7K - $23.4K	1.64K $697M

Activity Summary All Purchases 25 New Holdings 4 Increased Positions 21 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fogel Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fogel Capital Management, Inc. with notifications on news.