Allen Mooney & Barnes Investment Advisors LLC Allen, Mooney & Barnes Investment Adviso Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$559 Billion
Q2 2024

Number of Shares

66,600

Previous 76,600 13.05%

Holding current value

$899 Million

Previous $1.03 Billion 12.99%

% of portfolio

0.16%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	N/A	-10,000 Reduced 13.05%	66,600 $899 Million
Q1 2024 Apr 12, 2024	BUY	N/A	600 Added 0.79%	76,600 $1.03 Billion
Q4 2023 Jan 22, 2024	BUY	N/A	8,000 Added 11.76%	76,000 $1.05 Billion
Q3 2023 Nov 21, 2023	BUY	N/A	68,000 New	68,000 $925 Million
Q2 2023 May 23, 2024	BUY	N/A	600 Added 1.05%	58,000 $829 Million
Q1 2023 May 23, 2024	BUY	N/A	6,200 Added 12.11%	57,400 $835 Million
Q4 2022 May 23, 2024	SELL	N/A	-25,400 Reduced 33.16%	51,200 $763 Million
Q3 2022 May 23, 2024	SELL	N/A	-23,600 Reduced 31.55%	51,200 $736 Million
Q1 2022 May 23, 2024	SELL	N/A	-1,800 Reduced 2.35%	74,800 $1.06 Billion

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.

Account