Aufman Associates Inc Sells in Q4 2024

Aufman Associates Inc

  • $148 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
-11.3K
- 11.84%
$86.31 - $112.64 $975K - $1.27M
84.1K $7.26M
MTX
Minerals Technologies Inc

Basic Materials
-12.5K
- 25.77%
$74.88 - $84.6 $936K - $1.06M
36K $2.74M
CCI
Crown Castle International Corp

Real Estate
-300
- 1.6%
$89.78 - $119.11 $26.9K - $35.7K
18.5K $1.67M
KHC
Kraft Heinz CO

Consumer Defensive
-2.16K
- 5.42%
$30.1 - $36.02 $64.9K - $77.6K
37.6K $1.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-286
- 3.7%
$442.29 - $483.08 $126K - $138K
7.45K $3.38M
MRK
Merck & Co., Inc.

Healthcare
-464
- 11.41%
$96.31 - $114.76 $44.7K - $53.2K
3.6K $358K
XOM
Exxon Mobil Corp

Energy
-126
- 1.36%
$105.51 - $125.37 $13.3K - $15.8K
9.13K $982K
PEP
Pepsico Inc

Consumer Defensive
-416
- 19.32%
$151.29 - $176.1 $62.9K - $73.3K
1.74K $264K
KO
Coca Cola CO

Consumer Defensive
-299
- 6.97%
$61.74 - $71.71 $18.5K - $21.4K
3.99K $248K
MCD
Mcdonalds Corp

Consumer Cyclical
-102
- 9.02%
$288.47 - $316.54 $29.4K - $32.3K
1.03K $298K
PPL
Ppl Corp

Utilities
-1.18K
- 13.64%
$31.47 - $35.0 $37.2K - $41.4K
7.49K $242K
VZ
Verizon Communications Inc

Communication Services
-162
- 2.42%
$39.6 - $45.21 $6.42K - $7.32K
6.52K $260K
MSFT
Microsoft Corp

Technology
-16
- 0.5%
$406.35 - $454.46 $6.5K - $7.27K
3.16K $1.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-315
- 20.86%
$172.07 - $207.36 $54.2K - $65.3K
1.2K $236K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-291
- 6.64%
$61.68 - $67.87 $17.9K - $19.8K
4.09K $254K
JPM
Jpmorgan Chase & CO

Financial Services
-170
- 14.9%
$205.18 - $250.29 $34.9K - $42.5K
971 $232K
SPY
Spdr S&P 500 ETF Trust

ETFs
-39
- 2.8%
$567.81 - $607.81 $22.1K - $23.7K
1.36K $794K
IVW
Ishares S&P 500 Growth ETF

ETFs
-128
- 5.81%
$94.43 - $105.47 $12.1K - $13.5K
2.08K $210K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.33K
- 2.03%
$521.84 - $558.82 $696K - $745K
64.3K $34.7M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.15%
$280.04 - $302.45 $840 - $907
2.04K $590K
GOOGL
Alphabet Inc.

Communication Services
-135
- 7.55%
$161.86 - $196.66 $21.9K - $26.5K
1.65K $312K
AMZN
Amazon Com Inc

Consumer Cyclical
-152
- 9.58%
$180.88 - $232.93 $27.5K - $35.4K
1.44K $314K
IVV
Ishares Core S&P 500 ETF

ETFs
-46
- 0.59%
$570.51 - $610.59 $26.2K - $28.1K
7.81K $4.6M
AAPL
Apple Inc.

Technology
-142
- 1.93%
$221.69 - $259.02 $31.5K - $36.8K
7.21K $1.81M
AVGO
Broadcom Inc.

Technology
-149
- 5.11%
$159.67 - $250.0 $23.8K - $37.3K
2.77K $641K
GOOG
Alphabet Inc.

Communication Services
-202
- 2.41%
$163.08 - $198.16 $32.9K - $40K
8.18K $1.56M
VB
Vanguard Small Cap ETF

ETFs
-1.14K
- 0.77%
$233.76 - $261.58 $267K - $299K
147K $35.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
-85
- 0.32%
$241.48 - $274.89 $20.5K - $23.4K
26.3K $6.67M
Activity Summary
Buys All Purchases 16 New Holdings 1 Increased Positions 15 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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