Hoertkorn Richard Charles Reduced Holdings in Q3 2024

Hoertkorn Richard Charles

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.61K
- 2.05%
$148.65 - $191.18 $239K - $308K
77K $12.8M
MSFT
Microsoft Corp

Technology
-1.36K
- 2.94%
$395.15 - $467.56 $536K - $634K
44.8K $19.3M
DVN
Devon Energy Corp

Energy
-5.48K
- 4.09%
$37.87 - $48.65 $208K - $267K
129K $5.04M
INTC
Intel Corp

Technology
-1.84K
- 1.29%
$18.9 - $34.87 $34.8K - $64.2K
141K $3.3M
BA
Boeing CO

Industrials
-200
- 0.59%
$152.04 - $190.6 $30.4K - $38.1K
33.9K $5.16M
F
Ford Motor CO

Consumer Cyclical
-10.4K
- 2.47%
$9.71 - $14.55 $101K - $152K
412K $4.35M
KO
Coca Cola CO

Consumer Defensive
-8K
- 61.75%
$62.69 - $73.01 $502K - $584K
4.96K $356K
GOOG
Alphabet Inc.

Communication Services
-1.33K
- 25.78%
$149.54 - $192.66 $199K - $257K
3.83K $640K
PG
Procter & Gamble CO

Consumer Defensive
-5.13K
- 6.88%
$160.76 - $177.82 $825K - $913K
69.5K $12M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5.39K
- 59.89%
$72.18 - $107.33 $389K - $578K
3.61K $383K
SBUX
Starbucks Corp

Consumer Cyclical
-2.8K
- 70.89%
$72.51 - $98.6 $203K - $276K
1.15K $112K
COP
Conocophillips

Energy
-100
- 0.7%
$102.3 - $116.61 $10.2K - $11.7K
14.2K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-199
- 2.09%
$161.02 - $200.0 $32K - $39.8K
9.31K $1.73M
DIS
Walt Disney CO

Communication Services
-316
- 1.7%
$85.6 - $98.61 $27K - $31.2K
18.3K $1.76M
PFE
Pfizer Inc

Healthcare
-2.01K
- 25.4%
$27.7 - $31.39 $55.7K - $63.2K
5.91K $171K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-72
- 9.33%
$73.55 - $97.62 $5.3K - $7.03K
700 $67K
AWR
American States Water CO

Utilities
-175
- 14.89%
$71.55 - $85.38 $12.5K - $14.9K
1K $83K
Schwab Charles Corp New
-3.33K
- 3.22%
N/A
100K $0
Ge Aerospace
-1.32K
- 1.82%
N/A
71.4K $0
Ge Vernova Inc.
-331
- 1.82%
N/A
17.8K $0
Ge Healthcare Technologies
-439
- 44.21%
N/A
554 $0
Apa Corporation
-4.47K
- 2.39%
N/A
183K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-478
- 11.51%
$405.19 - $478.57 $194K - $229K
3.67K $1.69M
XOM
Exxon Mobil Corp

Energy
-482
- 1.59%
$109.72 - $119.0 $52.9K - $57.4K
29.8K $3.49M
T
At&T Inc.

Communication Services
-153
- 3.68%
$18.21 - $22.28 $2.79K - $3.41K
4K $88K
IVZ
Invesco Ltd.

Financial Services
-666
- 7.99%
$14.85 - $17.74 $9.89K - $11.8K
7.67K $134K
CSCO
Cisco Systems, Inc.

Technology
-3.34K
- 5.04%
$44.74 - $53.22 $149K - $178K
62.9K $3.35M
JPM
Jpmorgan Chase & CO

Financial Services
-982
- 1.72%
$194.9 - $224.8 $191K - $221K
56.2K $11.8M
CBRE
Cbre Group, Inc.

Real Estate
-666
- 4.66%
$85.97 - $124.48 $57.3K - $82.9K
13.6K $1.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-197
- 1.45%
$245.82 - $304.51 $48.4K - $60K
13.3K $4.06M
KMI
Kinder Morgan, Inc.

Energy
-9.17K
- 1.7%
$19.72 - $22.22 $181K - $204K
529K $11.7M
HD
Home Depot, Inc.

Consumer Cyclical
-225
- 1.07%
$333.64 - $405.2 $75.1K - $91.2K
20.9K $8.46M
TMUS
T Mobile Us, Inc.

Communication Services
-340
- 0.74%
$175.14 - $206.36 $59.5K - $70.2K
45.7K $9.43M
AAPL
Apple Inc.

Technology
-3.4K
- 2.69%
$207.23 - $234.82 $705K - $799K
123K $28.7M
Activity Summary
Buys All Purchases 8 New Holdings 2 Increased Positions 6 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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