Hoertkorn Richard Charles Reduced Holdings in Q1 2025

Hoertkorn Richard Charles

  • $170 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-17.2K
- 14.75%
$209.68 - $247.1 $3.6M - $4.24M
99.1K $22M
GOOGL
Alphabet Inc.

Communication Services
-6.39K
- 8.46%
$154.33 - $206.19 $985K - $1.32M
69.1K $10.7M
MSFT
Microsoft Corp

Technology
-977
- 2.26%
$375.39 - $447.2 $367K - $437K
42.3K $15.9M
BAC
Bank Of America Corp

Financial Services
-8.33K
- 2.8%
$39.61 - $47.74 $330K - $398K
289K $12.1M
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.04%
$347.25 - $424.87 $3.13K - $3.82K
20.1K $7.35M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.23K
- 18.26%
$279.74 - $321.29 $624K - $717K
9.99K $3.12M
DIS
Walt Disney CO

Communication Services
-800
- 4.73%
$96.87 - $114.0 $77.5K - $91.2K
16.1K $1.59M
CBRE
Cbre Group, Inc.

Real Estate
-2K
- 15.86%
$121.79 - $147.13 $244K - $294K
10.6K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
-2.52K
- 3.78%
$158.56 - $176.26 $399K - $444K
64K $10.9M
BA
Boeing CO

Industrials
-16
- 0.05%
$148.15 - $186.25 $2.37K - $2.98K
33.7K $5.75M
F
Ford Motor CO

Consumer Cyclical
-22.2K
- 5.94%
$9.12 - $10.43 $203K - $232K
352K $3.53M
CSCO
Cisco Systems, Inc.

Technology
-4.7K
- 7.66%
$58.74 - $64.87 $276K - $305K
56.6K $3.5M
JPM
Jpmorgan Chase & CO

Financial Services
-1.56K
- 2.84%
$225.19 - $279.95 $351K - $437K
53.3K $13.1M
AWR
American States Water CO

Utilities
-456
- 56.65%
$70.84 - $80.98 $32.3K - $36.9K
349 $27K
PFE
Pfizer Inc

Healthcare
-103
- 1.93%
$25.01 - $27.13 $2.58K - $2.79K
5.23K $132K
Ge Aerospace
-2.78K
- 3.96%
N/A
67.4K $0
Ge Vernova Inc.
-613
- 3.49%
N/A
16.9K $0
Ge Healthcare Technologies
-89
- 23.36%
N/A
292 $0
Apa Corporation
-3.7K
- 2.04%
N/A
177K $0
Schwab Charles Corp New
-5.94K
- 6.1%
N/A
91.4K $0
Marvell Technology, Inc.
-9.76K
- 3.48%
N/A
271K $0
JNJ
Johnson & Johnson

Healthcare
-900
- 11.2%
$142.06 - $167.7 $128K - $151K
7.14K $1.18M
COP
Conocophillips

Energy
-400
- 2.86%
$88.6 - $105.85 $35.4K - $42.3K
13.6K $1.43M
KMI
Kinder Morgan, Inc.

Energy
-16.9K
- 3.23%
$26.1 - $31.22 $441K - $528K
507K $14.5M
XOM
Exxon Mobil Corp

Energy
-650
- 2.23%
$105.44 - $118.93 $68.5K - $77.3K
28.5K $3.39M
CVX
Chevron Corp

Energy
-400
- 2.75%
$146.71 - $167.97 $58.7K - $67.2K
14.1K $2.37M
DVN
Devon Energy Corp

Energy
-7.2K
- 5.76%
$33.15 - $38.55 $239K - $278K
118K $4.41M
TMUS
T Mobile Us, Inc.

Communication Services
-596
- 1.38%
$211.3 - $272.83 $126K - $163K
42.7K $11.4M
Activity Summary
Buys All Purchases 7 New Holdings 1 Increased Positions 6 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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