Howard Financial Services, Ltd. Vaneck Morningstar Wide Moat E Transaction History

Howard Financial Services, Ltd.

$728 Million
Q4 2024

A detailed history of Howard Financial Services, Ltd. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 87,380 shares of MOAT stock, worth $7.5 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

87,380

Previous 83,731 4.36%

Holding current value

$7.5 Million

Previous $7.19 Million 4.36%

% of portfolio

1.03%

Previous 1.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	N/A	3,649 Added 4.36%	87,380 $7.5 Million
Q3 2024 Oct 08, 2024	BUY	$85.84 - $85.84 $862,777 - $862,777	10,051 Added 13.64%	83,731 $7.19 Million
Q2 2024 Jul 12, 2024	BUY	$83.97 - $89.72 $2.91 Million - $3.11 Million	34,629 Added 88.68%	73,680 $6.38 Million
Q1 2024 Apr 16, 2024	BUY	$82.58 - $89.9 $1.17 Million - $1.27 Million	14,134 Added 56.72%	39,051 $3.51 Million
Q4 2023 Jan 09, 2024	BUY	$70.71 - $85.3 $77,003 - $92,891	1,089 Added 4.57%	24,917 $2.11 Million
Q3 2023 Oct 10, 2023	BUY	$74.88 - $83.28 $278,179 - $309,385	3,715 Added 18.47%	23,828 $1.81 Million
Q2 2023 Jul 12, 2023	BUY	$72.17 - $80.16 $316,826 - $351,902	4,390 Added 27.92%	20,113 $1.6 Million
Q4 2022 Jan 13, 2023	BUY	$60.7 - $69.78 $4,613 - $5,303	76 Added 0.49%	15,723 $0
Q3 2022 Oct 12, 2022	SELL	N/A	-1,251 Reduced 7.4%	15,647 $939,000
Q2 2022 Jul 18, 2022	SELL	N/A	-1,353 Reduced 7.41%	16,898 $1.08 Million
Q1 2022 Apr 20, 2022	BUY	N/A	664 Added 3.78%	18,251 $1.36 Million
Q4 2021 Jan 27, 2022	BUY	N/A	280 Added 1.62%	17,587 $1.34 Million
Q3 2021 Nov 01, 2021	BUY	N/A	642 Added 3.85%	17,307 $1.27 Million
Q2 2021 Aug 06, 2021	BUY	N/A	70 Added 0.42%	16,665 $1.23 Million
Q1 2021 May 03, 2021	BUY	N/A	1,008 Added 6.47%	16,595 $1.15 Million
Q4 2020 Feb 02, 2021	BUY	N/A	225 Added 1.46%	15,587 $966,000
Q1 2020 May 05, 2020	BUY	N/A	15,362 New	15,362 $672,000

Others Institutions Holding MOAT

# of Institutions

703

Shares Held

98.7M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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Howard Financial Services, Ltd. Vaneck Morningstar Wide Moat E Transaction History