J. W. Coons Advisors, LLC Purchases and Sells in Q4 2024

J. W. Coons Advisors, LLC

$381 Million
Q4 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	6.42K + 120.24%	$80.13 - $83.77 $514K - $537K	11.8K $943K
JPST	10.4K + 7.88%	$50.37 - $50.6 $526K - $528K	143K $7.2M
DGRW	4.11K + 115.77%	$80.93 - $85.66 $333K - $352K	7.66K $619K
SHV	2.08K + 15.21%	$109.92 - $110.57 $229K - $230K	15.8K $1.73M
STIP	1.93K + 73.38%	$100.24 - $101.35 $193K - $196K	4.56K $458K
KR	366 + 0.91%	$55.21 - $63.3 $20.2K - $23.2K	40.7K $2.49M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	3.11K New	$172.07 - $207.36 $536K - $646K	3.11K $614K
BX	2.41K New	$148.45 - $199.05 $358K - $481K	2.41K $416K
ROST	1.81K New	$138.59 - $156.61 $250K - $283K	1.81K $273K
WMB	4.96K New	$46.37 - $59.74 $230K - $296K	4.96K $268K
INGR	1.8K New	$132.76 - $154.86 $238K - $278K	1.8K $246K
JBL	1.6K New	$118.97 - $147.77 $190K - $236K	1.6K $230K

Top Sells

Reduced Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KLAC	-75 - 0.69%	$614.46 - $829.55 $46.1K - $62.2K	10.8K $6.79M
UNH	-20 - 0.19%	$485.52 - $625.25 $9.71K - $12.5K	10.7K $5.43M
NKE	-2.65K - 7.01%	$73.36 - $89.13 $194K - $236K	35.1K $2.66M
CVS	-300 - 0.87%	$43.78 - $67.46 $13.1K - $20.2K	34K $1.53M
NEE	-272 - 0.64%	$69.77 - $85.43 $19K - $23.2K	42.3K $3.03M
THO	-3.99K - 32.66%	$94.35 - $115.54 $376K - $460K	8.22K $786K

Activity Summary All Purchases 68 New Holdings 12 Increased Positions 56 All Sells 98 Reductions 98 Sold out 0 Calls 0 Puts 0

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