Kuhn & CO Investment Counsel Purchases and Sells in Q4 2024

Kuhn & CO Investment Counsel

$118 Billion
Q4 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	71 + 0.55%	$180.88 - $232.93 $12.8K - $16.5K	12.9K $2.83B
MODL	7.91K + 28.8%	N/A	35.4K $1.42B
AAPL	1 + 0.01%	$221.69 - $259.02 $222 - $259	19.4K $4.87B
VCSH	4.22K + 38.4%	$77.86 - $79.27 $329K - $335K	15.2K $1.19B
CGGR	153 + 0.15%	$34.49 - $39.24 $5.28K - $6K	105K $3.89B
GS	115 + 4.78%	$486.1 - $608.57 $55.9K - $70K	2.52K $1.44B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LAM RESEARCH CORP	20.8K New	N/A	20.8K $1.51B
BLACKROCK INC	618 New	N/A	618 $634M
IBM	2.01K New	$204.9 - $238.04 $411K - $478K	2.01K $441M
BDX	1.33K New	$220.02 - $243.75 $293K - $325K	1.33K $302M
ARKK	4K New	$45.39 - $62.98 $182K - $252K	4K $227M
ARKW	2K New	$82.66 - $120.04 $165K - $240K	2K $216M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-95 - 2.59%	$727.2 - $932.06 $69.1K - $88.5K	3.58K $2.76B
VNQ	-2.84K - 37.38%	$87.85 - $98.6 $249K - $280K	4.75K $423M
MCHP	-37 - 0.34%	$55.51 - $79.05 $2.05K - $2.92K	11K $631M
CSCO	-4.53K - 38.72%	$52.45 - $60.02 $238K - $272K	7.17K $424M
ITW	-540 - 8.28%	$253.56 - $278.5 $137K - $150K	5.99K $1.52B
NOC	-204 - 19.35%	$466.52 - $543.88 $95.2K - $111K	850 $399M

Activity Summary All Purchases 55 New Holdings 7 Increased Positions 48 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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