Kuhn & CO Investment Counsel FIDELITY COVINGTON TRUST Transaction History

Kuhn & CO Investment Counsel

  • $119 Billion
  • Q1 2025
Number of Shares
14,942
Previous 13,726 8.86%
Holding current value
$471 Million
Previous $485 Million 3.02%
% of portfolio
0.4%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
1,216 Added 8.86%
14,942 $471 Million
Q3 2024

Nov 14, 2024
BUY
N/A
1,900 Added 16.07%
13,726 $455 Million
Q2 2024

Aug 08, 2024
BUY
N/A
2,952 Added 33.27%
11,826 $382 Million
Q1 2024

May 10, 2024
BUY
N/A
364 Added 4.28%
8,874 $262 Million
Q4 2023

Feb 14, 2024
BUY
N/A
8,510 New
8,510 $223 Million
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