L.M. Kohn & Company Sells in Q4 2024

L.M. Kohn & Company

  • $378 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BTO
John Hancock Financial Opportunities Fund

Financial Services
-384
- 3.03%
$31.82 - $39.45 $12.2K - $15.1K
12.3K $439K
WMT
Walmart Inc.

Consumer Defensive
-3.06K
- 9.8%
$79.1 - $95.7 $242K - $292K
28.1K $2.54M
PAYX
Paychex Inc

Industrials
-165
- 1.97%
$135.86 - $148.73 $22.4K - $24.5K
8.2K $1.15M
KKR
Kkr & Co. Inc.

Financial Services
-257
- 6.44%
$129.87 - $162.87 $33.4K - $41.9K
3.74K $552K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-355
- 4.31%
$45.39 - $62.98 $16.1K - $22.4K
7.89K $447K
CSCO
Cisco Systems, Inc.

Technology
-41
- 0.29%
$52.45 - $60.02 $2.15K - $2.46K
13.9K $822K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-63
- 0.04%
$29.73 - $30.81 $1.87K - $1.94K
150K $4.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
-212
- 1.16%
$567.81 - $607.81 $120K - $129K
18K $10.6M
DIS
Walt Disney CO

Communication Services
-1.24K
- 7.22%
$92.39 - $117.6 $115K - $146K
15.9K $1.78M
GS
Goldman Sachs Group Inc

Financial Services
-5
- 0.27%
$486.1 - $608.57 $2.43K - $3.04K
1.82K $1.04M
BX
Blackstone Inc.

Financial Services
-260
- 1.96%
$148.45 - $199.05 $38.6K - $51.8K
13K $2.24M
AVGO
Broadcom Inc.

Technology
-47
- 0.73%
$159.67 - $250.0 $7.5K - $11.8K
6.41K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 0.26%
$873.59 - $994.69 $34.9K - $39.8K
15.5K $14.2M
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 0.08%
$205.18 - $250.29 $3.08K - $3.75K
18K $4.32M
TSLA
Tesla, Inc.

Consumer Cyclical
-131
- 2.47%
$213.65 - $479.86 $28K - $62.9K
5.17K $2.09M
V
Visa Inc.

Financial Services
-286
- 1.48%
$273.87 - $320.91 $78.3K - $91.8K
19K $6M
NVDA
Nvidia Corp

Technology
-188
- 0.1%
$117.0 - $148.88 $22K - $28K
186K $24.9M
AAPL
Apple Inc.

Technology
-2.22K
- 1.28%
$221.69 - $259.02 $493K - $576K
172K $43M
Activity Summary
Buys All Purchases 110 New Holdings 18 Increased Positions 92 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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