Number of Shares
56,677
Previous 60,002 5.54%
Holding current value
$1.03 Million
Previous $1.29 Million 20.03%
% of portfolio
0.75%
Previous 0.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
N/A
-3,325 Reduced 5.54%
56,677 $1.03 Million
Q1 2024

Apr 29, 2024

BUY
N/A
16,425 Added 37.69%
60,002 $1.29 Million
Q4 2023

Jan 19, 2024

SELL
N/A
-22,205 Reduced 33.76%
43,577 $938,000
Q3 2023

Oct 23, 2023

BUY
N/A
65,782 New
65,782 $1.32 Million
Track This Portfolio

Track Lederer & Associates Investment Counsel Portfolio

Follow Lederer & Associates Investment Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lederer & Associates Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Lederer & Associates Investment Counsel with notifications on news.