Lewis Asset Management, LLC Purchases and Sells in Q1 2024

Lewis Asset Management, LLC

$121 Billion
Q1 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	64 + 0.44%	$367.75 - $429.37 $23.5K - $27.5K	14.6K $6.14B
CRWD	346 + 5.45%	$244.36 - $334.55 $84.5K - $116K	6.7K $2.15B
BRK-B	57 + 0.73%	$359.29 - $420.52 $20.5K - $24K	7.9K $3.32B
TOST	6.66K + 17.36%	$16.29 - $25.09 $108K - $167K	45K $1.12B
PFE	13.3K + 139.96%	$25.89 - $29.73 $346K - $397K	22.9K $635M
LLY	11 + 0.93%	$592.2 - $792.28 $6.51K - $8.72K	1.19K $927M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VKTX	16.1K New	$17.4 - $94.5 $281K - $1.52M	16.1K $1.32B
SNOW	2.78K New	$156.31 - $236.0 $434K - $655K	2.78K $448M
IVV	611 New	$469.56 - $525.73 $287K - $321K	611 $321M
APPF	1.18K New	$164.35 - $248.71 $195K - $294K	1.18K $292M
HE	25.4K New	$10.86 - $15.4 $276K - $391K	25.4K $286M
MPWR	407 New	$571.06 - $767.6 $232K - $312K	407 $276M

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.04K - 1.5%	$169.0 - $195.18 $175K - $202K	68.1K $11.7B
BA	-345 - 6.08%	$179.84 - $251.76 $62K - $86.9K	5.33K $1.03B
ATLASSIAN CORPORATION	-79 - 0.79%	N/A	9.9K $1.93B
LNG	-1.75K - 32.83%	$152.89 - $169.41 $268K - $297K	3.58K $578M
ETRN	-27K - 67.47%	$9.93 - $12.49 $268K - $337K	13K $163M
APD	-684 - 32.42%	$215.38 - $273.47 $147K - $187K	1.43K $345M

Activity Summary All Purchases 65 New Holdings 16 Increased Positions 49 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.