Lountzis Asset Management, LLC Closed Holding Positions

Lountzis Asset Management, LLC

  • $235 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AAPL
Apple Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
284
$139.14 - $180.33 $39.5K - $51.2K
AMRS
Amyris, Inc.

Basic Materials
Q4 2021 Filed on Jan 26, 2022
570
$5.0 - $14.85 $2.85K - $8.46K
AMZN
Amazon Com Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
16
$159.49 - $184.8 $2.55K - $2.96K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
1,370
$42.64 - $48.7 $58.4K - $66.7K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Jan 26, 2022
475
$294.65 - $346.43 $140K - $165K
MRK
Merck & Co., Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
57
$72.28 - $90.54 $4.12K - $5.16K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
946
$58.07 - $66.37 $54.9K - $62.8K
WMT
Walmart Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
68
$135.47 - $151.28 $9.21K - $10.3K
V
Visa Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
689
$190.16 - $233.88 $131K - $161K
THO
Thor Industries Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
1,500
$93.59 - $126.78 $140K - $190K
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
1,468
$62.97 - $75.92 $92.4K - $111K
SON
Sonoco Products CO

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,079
$55.01 - $62.51 $114K - $130K
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 26, 2022
1,032
$170.04 - $183.66 $175K - $190K
DGX
Quest Diagnostics Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
450
$140.36 - $173.01 $63.2K - $77.9K
PG
Procter & Gamble CO

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
487
$138.79 - $164.19 $67.6K - $80K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
1,522
$85.94 - $98.85 $131K - $150K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
1,000
$120.54 - $140.74 $121K - $141K
DNP
Dnp Select Income Fund Inc

Financial Services
Q3 2021 Filed on Oct 29, 2021
1,350
$10.47 - $10.93 $14.1K - $14.8K
General Electric CO
Q3 2021 Filed on Oct 29, 2021
2,687
N/A
Glatfelter
Q1 2021 Filed on Apr 20, 2021
400
N/A
AXP
American Express CO

Financial Services
Q1 2021 Filed on Apr 20, 2021
96
$114.09 - $150.27 $11K - $14.4K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2021 Filed on Apr 20, 2021
1
$341820.0 - $398840.0 $342K - $399K
NVO
Novo Nordisk A S

Healthcare
Q1 2021 Filed on Apr 20, 2021
130
$67.06 - $75.82 $8.72K - $9.86K
DDT
Dillards Cap Tst I 7.50%Cp Sec
Q1 2021 Filed on Apr 20, 2021
500
N/A
Duke Energy
Q1 2021 Filed on Apr 20, 2021
333
N/A
Nec Corp
Q3 2020 Filed on Nov 05, 2020
155
N/A
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