Mogy Joel R Investment Counsel Inc Purchases in Q4 2024

Mogy Joel R Investment Counsel Inc

  • $1.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
55
+ 0.03%
$270.87 - $367.87 $14.9K - $20.2K
197K $65.8M
AMZN
Amazon Com Inc

Consumer Cyclical
358
+ 0.1%
$180.88 - $232.93 $64.8K - $83.4K
345K $75.8M
V
Visa Inc.

Financial Services
202
+ 0.11%
$273.87 - $320.91 $55.3K - $64.8K
186K $58.7M
GOOGL
Alphabet Inc.

Communication Services
465
+ 0.15%
$161.86 - $196.66 $75.3K - $91.4K
306K $58M
NFLX
Netflix Inc

Communication Services
229
+ 0.98%
$687.65 - $936.56 $157K - $214K
23.6K $21M
PANW
Palo Alto Networks Inc

Technology
153K
+ 100.62%
$181.96 - $405.9 $27.8M - $62M
305K $55.4M
GWW
W.W. Grainger, Inc.

Industrials
2.47K
+ 155.6%
$1023.06 - $1220.93 $2.53M - $3.02M
4.06K $4.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
264
+ 16.38%
$4100.99 - $5300.34 $1.08M - $1.4M
1.88K $9.32M
ISRG
Intuitive Surgical Inc

Healthcare
800
+ 1.21%
$471.27 - $550.62 $377K - $440K
66.9K $34.9M
META
Meta Platforms, Inc.

Communication Services
140
+ 0.15%
$554.08 - $632.68 $77.6K - $88.6K
96.5K $56.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
710
+ 5.36%
$1146.59 - $1270.6 $814K - $902K
14K $16.6M
MSCI
Msci Inc.

Financial Services
1.14K
+ 5.18%
$569.09 - $635.99 $646K - $722K
23K $13.8M
AZO
Autozone Inc

Consumer Cyclical
231
+ 4.69%
$2981.19 - $3370.27 $689K - $779K
5.16K $16.5M
INTU
Intuit Inc

Technology
414
+ 0.58%
$602.01 - $706.25 $249K - $292K
72K $45.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.66K
+ 36.73%
$209.89 - $233.24 $559K - $621K
9.91K $2.1M
DIS
Walt Disney CO

Communication Services
31
+ 0.12%
$92.39 - $117.6 $2.86K - $3.65K
25.6K $2.85M
ACN
Accenture PLC

Technology
1.6K
+ 1.57%
$343.9 - $376.86 $551K - $603K
103K $36.3M
SYK
Stryker Corp

Healthcare
746
+ 0.79%
$345.14 - $392.15 $257K - $293K
95K $34.2M
DFIV
Dimensional ETF Tr

ETFs
2.59K
New
$34.86 - $37.97 $90.4K - $98.5K
2.59K $91K
IVV
Ishares Core S&P 500 ETF

ETFs
20
+ 0.38%
$570.51 - $610.59 $11.4K - $12.2K
5.23K $3.08M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
190
+ 316.67%
$129.96 - $144.97 $24.7K - $27.5K
250 $34K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
276
+ 278.79%
$91.94 - $100.02 $25.4K - $27.6K
375 $34K
DISV
Dimensional ETF Tr Dimensional

ETFs
747
New
$26.18 - $28.77 $19.6K - $21.5K
747 $19K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
250
+ 1.95%
$77.02 - $78.58 $19.3K - $19.6K
13.1K $1.01M
Blackrock Inc
15.2K
New
N/A
15.2K $0
ABBV
Abb Vie Inc.

Healthcare
32
+ 0.06%
$164.99 - $203.87 $5.28K - $6.52K
52.4K $9.31M
HD
Home Depot, Inc.

Consumer Cyclical
690
+ 0.65%
$385.02 - $431.37 $266K - $298K
106K $41.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.07K
+ 4.03%
$501.29 - $612.85 $537K - $656K
27.6K $14.4M
LLY
Eli Lilly & CO

Healthcare
593
+ 1.72%
$727.2 - $932.06 $431K - $553K
35K $27M
ADBE
Adobe Inc.

Technology
673
+ 1.04%
$437.39 - $552.96 $294K - $372K
65.6K $29.2M
IDXX
Idexx Laboratories Inc

Healthcare
1.01K
+ 1.29%
$406.92 - $495.42 $411K - $500K
79.3K $32.8M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mogy Joel R Investment Counsel Inc Portfolio

Follow Mogy Joel R Investment Counsel Inc 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 Mogy Joel R Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mogy Joel R Investment Counsel Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email