Mogy Joel R Investment Counsel Inc Sells in Q4 2024

Mogy Joel R Investment Counsel Inc

  • $1.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-39.2K
- 19.55%
$85.0 - $120.04 $3.33M - $4.71M
161K $13.9M
PG
Procter & Gamble CO

Consumer Defensive
-31.1K
- 25.34%
$161.05 - $179.7 $5.01M - $5.59M
91.6K $15.4M
SBUX
Starbucks Corp

Consumer Cyclical
-32.9K
- 12.09%
$87.44 - $102.5 $2.87M - $3.37M
239K $21.8M
UNP
Union Pacific Corp

Industrials
-7.8K
- 14.28%
$223.15 - $249.32 $1.74M - $1.94M
46.8K $10.7M
MSFT
Microsoft Corp

Technology
-410
- 0.14%
$406.35 - $454.46 $167K - $186K
293K $123M
PEP
Pepsico Inc

Consumer Defensive
-7.71K
- 9.88%
$151.29 - $176.1 $1.17M - $1.36M
70.4K $10.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-920
- 0.67%
$442.29 - $483.08 $407K - $444K
136K $61.5M
JNJ
Johnson & Johnson

Healthcare
-345
- 0.89%
$143.34 - $165.86 $49.5K - $57.2K
38.3K $5.54M
PLD
Prologis, Inc.

Real Estate
-800
- 2.93%
$101.4 - $126.96 $81.1K - $102K
26.5K $2.8M
NEE
Nextera Energy Inc

Utilities
-2.3K
- 6.95%
$69.77 - $85.43 $160K - $196K
30.8K $2.21M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.37K
- 46.65%
$213.65 - $479.86 $933K - $2.1M
5K $2.02M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.05K
- 4.96%
$59.25 - $72.99 $62.2K - $76.6K
20.1K $1.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-87
- 1.43%
$288.47 - $316.54 $25.1K - $27.5K
5.99K $1.74M
CAT
Caterpillar Inc

Industrials
-104
- 7.98%
$360.37 - $416.88 $37.5K - $43.4K
1.2K $435K
VTI
Vanguard Total Stock Market Et

ETFs
-245
- 4.74%
$280.04 - $302.45 $68.6K - $74.1K
4.92K $1.43M
VTV
Vanguard Value ETF

ETFs
-30
- 0.61%
$168.32 - $181.87 $5.05K - $5.46K
4.88K $826K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-343
- 1.8%
$61.68 - $67.87 $21.2K - $23.3K
18.7K $1.17M
VB
Vanguard Small Cap ETF

ETFs
-100
- 11.43%
$233.76 - $261.58 $23.4K - $26.2K
775 $186K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-40
- 0.66%
$126.68 - $134.74 $5.07K - $5.39K
6.05K $771K
EQIX
Equinix Inc

Real Estate
-18
- 0.41%
$865.69 - $985.0 $15.6K - $17.7K
4.39K $4.13M
WMT
Walmart Inc.

Consumer Defensive
-1.56K
- 2.37%
$79.1 - $95.7 $123K - $149K
64K $5.78M
CSCO
Cisco Systems, Inc.

Technology
-3.63K
- 2.37%
$52.45 - $60.02 $191K - $218K
150K $8.87M
MA
Mastercard Inc

Financial Services
-60
- 0.15%
$491.3 - $536.15 $29.5K - $32.2K
39.5K $20.8M
COST
Costco Wholesale Corp

Consumer Defensive
-67
- 0.07%
$873.59 - $994.69 $58.5K - $66.6K
101K $92.7M
GOOG
Alphabet Inc.

Communication Services
-870
- 0.25%
$163.08 - $198.16 $142K - $172K
349K $66.5M
AAPL
Apple Inc.

Technology
-4.81K
- 0.75%
$221.69 - $259.02 $1.07M - $1.25M
633K $158M
NVDA
Nvidia Corp

Technology
-3.66K
- 0.25%
$117.0 - $148.88 $429K - $545K
1.44M $193M
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
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