Monte Financial Group, LLC Purchases and Sells in Q4 2024

Monte Financial Group, LLC

$232 Million
Q4 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KMB	11K + 41.29%	$130.37 - $146.09 $1.44M - $1.61M	37.7K $4.95M
NVS	15.6K + 40.96%	$96.78 - $117.18 $1.51M - $1.83M	53.7K $5.23M
ADP	243 + 1.46%	$280.08 - $307.97 $68.1K - $74.8K	16.9K $4.94M
CME	368 + 1.73%	$221.17 - $246.02 $81.4K - $90.5K	21.6K $5.02M
HSY	5.67K + 17.56%	$168.67 - $193.65 $957K - $1.1M	38K $6.43M
BRO	2.14K + 26.39%	$100.93 - $113.42 $216K - $243K	10.3K $1.05M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	28.8K New	$122.65 - $138.35 $3.53M - $3.98M	28.8K $3.63M
BA	1.28K New	$138.14 - $180.72 $177K - $232K	1.28K $227K
FNCL	3.26K New	$63.19 - $73.31 $206K - $239K	3.26K $223K
FTEC	1.14K New	$170.03 - $192.78 $194K - $220K	1.14K $210K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IP	-85.9K - 95.79%	$46.64 - $59.57 $4.01M - $5.12M	3.77K $203K
ETN	-8.63K - 56.81%	$326.96 - $377.52 $2.82M - $3.26M	6.56K $2.18M
OMC	-649 - 1.1%	$85.82 - $105.47 $55.7K - $68.5K	58.3K $5.02M
RTX	-6.67K - 12.46%	$114.45 - $127.21 $763K - $848K	46.8K $5.42M
WSO	-1.21K - 10.81%	$466.57 - $568.78 $564K - $687K	9.96K $4.72M
HD	-268 - 1.44%	$385.02 - $431.37 $103K - $116K	18.3K $7.13M

Activity Summary All Purchases 32 New Holdings 4 Increased Positions 28 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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