Number of Shares
48,293
Previous 51,420 6.08%
Holding current value
$881 Million
Previous $1.72 Billion 48.7%
% of portfolio
0.35%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025

SELL
N/A
-3,127 Reduced 6.08%
48,293 $881 Million
Q4 2024

Feb 05, 2025

BUY
N/A
1,748 Added 3.52%
51,420 $1.72 Billion
Q3 2024

Oct 17, 2024

BUY
N/A
49,672 New
49,672 $1.29 Billion
Track This Portfolio

Track Richard W. Paul & Associates, LLC Portfolio

Follow Richard W. Paul & Associates, LLC 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 Richard W. Paul & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richard W. Paul & Associates, LLC with notifications on news.