William Allan, LLC Purchases in Q4 2024

William Allan, LLC

  • $156 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
3K
+ 15.53%
$180.88 - $232.93 $543K - $699K
22.3K $4.9M
GOOGL
Alphabet Inc.

Communication Services
187
+ 0.51%
$161.86 - $196.66 $30.3K - $36.8K
36.7K $6.96M
V
Visa Inc.

Financial Services
37
+ 0.23%
$273.87 - $320.91 $10.1K - $11.9K
15.9K $5.01M
DIS
Walt Disney CO

Communication Services
426
+ 1.31%
$92.39 - $117.6 $39.4K - $50.1K
32.9K $3.67M
SCHW
Schwab Charles Corp

Financial Services
781
+ 1.59%
$63.31 - $82.85 $49.4K - $64.7K
49.9K $3.7M
ADP
Automatic Data Processing Inc

Industrials
257
+ 1.22%
$280.08 - $307.97 $72K - $79.1K
21.4K $6.26M
WST
West Pharmaceutical Services Inc

Healthcare
383
+ 5.47%
$285.69 - $344.0 $109K - $132K
7.38K $2.42M
ADBE
Adobe Inc.

Technology
1.53K
+ 28.98%
$437.39 - $552.96 $669K - $846K
6.81K $3.03M
PAYX
Paychex Inc

Industrials
534
+ 1.53%
$135.86 - $148.73 $72.5K - $79.4K
35.5K $4.98M
NKE
Nike, Inc.

Consumer Cyclical
9.48K
+ 22.22%
$73.36 - $89.13 $696K - $845K
52.2K $3.95M
VEEV
Veeva Systems Inc

Healthcare
474
+ 3.83%
$201.81 - $250.45 $95.7K - $119K
12.9K $2.7M
NVDA
Nvidia Corp

Technology
270
+ 12.41%
$117.0 - $148.88 $31.6K - $40.2K
2.45K $328K
MNST
Monster Beverage Corp

Consumer Defensive
1.01K
+ 4.38%
$49.24 - $56.38 $49.8K - $57.1K
24.1K $1.27M
SPG
Simon Property Group Inc

Real Estate
135
+ 7.0%
$167.23 - $183.84 $22.6K - $24.8K
2.06K $355K
DPZ
Dominos Pizza Inc

Consumer Cyclical
131
+ 4.71%
$408.59 - $476.19 $53.5K - $62.4K
2.91K $1.22M
MO
Altria Group, Inc.

Consumer Defensive
204
+ 4.31%
$49.06 - $57.74 $10K - $11.8K
4.94K $258K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 2.35%
$442.29 - $483.08 $21.2K - $23.2K
2.09K $947K
CHE
Chemed Corp

Healthcare
989
+ 13.45%
$517.44 - $613.19 $512K - $606K
8.34K $4.42M
Corpay Inc
1.19K
New
N/A
1.19K $0
Kenvue Inc
6.17K
+ 16.31%
N/A
44K $0
Ge Healthcare Technologies I
1.18K
+ 4.9%
N/A
25.2K $0
BFB
Brown Forman Corp Cl B
199
+ 0.25%
N/A
78.4K $0
SYK
Stryker Corp

Healthcare
2
+ 0.07%
$345.14 - $392.15 $690 - $784
2.86K $1.03M
VZ
Verizon Communications Inc

Communication Services
570
+ 5.76%
$39.6 - $45.21 $22.6K - $25.8K
10.5K $418K
MMM
3 M CO

Industrials
82
+ 1.4%
$124.74 - $137.12 $10.2K - $11.2K
5.96K $769K
MSFT
Microsoft Corp

Technology
150
+ 1.15%
$406.35 - $454.46 $61K - $68.2K
13.2K $5.55M
SO
Southern CO

Utilities
30
+ 0.35%
$81.5 - $94.15 $2.45K - $2.82K
8.51K $700K
HD
Home Depot, Inc.

Consumer Cyclical
365
+ 2.6%
$385.02 - $431.37 $141K - $157K
14.4K $5.6M
KO
Coca Cola CO

Consumer Defensive
134
+ 1.22%
$61.74 - $71.71 $8.27K - $9.61K
11.1K $693K
PEP
Pepsico Inc

Consumer Defensive
679
+ 5.05%
$151.29 - $176.1 $103K - $120K
14.1K $2.15M
UPS
United Parcel Service Inc

Industrials
811
+ 2.86%
$122.65 - $138.35 $99.5K - $112K
29.2K $3.68M
GD
General Dynamics Corp

Industrials
153
+ 1.75%
$260.28 - $314.03 $39.8K - $48K
8.91K $2.35M
SBUX
Starbucks Corp

Consumer Cyclical
513
+ 0.82%
$87.44 - $102.5 $44.9K - $52.6K
63K $5.74M
LMT
Lockheed Martin Corp

Industrials
27
+ 0.73%
$479.66 - $614.62 $13K - $16.6K
3.73K $1.81M
BBY
Best Buy CO Inc

Consumer Cyclical
1.18K
+ 4.1%
$85.2 - $101.35 $101K - $120K
30.1K $2.58M
OTIS
Otis Worldwide Corp

Industrials
1.2K
+ 2.53%
$92.57 - $106.01 $111K - $127K
48.5K $4.5M
DHI
Horton D R Inc

Consumer Cyclical
387
+ 1.41%
$137.24 - $194.56 $53.1K - $75.3K
27.9K $3.9M
AMAT
Applied Materials Inc

Technology
157
+ 0.32%
$161.44 - $213.89 $25.3K - $33.6K
48.6K $7.9M
Activity Summary
Buys All Purchases 39 New Holdings 1 Increased Positions 38 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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