No. of buys/adds (reported so far): 1206
Q2 2024 and Q3 2024
| Symbol | Stock | % | Buys▲ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| AAPL | Apple Inc. | 0.229 | 12 | $232.27 | $229.00 | $163.48 | 40.08 | $237.23 |
| BRK.B | Berkshire Hathaway CL B | 0.088 | 13 | $460.26 | $468.83 | $350.85 | 33.63 | $484.82 |
| UNH | United Health Group Inc. | 0.134 | 13 | $587.81 | $600.50 | $433.00 | 38.68 | $630.73 |
| V | Visa Inc. | 0.198 | 13 | $277.40 | $307.39 | $248.13 | 23.88 | $312.41 |
| DIS | Walt Disney Co. | 0.200 | 13 | $96.19 | $114.26 | $83.91 | 36.17 | $123.17 |
| MSFT | Microsoft Corp. | 0.154 | 17 | $430.16 | $415.49 | $360.21 | 15.35 | $466.57 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.