No. of buys/adds (reported so far): 1019
Q4 2023 and Q1 2024
| Symbol | Stock | % | Buys▲ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| K | Kellanova | 0.024 | 5 | $56.35 | $57.73 | $46.64 | 23.78 | $69.49 |
| CBRE | CBRE Group | 0.024 | 5 | $93.27 | $87.34 | $64.63 | 35.14 | $98.65 |
| DE | Deere & Co. | 0.030 | 5 | $401.26 | $393.44 | $340.76 | 15.46 | $445.13 |
| VZ | Verizon Communications | 0.043 | 5 | $40.30 | $39.69 | $29.16 | 36.11 | $42.73 |
| PFE | Pfizer Inc. | 0.061 | 5 | $28.40 | $25.39 | $25.20 | 0.75 | $38.81 |
| HCA | HCA Healthcare Inc. | 0.088 | 5 | $270.69 | $306.58 | $215.03 | 42.58 | $335.83 |
| CVS | CVS Health Corp. | 0.115 | 5 | $79.43 | $67.19 | $62.88 | 6.85 | $81.71 |
| C | Citigroup Inc. | 0.098 | 6 | $56.40 | $62.67 | $37.32 | 67.93 | $63.90 |
| DHR | Danaher Corp. | 0.135 | 6 | $234.10 | $246.53 | $181.70 | 35.68 | $268.71 |
| BAC | Bank of America Corp. | 0.009 | 7 | $36.06 | $37.82 | $24.59 | 53.80 | $38.49 |
| GM | General Motors | 0.019 | 7 | $41.37 | $45.81 | $26.15 | 75.18 | $46.17 |
| BRK.B | Berkshire Hathaway CL B | 0.028 | 7 | $372.77 | $401.92 | $317.41 | 26.62 | $430.00 |
| FIS | Fidelity National Information Services | 0.042 | 7 | $63.47 | $69.60 | $46.26 | 50.45 | $74.75 |
| AMZN | Amazon.com Inc. | 0.167 | 7 | $155.85 | $179.52 | $101.15 | 77.48 | $189.77 |
| V | Visa Inc. | 0.024 | 8 | $262.60 | $274.57 | $214.88 | 27.78 | $290.96 |
| AAPL | Apple Inc. | 0.033 | 8 | $190.46 | $169.19 | $162.79 | 3.93 | $199.11 |
| MSFT | Microsoft Corp. | 0.207 | 8 | $381.62 | $406.23 | $299.68 | 35.55 | $430.82 |
| GOOGL | Alphabet Inc. | 0.093 | 9 | $141.18 | $171.94 | $103.71 | 65.79 | $160.22 |
| CHTR | Charter Communications | 0.176 | 10 | $371.05 | $254.92 | $254.31 | 0.24 | $458.30 |
* "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.