No. of buys/adds (reported so far): 1030
Q4 2023 and Q1 2024
| Symbol | Stock | %▲ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| VTLE | Vital Energy Inc. | 0.053 | 2 | $45.49 | $51.67 | $40.00 | 29.18 | $62.87 |
| CVNA | Carvana Co. | 0.054 | 2 | $63.87 | $121.72 | $8.76 | 1289.50 | $124.20 |
| AAP | Advance Auto Parts | 0.057 | 1 | $76.31 | $47.38 | 61.06 | $125.32 | |
| GT | Goodyear Tire & Rubber | 0.059 | 2 | $14.32 | $12.24 | $10.12 | 20.95 | $16.51 |
| CP | Canadian Pacific Kansas City | 0.060 | 4 | $79.09 | $79.75 | $68.69 | 16.10 | $91.43 |
| MGM | MGM Resorts International | 0.061 | 2 | $44.68 | $41.02 | $34.12 | 20.22 | $51.35 |
| PFE | Pfizer Inc. | 0.061 | 5 | $28.40 | $27.83 | $25.20 | 10.44 | $38.81 |
| PAYC | Paycom Software Inc. | 0.062 | 2 | $206.72 | $171.28 | $145.54 | 17.69 | $371.99 |
| WBD | Warner Bros. Discovery Inc. | 0.063 | 3 | $10.87 | $7.96 | $7.34 | 8.45 | $14.76 |
| NKE | NIKE Inc. | 0.067 | 3 | $105.75 | $92.17 | $88.05 | 4.68 | $125.97 |
| EL | Estee Lauder Cos. | 0.073 | 4 | $149.54 | $132.91 | $101.23 | 31.30 | $206.05 |
| SQ | Block Inc. | 0.074 | 2 | $77.35 | $69.43 | $38.85 | 78.71 | $87.52 |
| NVRO | Nevro Corp. | 0.085 | 1 | $11.28 | $10.27 | 9.83 | $28.89 | |
| HCA | HCA Healthcare Inc. | 0.088 | 6 | $271.13 | $307.73 | $215.03 | 43.11 | $335.83 |
| GOOGL | Alphabet Inc. | 0.093 | 9 | $141.25 | $167.25 | $104.11 | 60.65 | $174.71 |
| PRAA | PRA Group Inc. | 0.097 | 1 | $24.97 | $11.85 | 110.72 | $35.12 | |
| C | Citigroup Inc. | 0.098 | 6 | $56.40 | $61.51 | $37.00 | 66.24 | $63.35 |
| MCO | Moody's Corp. | 0.103 | 4 | $390.74 | $380.63 | $297.55 | 27.92 | $406.70 |
| ORCL | Oracle Corp. | 0.111 | 4 | $109.03 | $115.85 | $93.49 | 23.92 | $132.35 |
| CVS | CVS Health Corp. | 0.115 | 5 | $79.44 | $55.90 | $53.70 | 4.10 | $81.71 |
| NATL | NCR Atleos Corp. | 0.121 | 3 | $24.00 | $21.50 | $18.00 | 19.44 | $26.00 |
| ARCH | Arch Resources Inc. | 0.131 | 1 | $161.47 | $98.75 | 63.51 | $187.60 | |
| DHR | Danaher Corp. | 0.135 | 6 | $234.10 | $248.37 | $181.70 | 36.69 | $268.71 |
| BRK.A | Berkshire Hathaway CL A | 0.150 | 2 | $553987.90 | $605761.06 | $482500.00 | 25.55 | $647039.00 |
| DIS | Walt Disney Co. | 0.154 | 4 | $95.12 | $113.66 | $78.48 | 44.83 | $123.74 |
| EXPE | Expedia Group Inc. | 0.162 | 1 | $151.79 | $115.31 | $88.81 | 29.84 | $160.05 |
| AMZN | Amazon.com Inc. | 0.167 | 7 | $156.52 | $186.23 | $103.55 | 79.85 | $189.77 |
| CHTR | Charter Communications | 0.176 | 10 | $371.05 | $265.98 | $236.08 | 12.67 | $458.30 |
| HCC | Warrior Met Coal Inc. | 0.193 | 1 | $60.97 | $66.25 | $31.55 | 109.98 | $71.91 |
| MSFT | Microsoft Corp. | 0.207 | 9 | $383.27 | $406.75 | $300.63 | 35.30 | $430.82 |
* "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.