| Q1 2024 |
63 |
$156M |
+$5.87M |
-$8.38M |
-$2.51M |
MSFT, BRKB, COST, NUE, PG, VTI |
13F-HR |
4/29/2024, 12:28 PM |
| Q4 2023 |
62 |
$144M |
+$303K |
-$2.47M |
-$2.16M |
MSFT, COST, BRKB, NUE, PG, USB |
13F-HR |
1/30/2024, 04:36 PM |
| Q3 2023 |
62 |
$130M |
+$1.55M |
-$1.58M |
-$30.2K |
MSFT, BRKB, COST, NUE, PG, VTI |
13F-HR |
10/19/2023, 08:47 PM |
| Q2 2023 |
60 |
$136M |
+$867K |
-$4.54M |
-$3.67M |
MSFT, BRKB, COST, NUE, PG, EXPD |
13F-HR |
8/2/2023, 05:42 PM |
| Q1 2023 |
60 |
$130M |
+$2.27M |
-$1.9M |
+$368K |
MSFT, BRKB, COST, NUE, PG, VTI |
13F-HR |
5/4/2023, 03:59 PM |
| Q4 2022 |
58 |
$122M |
+$520K |
-$1.32M |
-$800K |
MSFT, BRKB, COST, PG, NUE, USB |
13F-HR |
2/8/2023, 07:21 PM |
| Q3 2022 |
56 |
$112M |
+$3.04M |
-$252K |
+$2.79M |
MSFT, COST, BRKB, PG, NUE, USB |
13F-HR |
11/10/2022, 11:52 AM |
| Q2 2022 |
58 |
$118M |
+$6.55M |
-$1.46M |
+$5.09M |
MSFT, COST, BRKB, PG, USB, JNJ |
13F-HR |
8/9/2022, 02:29 PM |
| Q1 2022 |
58 |
$132M |
+$2.44M |
-$1.34M |
+$1.09M |
MSFT, COST, BRKB, PG, NUE, USB |
13F-HR |
5/3/2022, 05:38 PM |
| Q4 2021 |
55 |
$136M |
|
|
|
MSFT, COST, BRKB, PG, USB, NUE |
13F-HR |
3/8/2022, 12:50 PM |