Number of Shares
14,467
Previous 18,032 19.77%
Holding current value
$463 Million
Previous $588 Million 21.35%
% of portfolio
0.36%
Previous 0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
N/A
-3,565 Reduced 19.77%
14,467 $463 Million
Q3 2024

Oct 18, 2024

SELL
N/A
-2,021 Reduced 10.08%
18,032 $588 Million
Q2 2024

Oct 18, 2024

BUY
N/A
2,431 Added 13.8%
20,053 $622 Million
Q2 2024

Aug 14, 2024

BUY
N/A
2,430 Added 13.79%
20,053 $622 Million
Q1 2024

Oct 18, 2024

BUY
N/A
17,622 New
17,622 $523 Million
Q1 2024

Aug 14, 2024

BUY
N/A
17,623 New
17,623 $523 Million
Track This Portfolio

Track Longview Financial Advisors, Inc. Portfolio

Follow Longview Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Longview Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Longview Financial Advisors, Inc. with notifications on news.