Number of Shares
161,694
Previous 158,103 2.27%
Holding current value
$4.56 Billion
Previous $3.96 Billion 15.04%
% of portfolio
3.75%
Previous 3.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
N/A
3,591 Added 2.27%
161,694 $4.56 Billion
Q2 2024

Jul 10, 2024

BUY
N/A
5,637 Added 3.7%
158,103 $3.96 Billion
Q1 2024

Apr 10, 2024

BUY
N/A
1,143 Added 0.76%
152,466 $3.87 Billion
Q4 2023

Jan 17, 2024

BUY
N/A
151,323 New
151,323 $3.89 Billion
Track This Portfolio

Track Shotwell Rutter Baer Inc Portfolio

Follow Shotwell Rutter Baer 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 Shotwell Rutter Baer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Shotwell Rutter Baer Inc with notifications on news.