Alan B. Lancz & Associates, Inc. Purchases in Q3 2024

Alan B. Lancz & Associates, Inc.

  • $108 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.8K
New
$162.83 - $179.16 $293K - $322K
1.8K $322K
JPM
Jpmorgan Chase & CO

Financial Services
1K
+ 22.19%
$194.9 - $224.8 $195K - $225K
5.51K $1.16M
FCX
Freeport Mcmoran Inc

Basic Materials
4.95K
New
$39.52 - $51.92 $196K - $257K
4.95K $247K
TRP
Tc Energy Corp

Energy
5K
New
$37.48 - $47.9 $187K - $240K
5K $237K
EBAY
Ebay Inc

Consumer Cyclical
3.47K
New
$52.61 - $65.44 $182K - $227K
3.47K $225K
ENPH
Enphase Energy, Inc.

Technology
1.9K
New
$95.77 - $123.65 $182K - $235K
1.9K $215K
NVDA
Nvidia Corp

Technology
2K
+ 14.04%
$98.91 - $134.91 $198K - $270K
16.3K $1.97M
BNS
Bank Of Nova Scotia

Financial Services
3.9K
New
$44.71 - $54.78 $174K - $214K
3.9K $212K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.6K
New
$31.95 - $38.02 $179K - $213K
5.6K $209K
IBM
International Business Machines Corp

Technology
946
New
$175.1 - $223.38 $166K - $211K
946 $209K
GILD
Gilead Sciences, Inc.

Healthcare
500
+ 4.72%
$66.59 - $83.99 $33.3K - $42K
11.1K $929K
GS
Goldman Sachs Group Inc

Financial Services
200
+ 8.33%
$459.02 - $510.25 $91.8K - $102K
2.6K $1.29M
ACN
Accenture PLC

Technology
574
New
$295.44 - $355.81 $170K - $204K
574 $202K
USB
Us Bancorp \De\

Financial Services
4.4K
New
$39.04 - $47.23 $172K - $208K
4.4K $201K
SHOP
Shopify Inc.

Technology
1K
+ 18.69%
$52.26 - $80.75 $52.3K - $80.8K
6.35K $508K
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 11.11%
$333.64 - $405.2 $50K - $60.8K
1.5K $607K
AXP
American Express CO

Financial Services
100
+ 10.53%
$225.92 - $271.17 $22.6K - $27.1K
1.05K $284K
BAC
Bank Of America Corp

Financial Services
1.35K
+ 8.89%
$36.65 - $44.13 $49.5K - $59.6K
16.5K $655K
CTAS
Cintas Corp

Industrials
1.2K
+ 300.0%
$201.38 - $819.83 $242K - $984K
1.6K $329K
WFC
Wells Fargo & Company

Financial Services
1K
+ 26.32%
$51.58 - $60.97 $51.6K - $61K
4.8K $271K
UBER
Uber Technologies, Inc

Technology
200
+ 2.25%
$58.48 - $77.47 $11.7K - $15.5K
9.1K $683K
CVX
Chevron Corp

Energy
350
+ 14.01%
$137.88 - $161.97 $48.3K - $56.7K
2.85K $419K
HON
Honeywell International Inc

Industrials
400
+ 5.02%
$196.73 - $220.21 $78.7K - $88.1K
8.36K $1.73M
AVGO
Broadcom Inc.

Technology
2.01K
+ 853.39%
$136.27 - $1745.86 $274K - $3.52M
2.25K $388K
LLY
Eli Lilly & CO

Healthcare
25
+ 1.47%
$772.14 - $960.02 $19.3K - $24K
1.73K $1.53M
COP
Conocophillips

Energy
200
+ 5.65%
$102.3 - $116.61 $20.5K - $23.3K
3.74K $393K
DELL
Dell Technologies Inc.

Technology
261
+ 7.86%
$87.89 - $145.97 $22.9K - $38.1K
3.58K $424K
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 1.92%
$161.02 - $200.0 $32.2K - $40K
10.6K $1.97M
MSFT
Microsoft Corp

Technology
300
+ 2.47%
$395.15 - $467.56 $119K - $140K
12.5K $5.36M
DLTR
Dollar Tree, Inc.

Consumer Defensive
200
+ 6.56%
$63.56 - $107.36 $12.7K - $21.5K
3.25K $228K
MRK
Merck & Co., Inc.

Healthcare
100
+ 0.73%
$111.15 - $128.97 $11.1K - $12.9K
13.8K $1.57M
GOOG
Alphabet Inc.

Communication Services
800
+ 3.65%
$149.54 - $192.66 $120K - $154K
22.7K $3.79M
QCOM
Qualcomm Inc

Technology
550
+ 3.64%
$156.12 - $209.64 $85.9K - $115K
15.7K $2.67M
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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