Davidson Investment Advisors Purchases and Sells in Q4 2024

Davidson Investment Advisors

$1.98 Billion
Q4 2024

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	36.9K + 37.14%	$159.67 - $250.0 $5.88M - $9.21M	136K $31.6M
NFLX	615 + 1.62%	$687.65 - $936.56 $423K - $576K	38.6K $34.4M
CRM	1.15K + 1.4%	$270.87 - $367.87 $310K - $422K	83.1K $27.8M
GS	789 + 1.59%	$486.1 - $608.57 $384K - $480K	50.5K $28.9M
BA	13K + 17.81%	$138.14 - $180.72 $1.8M - $2.36M	86.3K $15.3M
V	1.46K + 1.71%	$273.87 - $320.91 $400K - $468K	86.8K $27.4M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	96K New	$172.07 - $207.36 $16.5M - $19.9M	96K $19M
UNH	18.9K New	$485.52 - $625.25 $9.16M - $11.8M	18.9K $9.54M
IJH	17.2K New	$61.68 - $67.87 $1.06M - $1.16M	17.2K $1.07M
GLD	1.95K New	$236.59 - $257.5 $460K - $501K	1.95K $470K
IJR	3.92K New	$113.92 - $127.38 $446K - $499K	3.92K $451K
META	405 New	$554.08 - $632.68 $224K - $256K	405 $238K

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COLB	-454K - 98.1%	$25.29 - $32.01 $11.5M - $14.5M	8.8K $237K
MDT	-48.8K - 11.88%	$79.61 - $92.24 $3.88M - $4.5M	362K $28.9M
CVS	-59K - 26.77%	$43.78 - $67.46 $2.58M - $3.98M	161K $7.24M
NSC	-20.8K - 27.43%	$230.6 - $277.0 $4.8M - $5.76M	55.1K $12.9M
AGNC	-96.2K - 2.81%	$9.21 - $10.59 $886K - $1.02M	3.33M $30.6M
CVX	-25.5K - 10.36%	$141.15 - $162.53 $3.6M - $4.15M	221K $32M

Activity Summary All Purchases 61 New Holdings 9 Increased Positions 52 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Davidson Investment Advisors with notifications on news.