Kelman Lazarov, Inc. Purchases and Sells in Q4 2024

Kelman Lazarov, Inc.

$507 Million
Q4 2024

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MBB	17.7K + 12.5%	$91.26 - $95.82 $1.62M - $1.7M	159K $14.6M
SCHG	1.37M + 278.57%	$25.93 - $105.3 $35.5M - $144M	1.86M $51.8M
SMMU	13.4K + 16.93%	$49.74 - $50.43 $664K - $673K	92.2K $4.59M
UNH	1.22K + 190.5%	$485.52 - $625.25 $594K - $765K	1.87K $943K
STIP	6.9K + 2.8%	$100.24 - $101.35 $691K - $699K	253K $25.5M
AAPL	23 + 0.2%	$221.69 - $259.02 $5.1K - $5.96K	11.3K $2.83M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PPG	4.28K New	$119.09 - $131.37 $510K - $563K	4.28K $511K
PM	2.82K New	$118.38 - $133.06 $333K - $375K	2.82K $339K
MMM	1.88K New	$124.74 - $137.12 $235K - $258K	1.88K $242K
MO	4.42K New	$49.06 - $57.74 $217K - $255K	4.42K $230K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDE	-12.9K - 2.22%	$28.89 - $33.95 $373K - $439K	570K $16.6M
VOO	-4.02K - 71.4%	$521.84 - $558.82 $2.1M - $2.25M	1.61K $868K
MOAT	-22.5K - 4.1%	N/A	526K $45.1M
GNMA	-33.5K - 18.25%	$42.8 - $44.74 $1.43M - $1.5M	150K $6.45M
IJR	-9.5K - 4.66%	$113.92 - $127.38 $1.08M - $1.21M	194K $22.4M
AVEM	-6.61K - 6.01%	$58.59 - $66.14 $387K - $437K	103K $6.08M

Activity Summary All Purchases 44 New Holdings 4 Increased Positions 40 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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