Kooman & Associates Purchases and Sells in Q4 2024

Kooman & Associates

$276 Billion
Q4 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	61.4K + 2.33%	$39.27 - $42.38 $2.41M - $2.6M	2.69M $109B
IVV	53 + 0.25%	$570.51 - $610.59 $30.2K - $32.4K	21.4K $12.6B
DFUV	14.8K + 3.53%	$40.38 - $44.35 $597K - $656K	434K $17.8B
DFAS	3.86K + 4.68%	$63.58 - $71.15 $245K - $274K	86.2K $5.61B
DUHP	9.61K + 2.37%	$33.62 - $35.69 $323K - $343K	415K $14B
TSLA	28 + 2.41%	$213.65 - $479.86 $5.98K - $13.4K	1.19K $480M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	2.11K New	$567.81 - $607.81 $1.2M - $1.28M	2.11K $1.24B
MBB	4.8K New	$91.26 - $95.82 $438K - $460K	4.8K $440M
RJF	1.43K New	$123.0 - $170.1 $176K - $243K	1.43K $222M
BMY	3.7K New	$51.92 - $59.94 $192K - $222K	3.7K $209M
GOOGL	1.06K New	$161.86 - $196.66 $171K - $208K	1.06K $200M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAGG	-24 - 0.01%	$49.87 - $52.46 $1.2K - $1.26K	216K $10.8B
SHY	-824 - 1.02%	$81.68 - $82.93 $67.3K - $68.3K	80K $6.56B
VZ	-33 - 0.26%	$39.6 - $45.21 $1.31K - $1.49K	12.4K $498M
LLY	-1 - 0.27%	$727.2 - $932.06 $727 - $932	374 $289M
CVX	-100 - 4.22%	$141.15 - $162.53 $14.1K - $16.3K	2.27K $329M
CRANE COMPANY	-1 - 0.04%	N/A	2.69K $408M

Activity Summary All Purchases 33 New Holdings 5 Increased Positions 28 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kooman & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Kooman & Associates with notifications on news.