Lee Danner & Bass Inc Incresed Positions in Q4 2024

Lee Danner & Bass Inc

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
1.62K
+ 2.48%
$273.87 - $320.91 $444K - $520K
67K $21.2M
SRE
Sempra Energy

Utilities
16.1K
+ 169.87%
$80.81 - $94.77 $1.3M - $1.53M
25.6K $2.24M
SLB
Schlumberger Limited

Energy
42.4K
+ 40.64%
$36.83 - $45.59 $1.56M - $1.94M
147K $5.63M
PANW
Palo Alto Networks Inc

Technology
9.52K
+ 283.92%
$181.96 - $405.9 $1.73M - $3.86M
12.9K $2.34M
DEO
Diageo PLC

Consumer Defensive
10.2K
+ 64.4%
$118.0 - $139.88 $1.2M - $1.43M
26K $3.31M
BA
Boeing CO

Industrials
2.51K
+ 9.97%
$138.14 - $180.72 $347K - $454K
27.7K $4.91M
IVV
Ishares Core S&P 500 ETF

ETFs
1.68K
+ 233.29%
$570.51 - $610.59 $960K - $1.03M
2.4K $1.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.1K
+ 61.31%
$370.24 - $418.94 $776K - $878K
5.51K $2.21M
NKE
Nike, Inc.

Consumer Cyclical
18.1K
+ 39.15%
$73.36 - $89.13 $1.33M - $1.61M
64.3K $4.87M
COST
Costco Wholesale Corp

Consumer Defensive
731
+ 40.91%
$873.59 - $994.69 $639K - $727K
2.52K $2.31M
FDX
Fedex Corp

Industrials
277
+ 0.43%
$260.5 - $305.15 $72.2K - $84.5K
64.8K $18.2M
AVGO
Broadcom Inc.

Technology
1.29K
+ 48.1%
$159.67 - $250.0 $207K - $324K
3.98K $923K
UPS
United Parcel Service Inc

Industrials
7.01K
+ 13.56%
$122.65 - $138.35 $859K - $969K
58.7K $7.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.81K
+ 6.7%
$385.02 - $431.37 $696K - $779K
28.8K $11.2M
AXP
American Express CO

Financial Services
272
+ 4.34%
$267.35 - $305.57 $72.7K - $83.1K
6.54K $1.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.39K
+ 7.05%
$113.92 - $127.38 $272K - $304K
36.3K $4.18M
IWM
Ishares Russell 2000 ETF

ETFs
898
+ 53.52%
$216.13 - $242.4 $194K - $218K
2.58K $569K
CVX
Chevron Corp

Energy
1.95K
+ 5.51%
$141.15 - $162.53 $275K - $317K
37.3K $5.4M
MS
Morgan Stanley

Financial Services
153
+ 2.37%
$104.42 - $134.99 $16K - $20.7K
6.62K $831K
PM
Philip Morris International Inc.

Consumer Defensive
1.82K
+ 2.61%
$118.38 - $133.06 $215K - $242K
71.3K $8.58M
DVY
Ishares Tr

ETFs
1K
+ 41.49%
$129.55 - $143.41 $130K - $143K
3.41K $447K
IWD
Ishares Russell 1000 Val ETF

ETFs
675
+ 7.1%
$183.23 - $199.79 $124K - $135K
10.2K $1.88M
T
At&T Inc.

Communication Services
2.35K
+ 7.27%
$21.22 - $23.88 $49.9K - $56.1K
34.7K $789K
TFC
Truist Financial Corp

Financial Services
848
+ 1.45%
$41.51 - $48.1 $35.2K - $40.8K
59.1K $2.57M
IBM
International Business Machines Corp

Technology
390
+ 2.95%
$204.9 - $238.04 $79.9K - $92.8K
13.6K $2.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.38%
$567.81 - $607.81 $5.68K - $6.08K
2.65K $1.55M
IWR
Ishares Russell Mid Cap ETF

ETFs
375
+ 5.09%
$87.25 - $95.52 $32.7K - $35.8K
7.75K $685K
MA
Mastercard Inc

Financial Services
1
+ 0.1%
$491.3 - $536.15 $491 - $536
973 $512K
INTU
Intuit Inc

Technology
26
+ 1.55%
$602.01 - $706.25 $15.7K - $18.4K
1.71K $1.07M
VHT
Vanguard Health Care ETF

ETFs
220
+ 21.13%
$250.81 - $283.3 $55.2K - $62.3K
1.26K $319K
KO
Coca Cola CO

Consumer Defensive
10.9K
+ 15.86%
$61.74 - $71.71 $672K - $780K
79.5K $4.95M
AIG
American International Group, Inc.

Financial Services
260
+ 1.6%
$70.0 - $79.22 $18.2K - $20.6K
16.5K $1.2M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.02%
$233.76 - $261.58 $234 - $262
4.03K $968K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36
+ 0.75%
$61.68 - $67.87 $2.22K - $2.44K
4.86K $303K
VNQ
Vanguard Specialized Funds Van

ETFs
218
+ 9.41%
$87.85 - $98.6 $19.2K - $21.5K
2.53K $225K
LLY
Eli Lilly & CO

Healthcare
65
+ 13.16%
$727.2 - $932.06 $47.3K - $60.6K
559 $431K
UNP
Union Pacific Corp

Industrials
49
+ 5.0%
$223.15 - $249.32 $10.9K - $12.2K
1.03K $234K
ABT
Abbott Laboratories

Healthcare
71
+ 0.2%
$111.93 - $119.39 $7.95K - $8.48K
35.7K $4.04M
IAK
Ishares Tr

ETFs
355
+ 1.04%
$123.78 - $138.16 $43.9K - $49K
34.5K $4.36M
TSCO
Tractor Supply CO

Consumer Cyclical
11K
+ 400.0%
$52.59 - $303.74 $578K - $3.34M
13.7K $729K
HSIC
Henry Schein Inc

Healthcare
50
+ 0.18%
$66.54 - $77.66 $3.33K - $3.88K
27.3K $1.89M
MCD
Mcdonalds Corp

Consumer Cyclical
270
+ 1.99%
$288.47 - $316.54 $77.9K - $85.5K
13.8K $4M
PEP
Pepsico Inc

Consumer Defensive
732
+ 4.62%
$151.29 - $176.1 $111K - $129K
16.6K $2.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.44K
+ 2.96%
$44.04 - $49.49 $107K - $121K
84.9K $3.74M
SYY
Sysco Corp

Consumer Defensive
384
+ 0.21%
$73.63 - $81.77 $28.3K - $31.4K
185K $14.1M
XOM
Exxon Mobil Corp

Energy
9.86K
+ 6.87%
$105.51 - $125.37 $1.04M - $1.24M
153K $16.5M
DHR
Danaher Corp

Healthcare
245
+ 3.1%
$226.16 - $274.52 $55.4K - $67.3K
8.14K $1.87M
NEM
Newmont Corp

Basic Materials
100
+ 0.48%
$37.0 - $58.68 $3.7K - $5.87K
20.9K $776K
CARR
Carrier Global Corp

Industrials
16
+ 0.05%
$66.69 - $82.65 $1.07K - $1.32K
34.8K $2.38M
Activity Summary
Buys All Purchases 635 New Holdings 579 Increased Positions 56 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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