Weik Capital Management Purchases in Q2 2024

Weik Capital Management

  • $233 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CHTR
Charter Communications, Inc.

Communication Services
3.68K
New
$254.61 - $298.96 $936K - $1.1M
3.68K $1.1M
HSY
Hershey CO

Consumer Defensive
3.74K
New
$182.0 - $209.51 $681K - $784K
3.74K $688K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
7.24K
+ 195.54%
$77.8 - $104.98 $563K - $760K
10.9K $919K
IVV
Ishares Core S&P 500 ETF

ETFs
380
+ 11.52%
$497.53 - $549.64 $189K - $209K
3.68K $2.01M
ISRG
Intuitive Surgical Inc

Healthcare
450
New
$366.34 - $445.11 $165K - $200K
450 $200K
NVDA
Nvidia Corp

Technology
4.96K
+ 918.52%
$118.11 - $1224.4 $586K - $6.07M
5.5K $679K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.8K
+ 5.04%
$76.35 - $77.35 $137K - $139K
37.5K $2.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.08K
+ 3.79%
$57.57 - $63.3 $61.9K - $68K
29.4K $1.85M
CVX
Chevron Corp

Energy
650
+ 4.32%
$152.57 - $166.33 $99.2K - $108K
15.7K $2.45M
VIG
Vanguard Dividend Appreciation

ETFs
400
+ 6.18%
$173.33 - $185.29 $69.3K - $74.1K
6.88K $1.26M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
610
+ 19.24%
$93.69 - $101.79 $57.2K - $62.1K
3.78K $371K
VCIT
Vanguard Intermediate Term Cor

ETFs
735
+ 3.64%
$77.99 - $80.49 $57.3K - $59.2K
20.9K $1.67M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
705
+ 4.64%
$57.86 - $62.21 $40.8K - $43.9K
15.9K $957K
PFE
Pfizer Inc

Healthcare
765
+ 2.19%
$25.26 - $29.6 $19.3K - $22.6K
35.6K $996K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
295
+ 2.4%
$37.19 - $39.82 $11K - $11.7K
12.6K $483K
Atlanta Braves Holdings
1K
+ 10.7%
N/A
10.4K $0
PEP
Pepsico Inc

Consumer Defensive
300
+ 5.54%
$163.33 - $183.11 $49K - $54.9K
5.71K $942K
GPC
Genuine Parts CO

Consumer Cyclical
405
+ 5.75%
$136.7 - $163.38 $55.4K - $66.2K
7.45K $1.03M
MCD
Mcdonalds Corp

Consumer Cyclical
220
+ 5.03%
$249.37 - $280.22 $54.9K - $61.6K
4.6K $1.17M
MGRC
Mcgrath Rentcorp

Industrials
600
+ 7.5%
$102.88 - $121.22 $61.7K - $72.7K
8.6K $916K
TDY
Teledyne Technologies Inc

Technology
70
+ 1.3%
$362.5 - $424.93 $25.4K - $29.7K
5.46K $2.12M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.08%
$325.1 - $368.03 $3.25K - $3.68K
12K $4.13M
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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