- New Purchases: WOW, KIM,
- Added Positions: BA, MMM, F, NUE,
- Reduced Positions: C, MSFT, PYPL, AAPL, MCD, INTC, WFC, GOOGL, JPM, HD, CSCO, BAC, BRK.B, S, MRVL, ACM, GOOG, BABA, KO, CBRE, COP, APA, BP, TM, PFE, DIS, AWR, WAB, NFLX,
- Sold Out: TJX, V, MFGP,
For the details of HOERTKORN RICHARD CHARLES's stock buys and sells, go to https://www.gurufocus.com/guru/hoertkorn+richard+charles/current-portfolio/portfolio
These are the top 5 holdings of HOERTKORN RICHARD CHARLES- Bank of America Corporation (BAC) - 356,570 shares, 7.12% of the total portfolio. Shares reduced by 2.25%
- Microsoft Corp (MSFT) - 73,786 shares, 6.80% of the total portfolio. Shares reduced by 7.05%
- JPMorgan Chase & Co (JPM) - 81,900 shares, 6.30% of the total portfolio. Shares reduced by 3.16%
- Procter & Gamble Co (PG) - 81,950 shares, 6.18% of the total portfolio. Shares reduced by 0.88%
- Apple Inc (AAPL) - 45,029 shares, 6.13% of the total portfolio. Shares reduced by 5.94%
Hoertkorn Richard Charles initiated holding in WideOpenWest Inc. The purchase prices were between $7 and $9.74, with an estimated average price of $8.16. The stock is now traded at around $7.62. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,300 shares as of .
New Purchase: Kimco Realty Corp (KIM)Hoertkorn Richard Charles initiated holding in Kimco Realty Corp. The purchase prices were between $17.08 and $19.13, with an estimated average price of $18.09. The stock is now traded at around $18.72. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 300 shares as of .
Added: 3M Co (MMM)Hoertkorn Richard Charles added to a holding in 3M Co by 72.73%. The purchase prices were between $159.75 and $219.5, with an estimated average price of $184.37. The stock is now traded at around $164.79. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,425 shares as of .
Sold Out: TJX Companies Inc (TJX)Hoertkorn Richard Charles sold out a holding in TJX Companies Inc. The sale prices were between $49.73 and $55.42, with an estimated average price of $53.16.
Sold Out: Visa Inc (V)Hoertkorn Richard Charles sold out a holding in Visa Inc. The sale prices were between $157.26 and $173.85, with an estimated average price of $163.66.
Sold Out: Micro Focus International PLC (MFGP)Hoertkorn Richard Charles sold out a holding in Micro Focus International PLC. The sale prices were between $22.46 and $32.61, with an estimated average price of $26.4.
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