- New Purchases: GILD, ZM, COST, RMD, PG, UL, T, TMO, DXCM, AAPL, KMB, MASI, PETS, CHWY, DLR, PTON, WMT, WBA, EA, JD, WORK, TDOC, CHGG, ANET, CSCO, LH, DGX, EQIX,
- Added Positions: FB, SHOP, NEE, NFLX, UBER, INTC,
- Reduced Positions: JPM, O, CSGP, MSFT, AMZN, ADBE, DPZ, ICE, CBOE, ULTA, ZTS, AMD, TGT, GOOG, V, AVGO, AMGN, MA, CVS, HD, ABBV, UNH, VZ, MCD, JNJ, AMT, DIS, WCN, IPGP, STZ, BDX, ISRG, GIM, CME,
- Sold Out: BAC, QCOM, SHW, NVR, LRCX, MTCH, LNG, WDAY, NMRK, FDS, SBUX, ALXN, BA, AMTD, SIVB, ABMD, DEO, BKNG, XOM,
For the details of Altman Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/altman+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Altman Advisors, Inc.- NextEra Energy Inc (NEE) - 13,281 shares, 3.13% of the total portfolio. Shares added by 8.06%
- Amazon.com Inc (AMZN) - 1,427 shares, 2.73% of the total portfolio. Shares reduced by 33%
- Visa Inc (V) - 16,712 shares, 2.64% of the total portfolio. Shares reduced by 5.77%
- Advanced Micro Devices Inc (AMD) - 54,521 shares, 2.43% of the total portfolio. Shares reduced by 7.81%
- Zoetis Inc (ZTS) - 20,549 shares, 2.37% of the total portfolio. Shares reduced by 9.86%
Altman Advisors, Inc. initiated holding in Gilead Sciences Inc. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $81.26. The impact to a portfolio due to this purchase was 2.26%. The holding were 30,852 shares as of .
New Purchase: Zoom Video Communications Inc (ZM)Altman Advisors, Inc. initiated holding in Zoom Video Communications Inc. The purchase prices were between $67.28 and $159.56, with an estimated average price of $97.73. The stock is now traded at around $148.99. The impact to a portfolio due to this purchase was 2.12%. The holding were 14,814 shares as of .
New Purchase: Costco Wholesale Corp (COST)Altman Advisors, Inc. initiated holding in Costco Wholesale Corp. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $312.08. The impact to a portfolio due to this purchase was 1.8%. The holding were 6,445 shares as of .
New Purchase: Procter & Gamble Co (PG)Altman Advisors, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $97.7 and $127.14, with an estimated average price of $120.29. The stock is now traded at around $120.60. The impact to a portfolio due to this purchase was 1.8%. The holding were 16,746 shares as of .
New Purchase: ResMed Inc (RMD)Altman Advisors, Inc. initiated holding in ResMed Inc. The purchase prices were between $114.34 and $176.62, with an estimated average price of $159.5. The stock is now traded at around $164.28. The impact to a portfolio due to this purchase was 1.8%. The holding were 12,484 shares as of .
New Purchase: Unilever PLC (UL)Altman Advisors, Inc. initiated holding in Unilever PLC. The purchase prices were between $44.62 and $60.96, with an estimated average price of $55.88. The stock is now traded at around $53.59. The impact to a portfolio due to this purchase was 1.76%. The holding were 35,545 shares as of .
Added: Facebook Inc (FB)Altman Advisors, Inc. added to a holding in Facebook Inc by 405.30%. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $178.24. The impact to a portfolio due to this purchase was 0.89%. The holding were 6,766 shares as of .
Added: Shopify Inc (SHOP)Altman Advisors, Inc. added to a holding in Shopify Inc by 36.46%. The purchase prices were between $322.29 and $543.21, with an estimated average price of $451.26. The stock is now traded at around $629.90. The impact to a portfolio due to this purchase was 0.44%. The holding were 4,042 shares as of .
Added: Uber Technologies Inc (UBER)Altman Advisors, Inc. added to a holding in Uber Technologies Inc by 28.95%. The purchase prices were between $14.82 and $41.27, with an estimated average price of $33. The stock is now traded at around $28.19. The impact to a portfolio due to this purchase was 0.22%. The holding were 35,566 shares as of .
Sold Out: Bank of America Corp (BAC)Altman Advisors, Inc. sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.
Sold Out: Qualcomm Inc (QCOM)Altman Advisors, Inc. sold out a holding in Qualcomm Inc. The sale prices were between $60.91 and $95.91, with an estimated average price of $82.41.
Sold Out: Sherwin-Williams Co (SHW)Altman Advisors, Inc. sold out a holding in Sherwin-Williams Co. The sale prices were between $396.7 and $596.54, with an estimated average price of $543.41.
Sold Out: Lam Research Corp (LRCX)Altman Advisors, Inc. sold out a holding in Lam Research Corp. The sale prices were between $187.89 and $341.58, with an estimated average price of $289.1.
Sold Out: NVR Inc (NVR)Altman Advisors, Inc. sold out a holding in NVR Inc. The sale prices were between $2175 and $4037.77, with an estimated average price of $3600.44.
Sold Out: Match Group Inc (MTCH)Altman Advisors, Inc. sold out a holding in Match Group Inc. The sale prices were between $47.35 and $92.45, with an estimated average price of $73.95.
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