- New Purchases: GLD, OTIS, CCI, TMUS, EA, CIEN, ROP, CHWY, SBAC, ALB, GDX, ALC, AKAM, STZ, CHGG, XLI, MS, ATVI, KHC, OKTA, VFC, ADI, UL, CERN, WORK, BYND, DLR, ULTA, YUMC, FTV, QRVO, LRCX,
- Added Positions: PEP, NVDA, HON, LIN, JPM, APD, PANW, AMT, BX, ITW, PYPL, ISRG, CRM, BMY, AMZN, REGN, AAPL, RTX, TTWO, FB, PAYC, VZ, BAC, TCEHY, PFE, AVGO, NOW, CL, EEM, PNC, IWF, TJX, WMT, NFLX, NEE, ECL, BLK, BDX,
- Reduced Positions: BRK.B, MA, INTU, TXN, GOOGL, V, LLY, INTC, BABA, VRTX, HQY, KO, COST, DXCM, TMO, PG, EL, TDOC, JNJ, SYK, MSFT, UNP, DHR, WM, ABT, NOC, PWR, TT, USB, EXR, T, VIG, IJH, ADP, BF.B, BBN, CSCO, DEO, TRV, CTSH, CI, XOM, NKE, SBUX, MO, DIA, EFA, EPI, IJR, NVS, VTI,
- Sold Out: IAU, RTN, QCOM, CB, SE, MTB, IWN, AFG, CW, TFC, PNFP, TTC,
For the details of MOODY LYNN & LIEBERSON, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/moody+lynn+%26+lieberson%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of MOODY LYNN & LIEBERSON, INC.- Microsoft Corp (MSFT) - 291,335 shares, 6.46% of the total portfolio. Shares reduced by 1.59%
- SPDR Gold Trust (GLD) - 236,859 shares, 4.58% of the total portfolio. New Position
- Amazon.com Inc (AMZN) - 11,417 shares, 3.43% of the total portfolio. Shares added by 9.03%
- Mastercard Inc (MA) - 103,402 shares, 3.33% of the total portfolio. Shares reduced by 20.67%
- Alphabet Inc (GOOGL) - 20,722 shares, 3.20% of the total portfolio. Shares reduced by 11.68%
Moody Lynn & Lieberson, Inc. initiated holding in SPDR Gold Trust. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $178.83. The impact to a portfolio due to this purchase was 4.58%. The holding were 236,859 shares as of .
New Purchase: Otis Worldwide Corp (OTIS)Moody Lynn & Lieberson, Inc. initiated holding in Otis Worldwide Corp. The purchase prices were between $44 and $61.26, with an estimated average price of $51.55. The stock is now traded at around $58.85. The impact to a portfolio due to this purchase was 1.11%. The holding were 179,671 shares as of .
New Purchase: Crown Castle International Corp (CCI)Moody Lynn & Lieberson, Inc. initiated holding in Crown Castle International Corp. The purchase prices were between $137.59 and $174.56, with an estimated average price of $160.78. The stock is now traded at around $167.09. The impact to a portfolio due to this purchase was 0.58%. The holding were 31,543 shares as of .
New Purchase: T-Mobile US Inc (TMUS)Moody Lynn & Lieberson, Inc. initiated holding in T-Mobile US Inc. The purchase prices were between $81.98 and $110.19, with an estimated average price of $95.53. The stock is now traded at around $105.07. The impact to a portfolio due to this purchase was 0.57%. The holding were 50,621 shares as of .
New Purchase: Electronic Arts Inc (EA)Moody Lynn & Lieberson, Inc. initiated holding in Electronic Arts Inc. The purchase prices were between $97.53 and $132.05, with an estimated average price of $117.72. The stock is now traded at around $135.92. The impact to a portfolio due to this purchase was 0.53%. The holding were 36,820 shares as of .
New Purchase: Ciena Corp (CIEN)Moody Lynn & Lieberson, Inc. initiated holding in Ciena Corp. The purchase prices were between $39.81 and $56.31, with an estimated average price of $49.54. The stock is now traded at around $55.98. The impact to a portfolio due to this purchase was 0.51%. The holding were 86,645 shares as of .
Added: PepsiCo Inc (PEP)Moody Lynn & Lieberson, Inc. added to a holding in PepsiCo Inc by 366.40%. The purchase prices were between $118.12 and $138.4, with an estimated average price of $131.65. The stock is now traded at around $136.70. The impact to a portfolio due to this purchase was 1.17%. The holding were 103,596 shares as of .
Added: NVIDIA Corp (NVDA)Moody Lynn & Lieberson, Inc. added to a holding in NVIDIA Corp by 88.27%. The purchase prices were between $243.07 and $381.07, with an estimated average price of $322.32. The stock is now traded at around $410.26. The impact to a portfolio due to this purchase was 0.93%. The holding were 48,082 shares as of .
Added: Honeywell International Inc (HON)Moody Lynn & Lieberson, Inc. added to a holding in Honeywell International Inc by 103.76%. The purchase prices were between $122.97 and $162.92, with an estimated average price of $140.33. The stock is now traded at around $150.65. The impact to a portfolio due to this purchase was 0.81%. The holding were 100,555 shares as of .
Added: Linde PLC (LIN)Moody Lynn & Lieberson, Inc. added to a holding in Linde PLC by 78.52%. The purchase prices were between $160.87 and $221.28, with an estimated average price of $192.72. The stock is now traded at around $243.89. The impact to a portfolio due to this purchase was 0.69%. The holding were 68,093 shares as of .
Added: JPMorgan Chase & Co (JPM)Moody Lynn & Lieberson, Inc. added to a holding in JPMorgan Chase & Co by 22.60%. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $98.67. The impact to a portfolio due to this purchase was 0.57%. The holding were 299,152 shares as of .
Added: Palo Alto Networks Inc (PANW)Moody Lynn & Lieberson, Inc. added to a holding in Palo Alto Networks Inc by 690.29%. The purchase prices were between $162.66 and $239.86, with an estimated average price of $210.57. The stock is now traded at around $244.98. The impact to a portfolio due to this purchase was 0.51%. The holding were 23,203 shares as of .
Sold Out: ishares Gold Trust (IAU)Moody Lynn & Lieberson, Inc. sold out a holding in ishares Gold Trust. The sale prices were between $15.07 and $16.99, with an estimated average price of $16.36.
Sold Out: Raytheon Co (RTN)Moody Lynn & Lieberson, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.
Sold Out: Qualcomm Inc (QCOM)Moody Lynn & Lieberson, Inc. sold out a holding in Qualcomm Inc. The sale prices were between $65.23 and $91.37, with an estimated average price of $79.85.
Sold Out: Chubb Ltd (CB)Moody Lynn & Lieberson, Inc. sold out a holding in Chubb Ltd. The sale prices were between $95.25 and $140.7, with an estimated average price of $115.94.
Sold Out: Sea Ltd (SE)Moody Lynn & Lieberson, Inc. sold out a holding in Sea Ltd. The sale prices were between $42.1 and $113.39, with an estimated average price of $71.65.
Sold Out: M&T Bank Corp (MTB)Moody Lynn & Lieberson, Inc. sold out a holding in M&T Bank Corp. The sale prices were between $89.12 and $127.4, with an estimated average price of $105.57.
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