Investments: Whitegate Investment Counselors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
216.710.686 $+9.986.274 $206.724.412 $+4.954.924 $202.589.467 $+6.435.796 $196.354.810 $+196.354.810 $
BANK OF AMERICA CORP /DE/BAC172.105.462 $+10.303.273 $161.802.189 $+5.457.601 $156.344.588 $+12.701.810 $143.642.778 $+143.642.778 $
BERKSHIRE HATHAWAY INCBRK-B39.525.807 $-91.650 $39.617.457 $+557.764 $39.059.693 $-4.234.892 $43.294.585 $+43.294.585 $
BlackRock, Inc.BLK661.031 $+4.382 $656.649 $-748.369 $1.405.018 $-2.465.620 $3.870.638 $+3.870.638 $
APPFOLIO INCAPPF935.977 $+59.945 $876.032 $+170.756 $705.276 $-96.470 $801.746 $+801.746 $
EXXON MOBIL CORPXOM265.388 $+18.090 $247.298 $-505.277 $752.575 $-76.206 $828.781 $+828.781 $
NETFLIX INCNFLX562.560 $-156.792 $719.352 $-84.126 $803.478 $+243.960 $559.518 $+559.518 $
MICROSOFT CORPMSFT740.534 $-51.464 $791.998 $+32.332 $759.666 $+187.087 $572.579 $+572.579 $
PROCTER & GAMBLE CoPG719.330 $-50.116 $769.446 $+769.446 $
AMAZON COM INCAMZN553.968 $+27.000 $526.968 $+432 $526.536 $+68.961 $457.575 $+457.575 $
TREX CO INCTREX270.116 $-148.411 $418.527 $-21.951 $440.478 $-30.132 $470.610 $+470.610 $
CITIGROUP INCC451.330 $+21.917 $429.413 $+71.274 $358.139 $+141.074 $217.065 $+217.065 $
PFIZER INCPFE301.788 $-13.695 $315.483 $+315.483 $
LEMAITRE VASCULAR INCLMAT268.114 $-20.508 $288.622 $+15.286 $273.336 $-2.127 $275.463 $+275.463 $
AbbVie Inc.ABBV219.351 $-2.927 $222.278 $+21.139 $201.139 $+201.139 $
Orion Group Holdings IncORN147.112 $+23.976 $123.136 $-11.100 $134.236 $+56.832 $77.404 $+77.404 $
Whitegate Investment Counselors, Inc.3.936 $-557 $4.493 $-837 $5.330 $+5.330 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0 $+0 $0 $+0 $0 $+0 $0 $+0 $
216.710.686 $+9.986.274 $206.724.412 $+4.954.924 $202.589.467 $+6.435.796 $196.354.810 $+196.354.810 $
Erweiterte Einstellungen ×