Investments: Fee-Only Financial Planning, L.C.

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. ($)
16.079.763 $+121.475 $16.183.280 $+1.019.177 $15.406.988 $+1.174.415 $14.436.833 $+14.436.833 $
BANK OF AMERICA CORP /DE/BAC11.420.861 $+173.998 $11.246.863 $+522.978 $10.723.885 $+736.042 $9.987.843 $+9.987.843 $
EXXON MOBIL CORPXOM693.519 $+30.436 $663.083 $+14.450 $648.633 $-90.755 $739.388 $+739.388 $
AT&T INC.T630.365 $-86.281 $716.646 $-20.658 $737.304 $+16.814 $720.490 $+720.490 $
APPFOLIO INCAPPF701.943 $+44.488 $657.455 $+127.706 $529.749 $+271.856 $257.893 $+257.893 $
MICROSOFT CORPMSFT560.516 $-74.491 $635.007 $+25.182 $609.825 $+149.597 $460.228 $+460.228 $
GENERAL ELECTRIC COGE511.946 $-38.254 $550.200 $+79.434 $470.766 $+104.692 $366.074 $+366.074 $
SOUTHERN COSO492.680 $-42.771 $535.451 $+16.611 $518.840 $-678 $519.518 $+519.518 $
AUTOZONE INCAZO352.716 $-93.469 $446.185 $+48.976 $397.209 $-10.758 $407.967 $+407.967 $
COMCAST CORPCMCSA238.193 $-12.193 $250.386 $-34.028 $284.414 $-9.642 $294.056 $+294.056 $
BERKSHIRE HATHAWAY INCBRK-B242.885 $-23.405 $266.290 $+266.290 $
BlackRock, Inc.BLK259.726 $+2.714 $257.012 $+13.534 $243.478 $+30.652 $212.826 $+212.826 $
ORACLE CORPORCL224.992 $+224.992 $
JOHNSON & JOHNSONJNJ217.298 $+217.298 $
CONSOLIDATED EDISON INCED204.260 $+204.260 $
16.079.763 $+121.475 $16.183.280 $+1.019.177 $15.406.988 $+1.174.415 $14.436.833 $+14.436.833 $
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