Investments: Wealth Forward, LLC

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. ($)
155.321.316 $+4.447.947 $151.095.976 $+17.222.693 $133.873.283 $+7.697.843 $126.175.440 $+126.175.440 $
BANK OF AMERICA CORP /DE/BAC135.707.447 $+3.173.206 $132.534.241 $+10.331.550 $122.202.691 $+7.524.604 $114.678.087 $+114.678.087 $
BlackRock, Inc.BLK11.010.522 $+93.866 $10.916.656 $+5.471.164 $5.445.492 $+109.754 $5.335.738 $+5.335.738 $
APPFOLIO INCAPPF3.638.031 $+294.739 $3.343.292 $+703.575 $2.639.717 $-109.142 $2.748.859 $+2.748.859 $
MICROSOFT CORPMSFT1.563.060 $+293.565 $1.269.495 $+79.193 $1.190.302 $+378.709 $811.593 $+811.593 $
BERKSHIRE HATHAWAY INCBRK-B1.206.360 $+4.811 $1.201.549 $-26.478 $1.228.027 $-180.647 $1.408.674 $+1.408.674 $
NVIDIA CORPNVDA537.307 $+160.229 $377.078 $+156.682 $220.396 $+220.396 $
UNITEDHEALTH GROUP INCUNH338.363 $-11.081 $349.444 $+33.730 $315.714 $-214.321 $530.035 $+530.035 $
Otter Tail CorpOTTR342.473 $-4.916 $347.389 $+20.682 $326.707 $-13.901 $340.608 $+340.608 $
TARGET CORPTGT338.117 $+28.293 $309.824 $+5.587 $304.237 $-17.609 $321.846 $+321.846 $
ALPHA PRO TECH LTDAPT333.569 $+333.569 $
AMAZON COM INCAMZN306.067 $+81.666 $224.401 $+224.401 $
GENERAL ELECTRIC COGE222.607 $+222.607 $
155.321.316 $+4.447.947 $151.095.976 $+17.222.693 $133.873.283 $+7.697.843 $126.175.440 $+126.175.440 $
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