Investments: Cascade Wealth Advisors, 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. ($)
121.937.628 $-3.006.330 $125.143.994 $+17.274.528 $107.869.466 $+3.341.941 $104.527.525 $+104.527.525 $
BANK OF AMERICA CORP /DE/BAC113.673.411 $-3.009.290 $116.682.701 $+15.889.260 $100.793.441 $+552.144 $100.241.297 $+100.241.297 $
MICROSOFT CORPMSFT3.690.466 $-186.734 $3.877.200 $+410.620 $3.466.580 $+1.954.518 $1.512.062 $+1.512.062 $
BlackRock, Inc.BLK1.570.725 $-19.410 $1.590.135 $+486.977 $1.103.158 $-621.715 $1.724.873 $+1.724.873 $
APPFOLIO INCAPPF721.816 $-28.277 $750.093 $+7.384 $742.709 $+742.709 $
NVIDIA CORPNVDA725.570 $+334.817 $390.753 $+32.097 $358.656 $+358.656 $
BERKSHIRE HATHAWAY INCBRK-B438.452 $-21.751 $460.203 $+17.608 $442.595 $-43.321 $485.916 $+485.916 $
JPMORGAN CHASE & COJPM368.142 $-19.731 $387.873 $-52.197 $440.070 $+97.835 $342.235 $+342.235 $
Eaton Corp plcETN277.161 $-25.736 $302.897 $+13.351 $289.546 $+68.404 $221.142 $+221.142 $
AMAZON COM INCAMZN266.096 $+6.518 $259.578 $+26.867 $232.711 $+232.711 $
Palo Alto Networks IncPANW205.789 $-36.736 $242.525 $+242.525 $
NATIONAL BANKSHARES INCNKSH200.036 $+200.036 $
121.937.628 $-3.006.330 $125.143.994 $+17.274.528 $107.869.466 $+3.341.941 $104.527.525 $+104.527.525 $
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