Investments: Tumwater Wealth Management, 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. ($)
13.236.358 $+8.839 $13.091.499 $+398.504 $13.152.358 $+1.542.816 $11.609.542 $+11.609.542 $
BANK OF AMERICA CORP /DE/BAC3.434.212 $-70.680 $3.504.892 $-556.340 $4.061.232 $+576.998 $3.484.234 $+3.484.234 $
CHEVRON CORPCVX2.267.726 $-41.922 $2.309.648 $+180.779 $2.128.869 $-315.463 $2.444.332 $+2.444.332 $
MICROSOFT CORPMSFT1.172.779 $-156.799 $1.329.578 $-57.816 $1.387.394 $+326.974 $1.060.420 $+1.060.420 $
APPFOLIO INCAPPF1.193.901 $-389 $1.194.290 $+221.795 $972.495 $-169.218 $1.141.713 $+1.141.713 $
CATERPILLAR INCCAT784.529 $+131.472 $653.057 $+122.158 $530.899 $+96.702 $434.197 $+434.197 $
RTX CorpRTX518.128 $+47.214 $470.914 $-268.467 $739.381 $+71.876 $667.505 $+667.505 $
IDACORP INCIDA631.281 $-27.883 $659.164 $+83.299 $575.865 $-3.840 $579.705 $+579.705 $
ORACLE CORPORCL404.828 $-179.307 $584.135 $+130.040 $454.095 $+163.710 $290.385 $+290.385 $
ALPHA PRO TECH LTDAPT429.123 $+95.833 $333.290 $-107.285 $440.575 $+53.975 $386.600 $+386.600 $
JPMORGAN CHASE & COJPM427.586 $+9.010 $418.576 $+33.865 $384.711 $+59.198 $325.513 $+325.513 $
MICRON TECHNOLOGY INCMU362.471 $+143.282 $219.189 $+219.189 $
Walmart Inc.WMT360.968 $+27.054 $333.914 $+17.107 $316.807 $+32.367 $284.440 $+284.440 $
AppLovin CorpAPP323.343 $+323.343 $
EXXON MOBIL CORPXOM302.955 $+19.738 $283.217 $+7.330 $275.887 $-27.787 $303.674 $+303.674 $
NVIDIA CORPNVDA231.633 $-29.952 $261.585 $+40.083 $221.502 $+221.502 $
FREEPORT-MCMORAN INCFCX258.267 $+37.832 $220.435 $+220.435 $
AMAZON COM INCAMZN233.372 $-5.556 $238.928 $+32.104 $206.824 $+206.824 $
SCHWAB CHARLES CORPSCHW222.599 $+9.892 $212.707 $+9.424 $203.283 $+203.283 $
13.236.358 $+8.839 $13.091.499 $+398.504 $13.152.358 $+1.542.816 $11.609.542 $+11.609.542 $
Erweiterte Einstellungen ×