Investments: Portland Financial 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. ($)
35.982.088 $+279.709 $35.702.379 $+4.201.501 $31.500.878 $+1.517.736 $29.983.142 $+29.983.142 $
BANK OF AMERICA CORP /DE/BAC30.535.591 $+266.267 $30.269.324 $+3.304.087 $26.965.237 $+1.456.677 $25.508.560 $+25.508.560 $
BlackRock, Inc.BLK2.087.255 $-6.192 $2.093.447 $+431.283 $1.662.164 $+6.612 $1.655.552 $+1.655.552 $
BERKSHIRE HATHAWAY INCBRK-B1.353.959 $+493 $1.353.466 $+45.628 $1.307.838 $-125.439 $1.433.277 $+1.433.277 $
EXXON MOBIL CORPXOM459.338 $+28.971 $430.367 $+18.894 $411.473 $-42.483 $453.956 $+453.956 $
APPFOLIO INCAPPF406.159 $+25.742 $380.417 $+73.893 $306.524 $-53.771 $360.295 $+360.295 $
MICROSOFT CORPMSFT331.280 $-23.516 $354.796 $+20.536 $334.260 $+35.825 $298.435 $+298.435 $
VERIZON COMMUNICATIONS INCVZ292.238 $-12.116 $304.354 $+11.632 $292.722 $+19.655 $273.067 $+273.067 $
MORGAN STANLEYMS293.861 $+5.240 $288.621 $+67.961 $220.660 $+220.660 $
PFIZER INCPFE222.407 $-5.180 $227.587 $+227.587 $
35.982.088 $+279.709 $35.702.379 $+4.201.501 $31.500.878 $+1.517.736 $29.983.142 $+29.983.142 $
Erweiterte Einstellungen ×