Investments: Lee-Kelleher Wealth Management

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. ($)
137.954.340 $+5.399.219 $132.756.208 $+10.569.744 $122.186.464 $+12.163.749 $110.022.715 $+110.022.715 $
BANK OF AMERICA CORP /DE/BAC136.072.922 $+4.748.295 $131.324.627 $+10.293.991 $121.030.636 $+11.911.601 $109.119.035 $+109.119.035 $
APPFOLIO INCAPPF423.014 $+26.810 $396.204 $+22.056 $374.148 $+88.711 $285.437 $+285.437 $
CHEVRON CORPCVX305.582 $-5.774 $311.356 $+24.260 $287.096 $-119.251 $406.347 $+406.347 $
MICROSOFT CORPMSFT249.548 $-17.714 $267.262 $+7.614 $259.648 $+259.648 $
CSX CORPCSX261.000 $+5.328 $255.672 $+20.736 $234.936 $+23.040 $211.896 $+211.896 $
INCYTE CORPINCY229.541 $+229.541 $
ISHARES GOLD TRUSTIAU208.688 $+208.688 $
AMAZON COM INCAMZN204.045 $+204.045 $
ORACLE CORPORCL201.087 $+201.087 $
137.954.340 $+5.399.219 $132.756.208 $+10.569.744 $122.186.464 $+12.163.749 $110.022.715 $+110.022.715 $
Erweiterte Einstellungen ×