Investments: Summit Financial Consulting 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. ($)
134.453.308 $+12.042.723 $122.410.585 $+13.730.023 $108.680.562 $+3.521.433 $105.159.129 $+105.159.129 $
BANK OF AMERICA CORP /DE/BAC108.251.760 $+10.101.708 $98.150.052 $-6.506.274 $104.656.326 $+20.945.755 $83.710.571 $+83.710.571 $
BlackRock, Inc.BLK22.698.135 $+1.750.385 $20.947.750 $+19.949.803 $997.947 $-17.647.963 $18.645.910 $+18.645.910 $
MICROSOFT CORPMSFT1.068.312 $-48.797 $1.117.109 $+43.763 $1.073.346 $+232.528 $840.818 $+840.818 $
APPFOLIO INCAPPF916.201 $+37.020 $879.181 $+189.117 $690.064 $-160.235 $850.299 $+850.299 $
BERKSHIRE HATHAWAY INCBRK-B561.963 $-100 $562.063 $-5.316 $567.379 $-54.674 $622.053 $+622.053 $
AMAZON COM INCAMZN480.798 $+251.567 $229.231 $+9.183 $220.048 $+220.048 $
DTE ENERGY CODTE302.675 $-28.832 $331.507 $+21.407 $310.100 $-28.417 $338.517 $+338.517 $
FORD MOTOR COF173.464 $-20.228 $193.692 $+28.340 $165.352 $+14.391 $150.961 $+150.961 $
134.453.308 $+12.042.723 $122.410.585 $+13.730.023 $108.680.562 $+3.521.433 $105.159.129 $+105.159.129 $
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