American Planning Services, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, American Planning Services, Inc. opened 9 positions, added to 35, reduced 7 and sold out of 1.
- Q3 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 23,111.
- Q3 2024: Stock META; Country of operation United States; Class CL A; Shares before 6,066.
- Q3 2024: Stock MA; Country of operation United States; Class CL A; Shares before 5,756.
- Q3 2024: Stock GE; Country of operation United States; Class COM NEW; Shares before 8,222.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1906656), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 23,111 | 23,538 | +427 | $4,867,639 | $5,484,413 | +$616,774 | 2024-11-14 |
|---|
| Q3 2024 | META
META PLATFORMS INC | United States | CL A | 6,066 | 6,239 | +173 | $3,058,599 | $3,571,473 | +$512,874 | 2024-11-14 |
|---|
| Q3 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 5,756 | 5,947 | +191 | $2,539,317 | $2,936,660 | +$397,343 | 2024-11-14 |
|---|
| Q3 2024 | GE
GE AEROSPACE | United States | COM NEW | 8,222 | 8,712 | +490 | $1,307,051 | $1,642,928 | +$335,877 | 2024-11-14 |
|---|
| Q3 2024 | NEE
NEXTERA ENERGY INC | United States | COM | 18,199 | 18,784 | +585 | $1,288,658 | $1,587,830 | +$299,172 | 2024-11-14 |
|---|
| Q3 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 14,292 | 15,845 | +1,553 | $1,645,309 | $1,857,304 | +$211,995 | 2024-11-14 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,221 | 3,305 | +84 | $1,310,303 | $1,521,159 | +$210,856 | 2024-11-14 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 16,587 | 17,131 | +544 | $3,021,322 | $2,841,200 | -$180,122 | 2024-11-14 |
|---|
| Q3 2024 | ORCL
ORACLE CORP | United States | COM | 4,600 | 4,650 | +50 | $649,520 | $792,360 | +$142,840 | 2024-11-14 |
|---|
| Q3 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 32,485 | 34,055 | +1,570 | $4,013,197 | $4,135,639 | +$122,442 | 2024-11-14 |
|---|
| Q3 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 9,015 | 9,255 | +240 | $1,486,754 | $1,603,028 | +$116,274 | 2024-11-14 |
|---|
| Q3 2024 | PEP
PEPSICO INC | United States | COM | 1,601 | 2,101 | +500 | $264,117 | $357,341 | +$93,224 | 2024-11-14 |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 8,443 | 8,662 | +219 | $3,773,599 | $3,727,294 | -$46,305 | 2024-11-14 |
|---|
| Q3 2024 | MRK
MERCK & CO INC | United States | COM | 2,004 | 2,006 | +2 | $248,095 | $227,848 | -$20,247 | 2024-11-14 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 17,010 | 17,554 | +544 | $3,287,183 | $3,270,837 | -$16,346 | 2024-11-14 |
|---|
| Q3 2024 | LLY
ELI LILLY & CO | United States | COM | 2,592 | 2,660 | +68 | $2,346,745 | $2,356,631 | +$9,886 | 2024-11-14 |
|---|
| Q2 2024 | AAPL
APPLE INC | United States | COM | 11,047 | 23,111 | +12,064 | $1,894,340 | $4,867,639 | +$2,973,299 | 2024-08-09 |
|---|
| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 3,735 | 17,010 | +13,275 | $673,719 | $3,287,183 | +$2,613,464 | 2024-08-09 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,764 | 16,587 | +13,823 | $417,171 | $3,021,322 | +$2,604,151 | 2024-08-09 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 2,885 | 8,443 | +5,558 | $1,213,777 | $3,773,599 | +$2,559,822 | 2024-08-09 |
|---|
| Q2 2024 | META
META PLATFORMS INC | United States | CL A | 1,092 | 6,066 | +4,974 | $530,253 | $3,058,599 | +$2,528,346 | 2024-08-09 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 1,717 | 32,485 | +30,768 | $1,551,413 | $4,013,197 | +$2,461,784 | 2024-08-09 |
|---|
| Q2 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,279 | 9,015 | +7,736 | $207,518 | $1,486,754 | +$1,279,236 | 2024-08-09 |
|---|
| Q2 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,213 | 14,292 | +11,079 | $373,536 | $1,645,309 | +$1,271,773 | 2024-08-09 |
|---|
| Q2 2024 | MRK
MERCK & CO INC | United States | COM | 1,609 | 2,004 | +395 | $212,308 | $248,095 | +$35,787 | 2024-08-09 |
|---|
| Q2 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 1,653 | 1,703 | +50 | $261,488 | $248,910 | -$12,578 | 2024-08-09 |
|---|
| Q2 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,274 | 1,391 | +117 | $243,207 | $240,527 | -$2,680 | 2024-08-09 |
|---|
| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 1,403 | 1,717 | +314 | $694,794 | $1,551,413 | +$856,619 | 2024-05-07 |
|---|
| Q1 2024 | META
META PLATFORMS INC | United States | CL A | 1,022 | 1,092 | +70 | $361,747 | $530,253 | +$168,506 | 2024-05-07 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 3,398 | 3,735 | +337 | $516,292 | $673,719 | +$157,427 | 2024-05-07 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 2,884 | 2,885 | +1 | $1,084,499 | $1,213,777 | +$129,278 | 2024-05-07 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 10,487 | 11,047 | +560 | $2,019,062 | $1,894,340 | -$124,722 | 2024-05-07 |
|---|
| Q1 2024 | JPM
JPMORGAN CHASE & CO | United States | COM | 2,069 | 2,269 | +200 | $351,978 | $454,529 | +$102,551 | 2024-05-07 |
|---|
| Q1 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,482 | 2,764 | +282 | $346,711 | $417,171 | +$70,460 | 2024-05-07 |
|---|
| Q1 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,273 | 1,274 | +1 | $208,143 | $243,207 | +$35,064 | 2024-05-07 |
|---|
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