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American Planning Services, Inc. Historic Quarter Change: USA Stocks, Reduced

American Planning Services, Inc. historic quarter change: USA Stocks, Reduced

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 IBM; Country of operation United States; Class COM; Shares before 1,391.
  • Q3 2024: Stock JNJ; Country of operation United States; Class COM; Shares before 1,703.
  • Q2 2024: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 3,327.
  • Q2 2024: Stock JPM; Country of operation United States; Class COM; Shares before 2,269.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM1,3911,276-115$240,527$282,027+$41,5002024-11-14
Q3 2024JNJ
JOHNSON & JOHNSON
United StatesCOM1,7031,550-153$248,910$251,193+$2,2832024-11-14
Q2 2024BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW3,3273,221-106$1,399,070$1,310,303-$88,7672024-08-09
Q2 2024JPM
JPMORGAN CHASE & CO.
United StatesCOM2,2692,069-200$454,529$418,525-$36,0042024-08-09
Q1 2024BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW3,4663,327-139$1,236,184$1,399,070+$162,8862024-05-07
Q1 2024XOMXXXX
EXXON MOBIL CORP
COM3,3573,213-144$335,585$373,536+$37,9512024-05-07
Q1 2024MAR
MARRIOTT INTL INC NEW
United StatesCL A1,6241,444-180$366,228$364,336-$1,8922024-05-07

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