American Planning Services, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, American Planning Services, Inc. opened 2 positions, added to 16, reduced 2, sold out of 0 and left 6 unchanged. The largest increase in value was AAPL (+$616,774); the largest decrease was GOOGL (-$180,122).
- AAPL: Country of operation United States; Class COM; Shares 2024-06-30 23,111; Shares 2024-09-30 23,538.
- META: Country of operation United States; Class CL A; Shares 2024-06-30 6,066; Shares 2024-09-30 6,239.
- MA: Country of operation United States; Class CL A; Shares 2024-06-30 5,756; Shares 2024-09-30 5,947.
- GE: Country of operation United States; Class COM NEW; Shares 2024-06-30 8,222; Shares 2024-09-30 8,712.
Two Form 13F-HR filings compared (SEC CIK 1906656): 2024-06-30 (filed 2024-08-09) and 2024-09-30 (filed 2024-11-14). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-06-30 | Shares 2024-09-30 | Share change | Value 2024-06-30 | Value 2024-09-30 | Value change |
|---|
AAPL
APPLE INC | United States | COM | 23,111 | 23,538 | +427 | $4,867,639 | $5,484,413 | +$616,774 |
|---|
META
META PLATFORMS INC | United States | CL A | 6,066 | 6,239 | +173 | $3,058,599 | $3,571,473 | +$512,874 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 5,756 | 5,947 | +191 | $2,539,317 | $2,936,660 | +$397,343 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 8,222 | 8,712 | +490 | $1,307,051 | $1,642,928 | +$335,877 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 18,199 | 18,784 | +585 | $1,288,658 | $1,587,830 | +$299,172 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 14,292 | 15,845 | +1,553 | $1,645,309 | $1,857,304 | +$211,995 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,221 | 3,305 | +84 | $1,310,303 | $1,521,159 | +$210,856 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 16,587 | 17,131 | +544 | $3,021,322 | $2,841,200 | -$180,122 |
|---|
ORCL
ORACLE CORP | United States | COM | 4,600 | 4,650 | +50 | $649,520 | $792,360 | +$142,840 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 32,485 | 34,055 | +1,570 | $4,013,197 | $4,135,639 | +$122,442 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 9,015 | 9,255 | +240 | $1,486,754 | $1,603,028 | +$116,274 |
|---|
PEP
PEPSICO INC | United States | COM | 1,601 | 2,101 | +500 | $264,117 | $357,341 | +$93,224 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 8,443 | 8,662 | +219 | $3,773,599 | $3,727,294 | -$46,305 |
|---|
MRK
MERCK & CO INC | United States | COM | 2,004 | 2,006 | +2 | $248,095 | $227,848 | -$20,247 |
|---|
AMZN
AMAZON COM INC | United States | COM | 17,010 | 17,554 | +544 | $3,287,183 | $3,270,837 | -$16,346 |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,592 | 2,660 | +68 | $2,346,745 | $2,356,631 | +$9,886 |
|---|
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