Blom & Howell Financial Planning, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Blom & Howell Financial Planning, Inc. opened 3 positions, added to 4, reduced 19, sold out of 0 and left 2 unchanged. The largest increase in value was AMD (+$1,563,252); the largest decrease was CVX (-$111,335).
- CVX: Country of operation United States; Class COM; Shares 2026-03-31 2,793; Shares 2026-06-30 2,814.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 2,877; Shares 2026-06-30 2,891.
- BRKB: Country of operation —; Class CL B NEW; Shares 2026-03-31 604; Shares 2026-06-30 702.
- TSLA: Country of operation United States; Class COM; Shares 2026-03-31 1,159; Shares 2026-06-30 1,164.
Two Form 13F-HR filings compared (SEC CIK 2136102): 2026-03-31 (filed 2026-07-10) and 2026-06-30 (filed 2026-08-05). 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.
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