Buffington Mohr McNeal Last Quarter Change: USA Stocks, Added

Buffington Mohr McNeal quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Buffington Mohr McNeal opened 7 positions, added to 6, reduced 56, sold out of 22 and left 9 unchanged. The largest increase in value was IDA (+$2,004,081); the largest decrease was MSFT (-$5,938,714).

IDA: Country of operation United States; Class Stock; Shares 2024-12-31 4,921; Shares 2025-03-31 21,871.
EMR: Country of operation United States; Class Stock; Shares 2024-12-31 2,932; Shares 2025-03-31 6,267.
WFC: Country of operation United States; Class Stock; Shares 2024-12-31 22,802; Shares 2025-03-31 26,611.
MU: Country of operation United States; Class Stock; Shares 2024-12-31 46,050; Shares 2025-03-31 46,983.

Two Form 13F-HR filings compared (SEC CIK 1317829): 2024-12-31 (filed 2025-01-22) and 2025-03-31 (filed 2025-04-28). 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 2024-12-31	Shares 2025-03-31	Share change	Value 2024-12-31	Value 2025-03-31	Value change
IDA IDACORP INC COM	United States	Stock	4,921	21,871	+16,950	$537,767	$2,541,848	+$2,004,081
EMR EMERSON ELEC CO COM	United States	Stock	2,932	6,267	+3,335	$363,363	$687,114	+$323,751
WFC WELLS FARGO CO NEW COM	United States	Stock	22,802	26,611	+3,809	$1,601,605	$1,910,396	+$308,791
MU MICRON TECHNOLOGY INC COM	United States	Stock	46,050	46,983	+933	$3,875,605	$4,082,323	+$206,718
XOMXXXX EXXON MOBIL CORP COM		Stock	8,366	8,539	+173	$899,931	$1,015,543	+$115,612
NFLX NETFLIX INC COM	United States	Stock	227	244	+17	$202,330	$227,537	+$25,207

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