CAPITAL & PLANNING, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, CAPITAL & PLANNING, LLC opened 129 positions, added to 0, reduced 0, sold out of 8 and left 0 unchanged. The largest increase in value was GOOGL (+$21,082,700); the largest decrease was GOOGL (-$6,258,435).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-12-31 19,995; Shares 2026-03-31 0.
- AMZN: Country of operation United States; Class COM; Shares 2025-12-31 16,800; Shares 2026-03-31 0.
- V: Country of operation United States; Class COM CL A; Shares 2025-12-31 9,990; Shares 2026-03-31 0.
- MSFT: Country of operation United States; Class COM; Shares 2025-12-31 6,225; Shares 2026-03-31 0.
Two Form 13F-HR filings compared (SEC CIK 2053750): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-18). 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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