Financial Concepts Unlimited, Inc. quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Financial Concepts Unlimited, Inc. opened 2 positions, added to 4, reduced 7, sold out of 2 and left 3 unchanged. The largest increase in value was CSCO (+$219,764); the largest decrease was TSLA (-$357,193).
- CAT: Country of operation United States; Class COM; Shares 2026-03-31 456; Shares 2026-06-30 0.
- AXP: Country of operation United States; Class COM; Shares 2026-03-31 762; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2112099): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-06). 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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