Jentner Corp quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Jentner Corp opened 0 positions, added to 9, reduced 2, sold out of 0 and left 4 unchanged. The largest increase in value was MSFT (+$397,930); the largest decrease was AAPL (-$106,121).
- MSFT: Country of operation United States; Class COM; Shares 2025-03-31 2,160; Shares 2025-06-30 2,430.
- ORCL: Country of operation United States; Class COM; Shares 2025-03-31 2,368; Shares 2025-06-30 2,377.
- SYBT: Country of operation United States; Class COM; Shares 2025-03-31 16,477; Shares 2025-06-30 16,551.
- MCD: Country of operation United States; Class COM; Shares 2025-03-31 4,095; Shares 2025-06-30 4,118.
Two Form 13F-HR filings compared (SEC CIK 1695908): 2025-03-31 (filed 2025-05-15) and 2025-06-30 (filed 2025-07-16). 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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