Lane & Associates LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Lane & Associates LLC opened 1 positions, added to 24, reduced 17, sold out of 4 and left 1 unchanged. The largest increase in value was PG (+$639,209); the largest decrease was MSFT (-$514,965).
- MO: Country of operation United States; Class COM; Shares 2024-12-31 5,963; Shares 2025-03-31 5,963.
Two Form 13F-HR filings compared (SEC CIK 2018909): 2024-12-31 (filed 2025-02-03) and 2025-03-31 (filed 2025-05-01). 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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