MEANS INVESTMENT CO., INC. historic quarter change: USA Options, Sold out
In put and call options, at their filed underlying value (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MEANS INVESTMENT CO., INC. opened 32 positions, added to 2, reduced 4 and sold out of 22.
- Q2 2026: Stock RSP; Country of operation —; Class S&P500 EQL WGT · Call; Shares before 2,500.
- Q2 2026: Stock PFE; Country of operation United States; Class COM · Call; Shares before 8,500.
- Q2 2026: Stock XLE; Country of operation —; Class STATE STREET ENE · Call; Shares before 3,700.
- Q2 2026: Stock CRM; Country of operation United States; Class COM · Call; Shares before 1,100.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 701516), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
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