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MEANS INVESTMENT CO., INC. Historic Quarter Change: USA Other Stocks, Added

MEANS INVESTMENT CO., INC. historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MEANS INVESTMENT CO., INC. opened 1 positions, added to 8, reduced 8 and sold out of 6.

  • Q4 2024: Stock WALGREENS BOOTS ALLIANCE INC; Country of operation United States; Class COM; Shares before 42,619.
  • Q3 2024: Stock LAM RESEARCH CORP; Country of operation United States; Class COM; Shares before 13,200.
  • Q3 2024: Stock WALGREENS BOOTS ALLIANCE INC; Country of operation United States; Class COM; Shares before 42,611.
  • Q3 2024: Stock BARRICK GOLD CORP; Country of operation —; Class COM; Shares before 20,347.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCOM42,61942,626+7$381,863$397,700+$15,8372025-01-24
Q3 2024LAM RESEARCH CORP
CUSIP 512807108
United StatesCOM13,20013,431+231$14,055,684$10,960,696-$3,094,9882024-10-18
Q3 2024WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCOM42,61142,619+8$515,376$381,863-$133,5132024-10-18
Q3 2024BARRICK GOLD CORP
CUSIP 067901108
COM20,34721,520+1,173$339,383$428,033+$88,6502024-10-18
Q2 2024LAM RESEARCH CORP
CUSIP 512807108
United StatesCOM13,10213,200+98$12,729,593$14,055,684+$1,326,0912024-07-19
Q2 2024WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCOM42,60642,611+5$924,132$515,376-$408,7562024-07-19
Q2 2024BARRICK GOLD CORP
CUSIP 067901108
COM20,17020,347+177$335,626$339,383+$3,7572024-07-19
Q1 2024WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCOM42,60342,606+3$1,112,369$924,132-$188,2372024-04-17

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