Michael A. Dubis Financial Planning, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 1 quarter from 2024-12-31 to 2025-03-31, Michael A. Dubis Financial Planning, LLC opened 1 positions, added to 1, reduced 0 and sold out of 3.
- Q1 2025: Stock CVX; Country of operation United States; Class COM; Shares before 1,426.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2052271), 1 quarter: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15). 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 2024-12-31.
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