Michael A. Dubis Financial Planning, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Michael A. Dubis Financial Planning, LLC opened 1 positions, added to 1, reduced 0, sold out of 3 and left 7 unchanged. The largest increase in value was AAPL (+$2,181,520); the largest decrease was MSFT (-$213).
- CVX: Country of operation United States; Class COM; Shares 2024-12-31 1,426; Shares 2025-03-31 1,427.
Two Form 13F-HR filings compared (SEC CIK 2052271): 2024-12-31 (filed 2025-02-12) and 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; share change is the position change.
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