Advertisement
Screener

Midwest Professional Planners, LTD. Historic Quarter Change: USA Stocks, Sold Out

Add as a preferred source on Google

Midwest Professional Planners, LTD. historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Midwest Professional Planners, LTD. opened 65 positions, added to 665, reduced 350 and sold out of 63.

  • Q2 2026: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 7,458.
  • Q2 2026: Stock ABT; Country of operation United States; Class COM; Shares before 14,281.
  • Q2 2026: Stock AMT; Country of operation United States; Class COM; Shares before 7,595.
  • Q2 2026: Stock EA; Country of operation United States; Class COM; Shares before 6,101.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730575), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026GLD
SPDR GOLD TR GOLD SHS		United StatesGOLD SHS7,4580-7,458$3,209,103$0-$3,209,1032026-08-05
Q2 2026ABT
ABBOTT LABORATORIES		United StatesCOM14,2810-14,281$1,466,236$0-$1,466,2362026-08-05
Q2 2026AMT
AMERICAN TOWER CORP NEW COM		United StatesCOM7,5950-7,595$1,310,756$0-$1,310,7562026-08-05
Q2 2026EA
ELECTRONIC ARTS INC		United StatesCOM6,1010-6,101$1,243,763$0-$1,243,7632026-08-05
Q2 2026NKE
NIKE INC CLASS B COM NPV		United StatesCL B17,9040-17,904$945,665$0-$945,6652026-08-05
Q2 2026SNPS
SYNOPSYS INC		United StatesCOM1,7760-1,776$704,148$0-$704,1482026-08-05
Q2 2026EOG
EOG RESOURCES INC		United StatesCOM4,3200-4,320$624,511$0-$624,5112026-08-05
Q2 2026BXP
BXP INC COM		United StatesCOM11,3660-11,366$589,911$0-$589,9112026-08-05
Q2 2026NOG
NORTHERN OIL &GAS INC COM		United StatesCOM19,8220-19,822$579,387$0-$579,3872026-08-05
Q2 2026NIC
NICOLET BANKSHARES INC		United StatesCOM3,8100-3,810$566,242$0-$566,2422026-08-05
Q2 2026ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A		United StatesCL A2,3540-2,354$492,174$0-$492,1742026-08-05
Q2 2026PEP
PEPSICO INC		United StatesCOM3,1410-3,141$487,799$0-$487,7992026-08-05
Q2 2026ABR
ARBOR REALTY TRUST INC COM		United StatesCOM39,5770-39,577$305,137$0-$305,1372026-08-05
Q1 2026DELL
DELL TECHNOLOGIES INC		United StatesCL C5,7730-5,773$726,661$0-$726,6612026-05-05
Q1 2026GPC
GENUINE PARTS CO		United StatesCOM5,2210-5,221$641,938$0-$641,9382026-05-05
Q1 2026MANH
MANHATTAN ASSOCIATES INC		United StatesCOM3,0360-3,036$526,169$0-$526,1692026-05-05
Q1 2026PYPL
PAYPAL HLDGS INC		United StatesCOM8,8690-8,869$517,747$0-$517,7472026-05-05
Q1 2026TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM8080-808$468,381$0-$468,3812026-05-05
Q1 2026CNI
CANADIAN NATL RY CO		COM2,0390-2,039$201,555$0-$201,5552026-05-05
Q4 2025TROW
PRICE T ROWE GROUP INC		United StatesCOM7,5040-7,504$770,220$0-$770,2202026-02-06
Q4 2025PNC
PNC FINL SVCS GROUP INC		United StatesCOM3,4400-3,440$691,188$0-$691,1882026-02-06
Q4 2025UHT
UNIVERSAL HEALTH RLTY INCOME		United StatesSH BEN INT12,5860-12,586$492,977$0-$492,9772026-02-06
Q4 2025TXN
TEXAS INSTRS INC		United StatesCOM2,6420-2,642$485,393$0-$485,3932026-02-06
Q4 2025ES
EVERSOURCE ENERGY		United StatesCOM5,6370-5,637$401,048$0-$401,0482026-02-06
Q4 2025CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM9,8690-9,869$386,766$0-$386,7662026-02-06
Q4 2025INSW
INTERNATIONAL SEAWAYS INC		United StatesCOM6,5860-6,586$303,467$0-$303,4672026-02-06
Q4 2025OXY
OCCIDENTAL PETE CORP		United StatesCOM5,5700-5,570$263,205$0-$263,2052026-02-06
Q4 2025MELI
MERCADOLIBRE INC		COM870-87$203,314$0-$203,3142026-02-06
Q3 2025NMFC
NEW MTN FIN CORP		United StatesCOM150,0650-150,065$1,583,185$0-$1,583,1852025-11-04
Q3 2025ZTS
ZOETIS INC		United StatesCL A3,1060-3,106$484,318$0-$484,3182025-11-04
Q3 2025MRVL
MARVELL TECHNOLOGY INC		United StatesCOM4,8320-4,832$374,011$0-$374,0112025-11-04
Q3 2025KMB
KIMBERLY-CLARK CORP		United StatesCOM2,4790-2,479$319,565$0-$319,5652025-11-04
Q3 2025EXAS
EXACT SCIENCES CORP		United StatesCOM4,3440-4,344$230,840$0-$230,8402025-11-04
Q3 2025CTAS
CINTAS CORP		United StatesCOM8990-899$200,384$0-$200,3842025-11-04
Q2 2025FISV
FISERV INC		United StatesCOM12,7460-12,746$2,814,798$0-$2,814,7982025-08-11
Q2 2025DBP
INVESCO DB MULTI-SECTOR COMM		United StatesPRECIOUS METAL19,4160-19,416$1,387,273$0-$1,387,2732025-08-11
Q2 2025DBA
INVESCO DB MULTI-SECTOR COMM		United StatesAGRICULTURE FD47,6060-47,606$1,253,942$0-$1,253,9422025-08-11
Q2 2025SHOP
SHOPIFY INC		CL A12,4440-12,444$1,188,153$0-$1,188,1532025-08-11
Q2 2025UNH
UNITEDHEALTH GROUP INC		United StatesCOM3880-388$203,215$0-$203,2152025-08-11
Q1 2025EXAS
EXACT SCIENCES CORP		United StatesCOM4,3970-4,397$247,067$0-$247,0672025-05-02
Q1 2025AMAL
AMALGAMATED FINANCIAL CORP		United StatesCOM6,2760-6,276$210,072$0-$210,0722025-05-02
Q4 2024SWKS
SKYWORKS SOLUTIONS INC		United StatesCOM10,3390-10,339$1,021,156$0-$1,021,1562025-02-10
Q4 2024MPC
MARATHON PETE CORP		United StatesCOM5,2230-5,223$850,959$0-$850,9592025-02-10
Q4 2024VLO
VALERO ENERGY CORP		United StatesCOM5,0660-5,066$684,127$0-$684,1272025-02-10
Q4 2024INTC
INTEL CORP		United StatesCOM28,8300-28,830$676,360$0-$676,3602025-02-10
Q4 2024ADBE
ADOBE INC		United StatesCOM1,1500-1,150$595,447$0-$595,4472025-02-10
Q4 2024APA
APA CORPORATION		United StatesCOM19,6930-19,693$481,690$0-$481,6902025-02-10
Q4 2024MCHP
MICROCHIP TECHNOLOGY INC.		United StatesCOM5,7760-5,776$463,718$0-$463,7182025-02-10
Q4 2024IONS
IONIS PHARMACEUTICALS INC		United StatesCOM11,1060-11,106$444,906$0-$444,9062025-02-10
Q4 2024WLK
WESTLAKE CORPORATION		United StatesCOM2,6000-2,600$390,775$0-$390,7752025-02-10
Q4 2024VVV
VALVOLINE INC		United StatesCOM8,6280-8,628$361,082$0-$361,0822025-02-10
Q4 2024ALGN
ALIGN TECHNOLOGY INC		United StatesCOM1,3980-1,398$355,539$0-$355,5392025-02-10
Q4 2024KLAC
KLA CORP		United StatesCOM NEW3040-304$235,421$0-$235,4212025-02-10
Q4 2024CTVA
CORTEVA INC		United StatesCOM3,8530-3,853$226,526$0-$226,5262025-02-10
Q4 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM3790-379$221,594$0-$221,5942025-02-10
Q4 2024CTAS
CINTAS CORP		United StatesCOM1,0170-1,017$209,380$0-$209,3802025-02-10
Q4 2024XTNT
XTANT MED HLDGS INC		United StatesCOM NEW35,7440-35,744$24,163$0-$24,1632025-02-10
Q3 2024MRNA
MODERNA INC		United StatesCOM4,7760-4,776$567,150$0-$567,1502024-11-14
Q2 2024CMCSA
COMCAST CORP NEW		United StatesCL A7,0550-7,055$305,824$0-$305,8242024-08-06
Q2 2024BA
BOEING CO		United StatesCOM1,3700-1,370$264,396$0-$264,3962024-08-06
Q2 2024EXAS
EXACT SCIENCES CORP		United StatesCOM3,0880-3,088$213,257$0-$213,2572024-08-06
Q1 2024KIM
KIMCO RLTY CORP		United StatesCOM15,8620-15,862$338,020$0-$338,0202024-05-09
Q1 2024DOC
HEALTHPEAK PROPERTIES INC		United StatesCOM14,5520-14,552$288,120$0-$288,1202024-05-09

Similar Firms

Firm NameCountry13F ValueHoldings
CYPRESS POINT INVESTMENT MANAGEMENT LPUnited States$0.424B32
OnyxPoint Global Management LPUnited States$0.424B29
Dunhill Financial, LLCUnited Kingdom$0.424B1,857
Atlas Private Wealth AdvisorsUnited States$0.425B132
MCDONALD PARTNERS LLCUnited States$0.424B208
AMJ Financial Wealth ManagementUnited States$0.424B86
All Terrain Financial Advisors, LLCUnited States$0.425B150
SECTOR GAMMA ASNorway$0.423B42
Farmers & Merchants Trust Co of Long BeachUnited States$0.426B302
Total Clarity Wealth Management, Inc.United States$0.426B311
Advertisement