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Oldfather Financial Services, LLC Historic Quarter Change: USA Stocks, Added

Oldfather Financial Services, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Oldfather Financial Services, LLC opened 28 positions, added to 131, reduced 72 and sold out of 10.

  • Q4 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 2,682.
  • Q4 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 3,472.
  • Q4 2025: Stock WFC; Country of operation United States; Class COM; Shares before 61,762.
  • Q4 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 1,850.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1775530), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). 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 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025MSFT
MICROSOFT CORP
United StatesCOM2,6824,428+1,746$1,388,890$2,141,491+$752,6012026-01-16
Q4 2025AMZN
AMAZON COM INC
United StatesCOM3,4726,336+2,864$762,347$1,462,476+$700,1292026-01-16
Q4 2025WFC
WELLS FARGO CO NEW
United StatesCOM61,76262,200+438$5,176,877$5,797,050+$620,1732026-01-16
Q4 2025GOOGL
ALPHABET INC
United StatesCAP STK CL A1,8503,249+1,399$449,657$1,016,922+$567,2652026-01-16
Q4 2025AAPL
APPLE INC
United StatesCOM12,46513,696+1,231$3,173,957$3,723,475+$549,5182026-01-16
Q4 2025NVDA
NVIDIA CORPORATION
United StatesCOM1,6294,327+2,698$303,939$806,986+$503,0472026-01-16
Q4 2025GOOG
ALPHABET INC
United StatesCAP STK CL C2,0032,754+751$487,748$864,185+$376,4372026-01-16
Q4 2025AXP
AMERICAN EXPRESS CO
United StatesCOM7,5137,688+175$2,495,518$2,844,176+$348,6582026-01-16
Q4 2025JPM
JPMORGAN CHASE & CO.
United StatesCOM5,3846,168+784$1,698,405$1,987,425+$289,0202026-01-16
Q4 2025META
META PLATFORMS INC
United StatesCL A342768+426$251,158$506,949+$255,7912026-01-16
Q4 2025BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW13,58614,079+493$6,830,226$7,076,809+$246,5832026-01-16
Q4 2025V
VISA INC
United StatesCOM CL A5931,273+680$202,438$446,454+$244,0162026-01-16
Q4 2025JNJ
JOHNSON & JOHNSON
United StatesCOM7,6818,046+365$1,424,291$1,665,217+$240,9262026-01-16
Q4 2025BKE
BUCKLE INC
United StatesCOM43,98243,986+4$2,580,004$2,349,757-$230,2472026-01-16
Q4 2025ETN
EATON CORP PLC
SHS4,2374,311+74$1,585,697$1,373,097-$212,6002026-01-16
Q4 2025IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM3,6273,925+298$1,023,394$1,162,624+$139,2302026-01-16
Q4 2025UNP
UNION PAC CORP
United StatesCOM3,3453,951+606$790,754$913,862+$123,1082026-01-16
Q4 2025AMP
AMERIPRISE FINL INC
United StatesCOM503744+241$247,099$364,813+$117,7142026-01-16
Q4 2025XOMXXXX
EXXON MOBIL CORP
COM3,7894,440+651$427,154$534,344+$107,1902026-01-16
Q4 2025MA
MASTERCARD INCORPORATED
United StatesCL A779948+169$443,103$541,194+$98,0912026-01-16
Q4 2025ABBV
ABBVIE INC
United StatesCOM1,5281,856+328$353,793$424,077+$70,2842026-01-16
Q4 2025ABT
ABBOTT LABS
United StatesCOM1,6072,272+665$215,260$284,630+$69,3702026-01-16
Q4 2025BAC
BANK AMERICA CORP
United StatesCOM10,83311,231+398$558,874$617,705+$58,8312026-01-16
Q4 2025ORCL
ORACLE CORP
United StatesCOM1,5191,989+470$427,204$387,676-$39,5282026-01-16
Q4 2025MCD
MCDONALDS CORP
United StatesCOM2,3842,494+110$724,532$762,321+$37,7892026-01-16
Q4 2025DE
DEERE & CO
United StatesCOM1,1911,192+1$544,546$555,113+$10,5672026-01-16
Q4 2025COST
COSTCO WHSL CORP NEW
United StatesCOM226253+27$209,552$218,599+$9,0472026-01-16

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