Peterson Financial Group, Inc. Last Quarter Change: USA Stocks, Added

Peterson Financial Group, Inc. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Peterson Financial Group, Inc. opened 251 positions, added to 4, reduced 3, sold out of 0 and left 0 unchanged. The largest increase in value was IBM (+$236,614); the largest decrease was MSFT (-$26,624).

AAPL: Country of operation United States; Class COM; Shares 2024-06-30 2,797; Shares 2024-09-30 2,834.
DE: Country of operation United States; Class COM; Shares 2024-06-30 772; Shares 2024-09-30 776.
BRKB: Country of operation —; Class CL B NEW; Shares 2024-06-30 542; Shares 2024-09-30 553.
KO: Country of operation United States; Class COM; Shares 2024-06-30 3,384; Shares 2024-09-30 3,399.

Two Form 13F-HR filings compared (SEC CIK 1903905): 2024-06-30 (filed 2024-08-12) and 2024-09-30 (filed 2024-11-06). 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.

Stock	Country of operation	Class	Shares 2024-06-30	Shares 2024-09-30	Share change	Value 2024-06-30	Value 2024-09-30	Value change
AAPL APPLE INC	United States	COM	2,797	2,834	+37	$589,107	$660,248	+$71,141
DE DEERE & CO	United States	COM	772	776	+4	$288,595	$323,701	+$35,106
BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	542	553	+11	$220,368	$254,390	+$34,022
KO COCA COLA CO	United States	COM	3,384	3,399	+15	$215,423	$244,285	+$28,862

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