Asset Planning,Inc Purchases and Sells in Q1 2025

Asset Planning,Inc

$127 Billion
Q1 2025

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	639 + 7.13%	$146.71 - $167.97 $93.7K - $107K	9.6K $1.61B
SNA	810 + 405.0%	$324.09 - $358.62 $263K - $290K	1.01K $340M
O	729 + 2.0%	$51.67 - $58.49 $37.7K - $42.6K	37.2K $2.16B
ED	11 + 0.13%	$88.0 - $110.59 $968 - $1.22K	8.73K $966M
SO	4 + 0.03%	$80.96 - $92.96 $324 - $372	12.9K $1.18B
CB	14 + 0.32%	$257.71 - $301.99 $3.61K - $4.23K	4.44K $1.34B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
C	8.07K New	$67.23 - $84.63 $543K - $683K	8.07K $573M
BACPRP	15.8K New	N/A	15.8K $275M
Viking Hldgs Ltd	6.14K New	N/A	6.14K $244M
PNFPP	4.32K New	$24.1 - $25.25 $104K - $109K	4.32K $104M
BACPRO	4.16K New	N/A	4.16K $76.9M
WFCPRD	2.14K New	N/A	2.14K $37.7M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-1.09K - 1.66%	$190.26 - $242.06 $207K - $264K	64.5K $12.3B
GIS	-29.2K - 96.13%	$57.56 - $65.3 $1.68M - $1.91M	1.18K $70.3M
ALL	-190 - 0.57%	$180.99 - $210.18 $34.4K - $39.9K	33.3K $5.15B
AAPL	-157 - 0.49%	$209.68 - $247.1 $32.9K - $38.8K	32.2K $7.15B
NVDA	-735 - 2.92%	$106.98 - $149.43 $78.6K - $110K	24.4K $2.64B
PFE	-19.5K - 68.75%	$25.01 - $27.13 $489K - $530K	8.88K $225M

Activity Summary All Purchases 91 New Holdings 17 Increased Positions 74 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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