Capital Planning LLC Reduced Holdings in Q1 2025

Capital Planning LLC

  • $337 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-650
- 7.49%
$111.1 - $140.22 $72.2K - $91.1K
8.02K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-212
- 8.39%
$442.66 - $534.52 $93.8K - $113K
2.32K $1.23M
WM
Waste Management Inc

Industrials
-44
- 0.75%
$200.54 - $233.78 $8.82K - $10.3K
5.8K $1.34M
ABBV
Abb Vie Inc.

Healthcare
-84
- 1.35%
$169.2 - $216.66 $14.2K - $18.2K
6.16K $1.29M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-292
- 0.25%
$87.68 - $94.52 $25.6K - $27.6K
117K $11M
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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