Institutions / Lederer & Associates Investment COUNSEL/CA / Activity
Activity — Lederer & Associates Investment COUNSEL/CA
65 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $217 | +3K +11.92% | 26,240 1.44% of portfolio | low |
| Q1 2026 as of | New | 92189F106 Common stock | $221 | +2K | 2,405 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Union Pacific Corp Common stock | $-225 | -926 -11.88% | 6,866 1.18% of portfolio | low |
| Q1 2026 as of | Exit | Morgan Stanley Common stock | $-226 | -1K -100.00% | 0 | low |
| Q1 2026 as of | New | 46138E636 Common stock | $239 | +10K | 10,330 0.17% of portfolio | low |
| Q1 2026 as of | New | 92203J407 Common stock | $248 | +5K | 5,165 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-261 | -741 -11.16% | 5,899 1.47% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $302 | +2K +29.63% | 9,162 0.94% of portfolio | low |
| Q1 2026 as of | New | EchoStar CORP Common stock | $411 | +4K | 3,510 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-464 | -2K -14.31% | 11,359 1.97% of portfolio | low |
| Q1 2026 as of | New | International Business Machines Corp Common stock | $614 | +3K | 2,533 0.43% of portfolio | low |
| Q1 2026 as of | Exit | Fiserv Inc Common stock | $-635 | -9K -100.00% | 0 | low |
| Q1 2026 as of | Exit | PayPal Holdings, Inc. Common stock | $-760 | -13K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-825 | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Flutter Entertainment plc Common stock | $-1.1K | -5K -100.00% | 0 | low |