Institutions / Personal Cfo Solutions, LLC / Activity
Activity — Personal Cfo Solutions, LLC
109 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Occidental Petroleum Corp /De Common stock | $210.6K | +4K | 4,317 0.03% of portfolio | low |
| Q2 2026 as of | New | McCormick & Co Inc Common stock | $207.8K | +4K | 4,121 0.03% of portfolio | low |
| Q2 2026 as of | New | Fastenal Co Common stock | $207.2K | +4K | 4,313 0.03% of portfolio | low |
| Q2 2026 as of | New | Nvr Inc Common stock | $204.4K | +30 | 30 0.03% of portfolio | low |
| Q2 2026 as of | New | Caseys General Stores Inc Common stock | $204.3K | +257 | 257 0.03% of portfolio | low |
| Q2 2026 as of | New | Ross Stores, Inc. Common stock | $201.6K | +947 | 947 0.03% of portfolio | low |
| Q2 2026 as of | New | Truist Financial Corp Common stock | $201.2K | +4K | 4,039 0.03% of portfolio | low |
| Q2 2026 as of | New | Lumentum Hldgs Inc Common stock | $200.4K | +234 | 234 0.03% of portfolio | low |
| Q2 2026 as of | New | QXO, Inc. Common stock | $188.7K | +11K | 10,921 0.03% of portfolio | low |