Institutions / Personal Cfo Solutions, LLC / Activity
Activity — Personal Cfo Solutions, LLC
611 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 45783Y855 Common stock | $19.33M | +564K | 563,980 2.79% of portfolio | medium |
| Q2 2026 as of | Exit | 464287655 Common stock | $-14.56M | -59K -100.00% | 0 | medium |
| Q2 2026 as of | Add | 464287465 Common stock | $13.40M | +129K +1493.49% | 137,598 2.07% of portfolio | medium |
| Q2 2026 as of | Exit | 316092501 Common stock | $-9.05M | -116K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-7.61M | -22K -36.85% | 36,890 1.88% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $7.45M | +60K +327.18% | 78,298 1.41% of portfolio | medium |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $6.31M | +18K +45.61% | 56,356 2.91% of portfolio | medium |
| Q2 2026 as of | Exit | 808524797 Common stock | $-4.82M | -176K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-3.75M | -31K -100.00% | 0 | low |
| Q2 2026 as of | Add | Linde PLC Common stock | $2.82M | +5K +176.72% | 8,498 0.64% of portfolio | low |
| Q2 2026 as of | Add | Chubb Ltd Common stock | $2.51M | +7K +3.81% | 200,378 9.90% of portfolio | low |
| Q2 2026 as of | Exit | 464287515 Common stock | $-2.15M | -20K -100.00% | 0 | low |
| Q2 2026 as of | New | G0593M107 Common stock | $2.11M | +11K | 11,123 0.30% of portfolio | low |
| Q2 2026 as of | Add | 46434V456 Common stock | $2.11M | +43K +35.30% | 163,109 1.17% of portfolio | low |
| Q2 2026 as of | Exit | 33734X192 Common stock | $-2.00M | -15K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 046353108 Common stock | $-1.85M | -20K -100.00% | 0 | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $1.83M | +6K +4.50% | 147,071 6.15% of portfolio | low |
| Q2 2026 as of | Add | 66987V109 Common stock | $1.69M | +11K +346.80% | 13,900 0.31% of portfolio | low |
| Q2 2026 as of | Exit | Omnicom Group Inc. Common stock | $-1.37M | -17K -100.00% | 0 | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $1.27M | +3K +30.56% | 12,910 0.78% of portfolio | low |
| Q2 2026 as of | Add | Kla Corp Common stock | $1.22M | +4K +951.06% | 4,467 0.19% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $1.19M | +14K +510.85% | 16,493 0.21% of portfolio | low |
| Q2 2026 as of | New | Loews Corp Common stock | $1.18M | +10K | 10,419 0.17% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $1.17M | +6K +6.63% | 94,496 2.73% of portfolio | low |
| Q2 2026 as of | Exit | 46428Q109 Common stock | $-1.10M | -17K -100.00% | 0 | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $1.05M | +2K +28.01% | 8,533 0.69% of portfolio | low |
| Q2 2026 as of | Exit | Ralph Lauren Corp Common stock | $-1.03M | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | N07059210 Common stock | $-984.9K | -495 -22.84% | 1,672 0.48% of portfolio | low |
| Q2 2026 as of | Add | NetApp Inc Common stock | $934.2K | +6K +268.19% | 8,288 0.19% of portfolio | low |
| Q2 2026 as of | New | 636274409 Common stock | $894.4K | +11K | 10,512 0.13% of portfolio | low |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $883.7K | +2K +11.36% | 18,102 1.25% of portfolio | low |
| Q2 2026 as of | Exit | MercadoLibre, Inc. Common stock | $-876.2K | -435 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Boston Scientific Corp Common stock | $-865.6K | -9K -100.00% | 0 | low |
| Q2 2026 as of | Add | Allstate Corp Common stock | $856.2K | +4K +292.89% | 4,805 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Altria Group, Inc. Common stock | $-831.2K | -11K -24.08% | 35,907 0.38% of portfolio | low |
| Q2 2026 as of | Exit | Borgwarner Inc Common stock | $-829.1K | -18K -100.00% | 0 | low |
| Q2 2026 as of | Add | Cardinal Health Inc Common stock | $827.4K | +3K +171.24% | 5,517 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Corning Inc /Ny Common stock | $-813.8K | -3K -29.22% | 7,719 0.28% of portfolio | low |
| Q2 2026 as of | Add | TEVA Teva Pharmaceutical Industries Ltd ADR | $788.5K | +23K +257.40% | 32,316 0.16% of portfolio | low |
| Q2 2026 as of | New | 81369Y308 Common stock | $780.3K | +9K | 9,393 0.11% of portfolio | low |
| Q2 2026 as of | New | 81369Y605 Common stock | $771.4K | +14K | 14,389 0.11% of portfolio | low |
| Q2 2026 as of | Exit | Slb LIMITED/NV Common stock | $-766.9K | -20K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 78463V107 Common stock | $-759.6K | -2K -15.38% | 11,346 0.60% of portfolio | low |
| Q2 2026 as of | New | Nebius Group N.V. Common stock | $746.3K | +3K | 2,702 0.11% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-737.4K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 82509L107 Common stock | $-729.8K | -6K -40.28% | 9,476 0.16% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-712.4K | -594 -12.82% | 4,041 0.70% of portfolio | low |
| Q2 2026 as of | Exit | Coupang, Inc. Common stock | $-709.6K | -30K -100.00% | 0 | low |
| Q2 2026 as of | Add | Accenture plc Common stock | $706.8K | +6K +120.47% | 10,395 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 464287598 Common stock | $-701.9K | -3K -39.57% | 4,422 0.15% of portfolio | low |