Number of Shares
201
Previous 315 36.19%
Holding current value
$216 Million
Previous $368 Million 41.38%
% of portfolio
0.08%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026

SELL
N/A
-114 Reduced 36.19%
201 $216 Million
Q2 2025

Jul 25, 2025

SELL
N/A
-50 Reduced 13.7%
315 $330 Million
Q1 2025

May 08, 2025

BUY
N/A
53 Added 16.99%
365 $345 Million
Q4 2024

Jan 23, 2025

BUY
N/A
312 New
312 $320 Million
Track This Portfolio

Track Quantum Financial Planning Services, Inc. Portfolio

Follow Quantum Financial Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Planning Services, Inc. with notifications on news.