- New Purchases: PFSI, SPLV,
- Added Positions: WM, DIS, FFIN, MSFT, PBW, MA, QQQX, MOAT, HRL, WMT,
- Reduced Positions: BA, FB, QQQ, SBUX, HD, JPM, XAR, AFIN, BAC,
- Sold Out: 1AC, 1AC, BRK.B, GSY, PFE,
For the details of PROFESSIONAL PLANNING's stock buys and sells, go to https://www.gurufocus.com/guru/professional+planning/current-portfolio/portfolioportfolio
These are the top 5 holdings of PROFESSIONAL PLANNING- Visa Inc (V) - 53,876 shares, 11.03% of the total portfolio. Shares added by 0.71%
- Mastercard Inc (MA) - 34,754 shares, 10.85% of the total portfolio. Shares added by 1.84%
- Apple Inc (AAPL) - 45,948 shares, 10.73% of the total portfolio. Shares added by 0.72%
- PowerShares QQQ Trust Ser 1 (QQQ) - 37,269 shares, 8.21% of the total portfolio. Shares reduced by 5.34%
- Boeing Co (BA) - 15,738 shares, 6.76% of the total portfolio. Shares reduced by 18.66%
Professional Planning initiated holding in PennyMac Financial Services Inc. The purchase prices were between $20.57 and $23.54, with an estimated average price of $22.28. The stock is now traded at around $23.33. The impact to a portfolio due to this purchase was 6.35%. The holding were 242,588 shares as of .
New Purchase: Invesco S&P 500 Low Volatility (SPLV)Professional Planning initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $52.28 and $56.09, with an estimated average price of $53.76. The stock is now traded at around $55.67. The impact to a portfolio due to this purchase was 1.07%. The holding were 16,557 shares as of .
Added: Waste Management Inc (WM)Professional Planning added to a holding in Waste Management Inc by 61.31%. The purchase prices were between $100.57 and $116.97, with an estimated average price of $108.46. The stock is now traded at around $117.19. The impact to a portfolio due to this purchase was 1.28%. The holding were 24,739 shares as of .
Added: The Walt Disney Co (DIS)Professional Planning added to a holding in The Walt Disney Co by 25.61%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $141.26. The impact to a portfolio due to this purchase was 0.75%. The holding were 22,254 shares as of .
Added: First Financial Bankshares Inc (FFIN)Professional Planning added to a holding in First Financial Bankshares Inc by 100.00%. The purchase prices were between $28.33 and $31.44, with an estimated average price of $30.08. The stock is now traded at around $31.71. The impact to a portfolio due to this purchase was 0.63%. The holding were 34,802 shares as of .
Added: Invesco WilderHill Clean Energy (PBW)Professional Planning added to a holding in Invesco WilderHill Clean Energy by 67.76%. The purchase prices were between $26.85 and $29.71, with an estimated average price of $28.22. The stock is now traded at around $30.24. The impact to a portfolio due to this purchase was 0.31%. The holding were 21,641 shares as of .
Sold Out: PennyMac Financial Services Inc (1AC)Professional Planning sold out a holding in PennyMac Financial Services Inc. The sale prices were between $17.85 and $20.9, with an estimated average price of $19.55.
Sold Out: PennyMac Financial Services Inc (1AC)Professional Planning sold out a holding in PennyMac Financial Services Inc. The sale prices were between $17.85 and $20.9, with an estimated average price of $19.55.
Sold Out: Berkshire Hathaway Inc (BRK.B)Professional Planning sold out a holding in Berkshire Hathaway Inc. The sale prices were between $197.42 and $218.6, with an estimated average price of $206.89.
Sold Out: Invesco Ultra Short Duration (GSY)Professional Planning sold out a holding in Invesco Ultra Short Duration. The sale prices were between $49.9 and $50.37, with an estimated average price of $50.13.
Sold Out: Pfizer Inc (PFE)Professional Planning sold out a holding in Pfizer Inc. The sale prices were between $38.98 and $43.76, with an estimated average price of $41.82.
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