9258 Wealth Management, LLC historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 3 quarters from 2023-12-31 to 2024-09-30, 9258 Wealth Management, LLC opened 6 positions, added to 4, reduced 14 and sold out of 3.
- Q2 2024: Stock NWG; Country of operation —; Class ADR; Shares before 11,014.
- Q2 2024: Stock NVS; Country of operation —; Class ADR; Shares before 2,304.
- Q1 2024: Stock NVO; Country of operation —; Class ADR; Shares before 2,513.
- Q1 2024: Stock DEO; Country of operation —; Class ADR; Shares before 3,632.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1766506), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
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