9258 Wealth Management, LLC quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-06-30 to 2024-09-30, 9258 Wealth Management, LLC opened 3 positions, added to 0, reduced 7, sold out of 0 and left 2 unchanged. The largest increase in value was SONY (+$224,815); the largest decrease was SHEL (-$104,405).
- SONY: Country of operation —; Class ADR; Shares 2024-06-30 0; Shares 2024-09-30 2,328.
- SNY: Country of operation —; Class ADR; Shares 2024-06-30 0; Shares 2024-09-30 3,722.
- JD: Country of operation —; Class ADR; Shares 2024-06-30 0; Shares 2024-09-30 5,361.
Two Form 13F-HR filings compared (SEC CIK 1766506): 2024-06-30 (filed 2024-08-02) and 2024-09-30 (filed 2024-11-12). 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; share change is the position change.
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