9258 Wealth Management, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, 9258 Wealth Management, LLC opened 11 positions, added to 83, reduced 83, sold out of 3 and left 29 unchanged. The largest increase in value was ORCL (+$2,143,632); the largest decrease was MU (-$883,889).
- BLK: Country of operation United States; Class Stock; Shares 2024-06-30 0; Shares 2024-09-30 1,655.
- ETR: Country of operation United States; Class Stock; Shares 2024-06-30 0; Shares 2024-09-30 1,872.
- WELL: Country of operation United States; Class REIT; Shares 2024-06-30 0; Shares 2024-09-30 1,876.
- EFX: Country of operation United States; Class Stock; Shares 2024-06-30 0; Shares 2024-09-30 783.
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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