AFFINITY WEALTH LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, AFFINITY WEALTH LLC opened 37 positions, added to 13, reduced 8 and sold out of 43.
- Q1 2026: Stock DE; Country of operation United States; Class COM; Shares before 153.
- Q4 2025: Stock AEP; Country of operation United States; Class COM; Shares before 1,034.
- Q4 2025: Stock NVR; Country of operation United States; Class COM; Shares before 49.
- Q4 2025: Stock BMY; Country of operation United States; Class COM; Shares before 399.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2111764), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-26); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-26); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-08-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-08-26); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-08-26); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-08-26). 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 2024-12-31.
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