AFS Financial Group, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, AFS Financial Group, LLC opened 0 positions, added to 0, reduced 8 and sold out of 31.
- Q2 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 13,646.
- Q2 2024: Stock DIS; Country of operation United States; Class COM; Shares before 5,385.
- Q2 2024: Stock JPM; Country of operation United States; Class COM; Shares before 2,361.
- Q2 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 891.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1879345), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); 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 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2024 | AAPL APPLE INC | United States | COM | 13,646 | 6,376 | -7,270 | $2,340,059 | $1,342,913 | -$997,146 | 2024-08-14 |
| Q2 2024 | DIS DISNEY WALT CO | United States | COM | 5,385 | 3,916 | -1,469 | $658,909 | $388,820 | -$270,089 | 2024-08-14 |
| Q2 2024 | JPM JPMORGAN CHASE & CO. | United States | COM | 2,361 | 1,349 | -1,012 | $472,840 | $272,780 | -$200,060 | 2024-08-14 |
| Q2 2024 | MSFT MICROSOFT CORP | United States | COM | 891 | 454 | -437 | $374,862 | $202,915 | -$171,947 | 2024-08-14 |
| Q1 2024 | AAPL APPLE INC | United States | COM | 54,945 | 13,646 | -41,299 | $10,578,503 | $2,340,059 | -$8,238,444 | 2024-05-03 |
| Q1 2024 | MSFT MICROSOFT CORP | United States | COM | 8,253 | 891 | -7,362 | $3,103,571 | $374,862 | -$2,728,709 | 2024-05-03 |
| Q1 2024 | JPM JPMORGAN CHASE & CO | United States | COM | 15,532 | 2,361 | -13,171 | $2,641,948 | $472,840 | -$2,169,108 | 2024-05-03 |
| Q1 2024 | DIS DISNEY WALT CO | United States | COM | 11,321 | 5,385 | -5,936 | $1,022,173 | $658,909 | -$363,264 | 2024-05-03 |
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