Annapolis Financial Services, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Annapolis Financial Services, LLC opened 109 positions, added to 77, reduced 7, sold out of 3 and left 119 unchanged. The largest increase in value was META (+$161,855); the largest decrease was PLTR (-$279,213).
- META: Country of operation United States; Class CL A; Shares 2024-06-30 2,421; Shares 2024-09-30 2,415.
- MRK: Country of operation United States; Class COM; Shares 2024-06-30 1,148; Shares 2024-09-30 1,120.
- COST: Country of operation United States; Class COM; Shares 2024-06-30 135; Shares 2024-09-30 119.
- NFLX: Country of operation United States; Class COM; Shares 2024-06-30 159; Shares 2024-09-30 158.
Two Form 13F-HR filings compared (SEC CIK 1843110): 2024-06-30 (filed 2024-07-17) and 2024-09-30 (filed 2024-10-16). 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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