Aspire Wealth Management Corp 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, Aspire Wealth Management Corp opened 1 positions, added to 8, reduced 5, sold out of 0 and left 9 unchanged. The largest increase in value was AAPL (+$398,165); the largest decrease was MSFT (-$50,482).
- AAPL: Country of operation United States; Class COM; Shares 2024-06-30 19,479; Shares 2024-09-30 19,317.
- GE: Country of operation United States; Class COM NEW; Shares 2024-06-30 2,442; Shares 2024-09-30 2,392.
- BRKB: Country of operation —; Class CL B NEW; Shares 2024-06-30 1,259; Shares 2024-09-30 1,242.
- META: Country of operation United States; Class CL A; Shares 2024-06-30 905; Shares 2024-09-30 880.
Two Form 13F-HR filings compared (SEC CIK 1916412): 2024-06-30 (filed 2024-08-12) and 2024-09-30 (filed 2024-10-31). 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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