ATTICUS WEALTH MANAGEMENT, LLC historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ATTICUS WEALTH MANAGEMENT, LLC opened 9 positions, added to 14, reduced 6 and sold out of 29.
- Q1 2026: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 2.
- Q4 2024: Stock CBAK ENERGY TECHNOLOGY INC; Country of operation —; Class COM; Shares before 55,000.
- Q4 2024: Stock MOLECULIN BIOTECH INC; Country of operation United States; Class COM; Shares before 3,334.
- Q4 2024: Stock CHARGEPOINT HOLDINGS INC; Country of operation United States; Class COM CL A; Shares before 3,160.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1800234), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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 2019-12-31.
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