Blooom, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2022-06-30 to 2022-09-30, Blooom, Inc. opened 0 positions, added to 11, reduced 8, sold out of 4 and left 1 unchanged. The largest increase in value was PGR (+$210,000); the largest decrease was AAPL (-$744,000).
- KR: Country of operation United States; Class COM; Shares 2022-06-30 13,572; Shares 2022-09-30 10,228.
- BRKB: Country of operation —; Class CL B NEW; Shares 2022-06-30 6,908; Shares 2022-09-30 6,557.
- FOSL: Country of operation United States; Class COM; Shares 2022-06-30 11,609; Shares 2022-09-30 11,601.
- LUV: Country of operation United States; Class COM; Shares 2022-06-30 3,768; Shares 2022-09-30 3,186.
Two Form 13F-HR filings compared (SEC CIK 1655156): 2022-06-30 (filed 2022-08-01) and 2022-09-30 (filed 2022-11-01). 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.
| Stock | Country of operation | Class | Shares 2022-06-30 | Shares 2022-09-30 | Share change | Value 2022-06-30 | Value 2022-09-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| KR KROGER CO | United States | COM | 13,572 | 10,228 | -3,344 | $614,000 | $455,000 | -$159,000 |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 6,908 | 6,557 | -351 | $474,000 | $378,000 | -$96,000 | |
| FOSL FOSSIL GROUP INC | United States | COM | 11,609 | 11,601 | -8 | $124,000 | $42,000 | -$82,000 |
| LUV SOUTHWEST AIRLS CO | United States | COM | 3,768 | 3,186 | -582 | $245,000 | $211,000 | -$34,000 |
| JNJ JOHNSON & JOHNSON | United States | COM | 8,795 | 8,733 | -62 | $345,000 | $318,000 | -$27,000 |
| CI CIGNA CORP NEW | United States | COM | 2,403 | 2,376 | -27 | $629,000 | $639,000 | +$10,000 |
| DIS DISNEY WALT CO | United States | COM | 9,504 | 9,149 | -355 | $902,000 | $892,000 | -$10,000 |
| AMZN AMAZON COM INC | United States | COM | 11,922 | 11,102 | -820 | $1,268,000 | $1,269,000 | +$1,000 |
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