Bridge Advisory, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Bridge Advisory, LLC opened 10 positions, added to 33, reduced 35 and sold out of 4.
- Q3 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 34,413.
- Q3 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 9,367.
- Q3 2024: Stock EIX; Country of operation United States; Class COM; Shares before 3,446.
- Q3 2024: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 3,710.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1847956), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 34,413 | 34,797 | +384 | $7,248,073 | $8,107,799 | +$859,726 | 2024-10-01 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 9,367 | 9,397 | +30 | $1,810,173 | $1,750,943 | -$59,230 | 2024-10-01 |
|---|
| Q3 2024 | EIX
EDISON INTL | United States | COM | 3,446 | 3,479 | +33 | $247,445 | $303,017 | +$55,572 | 2024-10-01 |
|---|
| Q3 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 3,710 | 3,743 | +33 | $680,447 | $625,791 | -$54,656 | 2024-10-01 |
|---|
| Q3 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 611 | 625 | +14 | $311,078 | $365,615 | +$54,537 | 2024-10-01 |
|---|
| Q3 2024 | CAT
CATERPILLAR INC | United States | COM | 840 | 844 | +4 | $279,920 | $329,994 | +$50,074 | 2024-10-01 |
|---|
| Q3 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 16,813 | 16,843 | +30 | $1,935,484 | $1,974,357 | +$38,873 | 2024-10-01 |
|---|
| Q3 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 1,469 | 1,500 | +31 | $214,667 | $243,132 | +$28,465 | 2024-10-01 |
|---|
| Q3 2024 | AMAT
APPLIED MATLS INC | United States | COM | 1,087 | 1,137 | +50 | $256,459 | $229,768 | -$26,691 | 2024-10-01 |
|---|
| Q3 2024 | AMGN
AMGEN INC | United States | COM | 812 | 816 | +4 | $253,685 | $263,056 | +$9,371 | 2024-10-01 |
|---|
| Q2 2024 | AAPL
APPLE INC | United States | COM | 33,562 | 34,413 | +851 | $5,755,187 | $7,248,073 | +$1,492,886 | 2024-07-23 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 1,335 | 14,839 | +13,504 | $1,206,450 | $1,833,237 | +$626,787 | 2024-07-23 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,100 | 6,404 | +304 | $920,673 | $1,166,532 | +$245,859 | 2024-07-23 |
|---|
| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 8,927 | 9,367 | +440 | $1,610,252 | $1,810,173 | +$199,921 | 2024-07-23 |
|---|
| Q2 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,407 | 1,411 | +4 | $1,030,545 | $1,199,695 | +$169,150 | 2024-07-23 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 4,333 | 4,342 | +9 | $1,823,167 | $1,940,564 | +$117,397 | 2024-07-23 |
|---|
| Q2 2024 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 2,066 | 2,071 | +5 | $989,025 | $902,904 | -$86,121 | 2024-07-23 |
|---|
| Q2 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 16,151 | 16,813 | +662 | $1,877,429 | $1,935,484 | +$58,055 | 2024-07-23 |
|---|
| Q2 2024 | AMAT
APPLIED MATLS INC | United States | COM | 1,072 | 1,087 | +15 | $221,017 | $256,459 | +$35,442 | 2024-07-23 |
|---|
| Q2 2024 | AMGN
AMGEN INC | United States | COM | 805 | 812 | +7 | $228,925 | $253,685 | +$24,760 | 2024-07-23 |
|---|
| Q2 2024 | CAT
CATERPILLAR INC | United States | COM | 827 | 840 | +13 | $303,183 | $279,920 | -$23,263 | 2024-07-23 |
|---|
| Q2 2024 | META
META PLATFORMS INC | United States | CL A | 552 | 576 | +24 | $268,165 | $290,669 | +$22,504 | 2024-07-23 |
|---|
| Q2 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,242 | 1,254 | +12 | $224,169 | $203,411 | -$20,758 | 2024-07-23 |
|---|
| Q2 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,249 | 1,255 | +6 | $525,229 | $510,534 | -$14,695 | 2024-07-23 |
|---|
| Q2 2024 | V
VISA INC | United States | COM CL A | 818 | 824 | +6 | $228,284 | $216,208 | -$12,076 | 2024-07-23 |
|---|
| Q2 2024 | EIX
EDISON INTL | United States | COM | 3,409 | 3,446 | +37 | $241,083 | $247,445 | +$6,362 | 2024-07-23 |
|---|
| Q1 2024 | DIS
DISNEY WALT CO | United States | COM | 9,115 | 9,361 | +246 | $823,011 | $1,145,380 | +$322,369 | 2024-04-16 |
|---|
| Q1 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 16,093 | 16,151 | +58 | $1,608,965 | $1,877,429 | +$268,464 | 2024-04-16 |
|---|
| Q1 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,396 | 1,407 | +11 | $921,444 | $1,030,545 | +$109,101 | 2024-04-16 |
|---|
| Q1 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,241 | 1,249 | +8 | $442,615 | $525,229 | +$82,614 | 2024-04-16 |
|---|
| Q1 2024 | CAT
CATERPILLAR INC | United States | COM | 824 | 827 | +3 | $243,632 | $303,183 | +$59,551 | 2024-04-16 |
|---|
| Q1 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 545 | 621 | +76 | $286,786 | $307,420 | +$20,634 | 2024-04-16 |
|---|
| Q1 2024 | EIX
EDISON INTL | United States | COM | 3,371 | 3,409 | +38 | $240,962 | $241,083 | +$121 | 2024-04-16 |
|---|
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