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Bridge Advisory, LLC Historic Quarter Change: USA Stocks, New

Bridge Advisory, LLC historic quarter change: USA Stocks, New

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 GLD; Country of operation United States; Class GOLD SHS; Shares before 0.
  • Q3 2024: Stock NEE; Country of operation United States; Class COM; Shares before 0.
  • Q3 2024: Stock PG; Country of operation United States; Class COM; Shares before 0.
  • Q2 2024: Stock NFLX; Country of operation United States; Class COM; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024GLD
SPDR GOLD TR
United StatesGOLD SHS06,259+6,259$0$1,521,313+$1,521,3132024-10-01
Q3 2024NEE
NEXTERA ENERGY INC
United StatesCOM02,373+2,373$0$200,578+$200,5782024-10-01
Q3 2024PG
PROCTER AND GAMBLE CO
United StatesCOM01,157+1,157$0$200,414+$200,4142024-10-01
Q2 2024NFLX
NETFLIX INC
United StatesCOM0369+369$0$249,031+$249,0312024-07-23
Q2 2024WMT
WALMART INC
United StatesCOM02,975+2,975$0$201,448+$201,4482024-07-23
Q1 2024HONZZZZ
HONEYWELL INTL INC
COM02,765+2,765$0$567,536+$567,5362024-04-16
Q1 2024META
META PLATFORMS INC
United StatesCL A0552+552$0$268,165+$268,1652024-04-16
Q1 2024V
VISA INC
United StatesCOM CL A0818+818$0$228,284+$228,2842024-04-16
Q1 2024AMD
ADVANCED MICRO DEVICES INC
United StatesCOM01,242+1,242$0$224,169+$224,1692024-04-16
Q1 2024AMAT
APPLIED MATLS INC
United StatesCOM01,072+1,072$0$221,017+$221,0172024-04-16

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