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Bridge Advisory, LLC Historic Quarter Change: USA Stocks, Sold Out

Bridge Advisory, LLC historic quarter change: USA Stocks, Sold out

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 AMD; Country of operation United States; Class COM; Shares before 1,254.
  • Q2 2024: Stock HONZZZZ; Country of operation —; Class COM; Shares before 2,765.
  • Q1 2024: Stock SCHW; Country of operation United States; Class COM; Shares before 9,935.
  • Q1 2024: Stock ADBE; Country of operation United States; Class COM; Shares before 350.

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 2024AMD
ADVANCED MICRO DEVICES INC
United StatesCOM1,2540-1,254$203,411$0-$203,4112024-10-01
Q2 2024HONZZZZ
HONEYWELL INTL INC
COM2,7650-2,765$567,536$0-$567,5362024-07-23
Q1 2024SCHW
SCHWAB CHARLES CORP
United StatesCOM9,9350-9,935$683,528$0-$683,5282024-04-16
Q1 2024ADBE
ADOBE INC
United StatesCOM3500-350$208,810$0-$208,8102024-04-16

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