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Bridge Advisory, LLC Last Quarter Change: USA Stocks, Unchanged

Bridge Advisory, LLC quarter change: USA Stocks, Unchanged

In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Bridge Advisory, LLC opened 3 positions, added to 10, reduced 14, sold out of 1 and left 2 unchanged. The largest increase in value was GLD (+$1,521,313); the largest decrease was DBE (-$363,247).

  • BRKB: Country of operation —; Class CL B NEW; Shares 2024-06-30 1,255; Shares 2024-09-30 1,255.
  • BA: Country of operation United States; Class COM; Shares 2024-06-30 1,670; Shares 2024-09-30 1,670.

Two Form 13F-HR filings compared (SEC CIK 1847956): 2024-06-30 (filed 2024-07-23) and 2024-09-30 (filed 2024-10-01). 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.

StockCountry of operationClassShares 2024-06-30Shares 2024-09-30Share changeValue 2024-06-30Value 2024-09-30Value change
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW1,2551,2550$510,534$577,626+$67,092
BA
BOEING CO
United StatesCOM1,6701,6700$303,957$253,907-$50,050

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