Bromfield Sneider Wealth Advisors quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Bromfield Sneider Wealth Advisors opened 3 positions, added to 2, reduced 0, sold out of 0 and left 32 unchanged. The largest increase in value was MSFT (+$289,706); the largest decrease was APD (-$8,355).
- MSFT: Country of operation United States; Class COM; Shares 2023-12-31 354; Shares 2024-03-31 1,005.
- JNJ: Country of operation United States; Class COM; Shares 2023-12-31 468; Shares 2024-03-31 471.
Two Form 13F-HR filings compared (SEC CIK 1891795): 2023-12-31 (filed 2024-01-05) and 2024-03-31 (filed 2024-04-10). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||