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Campbell Wealth Management Historic Quarter Change: USA Stocks, Added

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Campbell Wealth Management historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Campbell Wealth Management opened 78 positions, added to 71, reduced 22 and sold out of 43.

  • Q4 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 13,805.
  • Q4 2024: Stock LLY; Country of operation United States; Class COM; Shares before 320.
  • Q4 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 3,306.
  • Q4 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 7,703.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1736648), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024AAPL
APPLE INC		United StatesCOM13,80522,810+9,005$3,217$5,712+$2,4952025-01-30
Q4 2024LLY
ELI LILLY & CO		United StatesCOM3202,470+2,150$284$1,907+$1,6232025-01-30
Q4 2024AMZN
AMAZON COM INC		United StatesCOM3,3068,389+5,083$616$1,840+$1,2242025-01-30
Q4 2024MSFT
MICROSOFT CORP		United StatesCOM7,70310,724+3,021$3,314$4,520+$1,2062025-01-30
Q4 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM1,6985,537+3,839$375$1,217+$8422025-01-30
Q4 2024BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM6,31320,066+13,753$327$1,135+$8082025-01-30
Q4 2024NVDA
NVIDIA CORPORATION		United StatesCOM3,0988,766+5,668$376$1,177+$8012025-01-30
Q4 2024CVX
CHEVRON CORP NEW		United StatesCOM2,1005,907+3,807$309$856+$5472025-01-30
Q4 2024ABT
ABBOTT LABS		United StatesCOM1,7845,468+3,684$203$619+$4162025-01-30
Q4 2024HD
HOME DEPOT INC		United StatesCOM9652,051+1,086$391$798+$4072025-01-30
Q4 2024ABBV
ABBVIE INC		United StatesCOM1,8133,583+1,770$358$637+$2792025-01-30
Q4 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW1,0501,609+559$483$729+$2462025-01-30
Q4 2024AVGO
BROADCOM INC		United StatesCOM3,3123,493+181$571$810+$2392025-01-30
Q4 2024PG
PROCTER AND GAMBLE CO		United StatesCOM1,5372,599+1,062$266$436+$1702025-01-30
Q4 2024MA
MASTERCARD INCORPORATED		United StatesCL A589868+279$291$457+$1662025-01-30
Q4 2024CACI
CACI INTL INC		United StatesCL A7641,338+574$385$541+$1562025-01-30
Q4 2024MCD
MCDONALDS CORP		United StatesCOM9621,461+499$293$424+$1312025-01-30
Q4 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM1,8892,201+312$398$528+$1302025-01-30
Q4 2024MRK
MERCK & CO INC		United StatesCOM1,8242,879+1,055$207$286+$792025-01-30
Q4 2024XOMXXXX
EXXON MOBIL CORP		COM41,44144,587+3,146$4,858$4,796-$622025-01-30
Q4 2024LMT
LOCKHEED MARTIN CORP		United StatesCOM567570+3$331$277-$542025-01-30
Q4 2024DHR
DANAHER CORPORATION		United StatesCOM1,1451,155+10$318$265-$532025-01-30
Q4 2024WPC
WP CAREY INC		United StatesCOM6,0737,856+1,783$378$428+$502025-01-30
Q4 2024NEE
NEXTERA ENERGY INC		United StatesCOM11,28913,775+2,486$954$988+$342025-01-30
Q4 2024RTX
RTX CORPORATION		United StatesCOM2,4322,808+376$295$325+$302025-01-30
Q4 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM393502+109$230$254+$242025-01-30
Q4 2024PEP
PEPSICO INC		United StatesCOM1,8952,274+379$322$346+$242025-01-30
Q4 2024D
DOMINION ENERGY INC		United StatesCOM10,90712,111+1,204$630$652+$222025-01-30
Q4 2024LHX
L3HARRIS TECHNOLOGIES INC		United StatesCOM9901,204+214$235$253+$182025-01-30
Q4 2024VZ
VERIZON COMMUNICATIONS INC		United StatesCOM5,4675,732+265$246$229-$172025-01-30
Q4 2024COST
COSTCO WHSL CORP NEW		United StatesCOM269278+9$238$255+$172025-01-30
Q4 2024PM
PHILIP MORRIS INTL INC		United StatesCOM2,5982,608+10$315$314-$12025-01-30
Q3 2024AVGO
BROADCOM INC		United StatesCOM2073,312+3,105$332$571+$2392024-10-28
Q3 2024NEE
NEXTERA ENERGY INC		United StatesCOM10,71411,289+575$759$954+$1952024-10-28
Q3 2024ACN
ACCENTURE PLC IRELAND		SHS CLASS A661862+201$201$305+$1042024-10-28
Q3 2024MA
MASTERCARD INCORPORATED		United StatesCL A585589+4$258$291+$332024-10-28
Q2 2024AAPL
APPLE INC		United StatesCOM18,26222,551+4,289$3,132$4,750+$1,6182024-08-07
Q2 2024AMZN
AMAZON COM INC		United StatesCOM7,00811,131+4,123$1,264$2,151+$8872024-08-07
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM7627,710+6,948$689$952+$2632024-08-07
Q2 2024NFLX
NETFLIX INC		United StatesCOM414505+91$251$341+$902024-08-07
Q2 2024T
AT&T INC		United StatesCOM12,71014,681+1,971$224$281+$572024-08-07
Q2 2024ORCL
ORACLE CORP		United StatesCOM2,8532,857+4$358$403+$452024-08-07
Q2 2024AMGN
AMGEN INC		United StatesCOM818822+4$233$257+$242024-08-07
Q2 2024MRK
MERCK & CO INC		United StatesCOM2,8902,891+1$381$358-$232024-08-07
Q2 2024CRM
SALESFORCE INC		United StatesCOM671871+200$202$224+$222024-08-07
Q2 2024CSCO
CISCO SYS INC		United StatesCOM4,2304,649+419$211$221+$102024-08-07
Q2 2024MMM
3M CO		United StatesCOM2,3942,409+15$254$246-$82024-08-07
Q1 2024MSFT
MICROSOFT CORP		United StatesCOM6,1348,937+2,803$2,307$3,760+$1,4532024-05-09
Q1 2024AMZN
AMAZON COM INC		United StatesCOM2,0807,008+4,928$316$1,264+$9482024-05-09
Q1 2024XOMXXXX
EXXON MOBIL CORP		COM43,79544,738+943$4,379$5,200+$8212024-05-09
Q1 2024BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM6,31319,921+13,608$324$1,080+$7562024-05-09
Q1 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM1,6984,994+3,296$278$954+$6762024-05-09
Q1 2024HD
HOME DEPOT INC		United StatesCOM1,1552,098+943$400$805+$4052024-05-09
Q1 2024CVX
CHEVRON CORP NEW		United StatesCOM3,0515,027+1,976$455$793+$3382024-05-09
Q1 2024NVDA
NVIDIA CORPORATION		United StatesCOM737762+25$365$689+$3242024-05-09
Q1 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW1,1031,666+563$393$701+$3082024-05-09
Q1 2024PG
PROCTER AND GAMBLE CO		United StatesCOM1,9883,170+1,182$291$514+$2232024-05-09
Q1 2024D
DOMINION ENERGY INC		United StatesCOM9,38813,101+3,713$441$644+$2032024-05-09
Q1 2024NEE
NEXTERA ENERGY INC		United StatesCOM8,33810,714+2,376$506$685+$1792024-05-09
Q1 2024MRK
MERCK & CO INC		United StatesCOM1,8932,890+997$206$381+$1752024-05-09
Q1 2024MCD
MCDONALDS CORP		United StatesCOM1,0041,670+666$298$471+$1732024-05-09
Q1 2024ABBV
ABBVIE INC		United StatesCOM3,7413,918+177$580$713+$1332024-05-09
Q1 2024ABT
ABBOTT LABS		United StatesCOM4,5655,451+886$502$620+$1182024-05-09
Q1 2024JPM
JPMORGAN CHASE & CO		United StatesCOM1,9302,070+140$328$415+$872024-05-09
Q1 2024PEP
PEPSICO INC		United StatesCOM1,8952,237+342$322$392+$702024-05-09
Q1 2024WPC
WP CAREY INC		United StatesCOM6,0737,856+1,783$394$443+$492024-05-09
Q1 2024LHX
L3HARRIS TECHNOLOGIES INC		United StatesCOM9901,195+205$209$255+$462024-05-09
Q1 2024TXN
TEXAS INSTRS INC		United StatesCOM2,6442,829+185$451$493+$422024-05-09
Q1 2024AAPL
APPLE INC		United StatesCOM16,18518,262+2,077$3,116$3,132+$162024-05-09
Q1 2024SBUX
STARBUCKS CORP		United StatesCOM2,3002,544+244$221$232+$112024-05-09
Q1 2024PM
PHILIP MORRIS INTL INC		United StatesCOM2,5982,608+10$244$239-$52024-05-09

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