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Campbell Wealth Management Historic Quarter Change: USA Stocks, New

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Campbell Wealth Management historic quarter change: USA Stocks, New

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 MAR; Country of operation United States; Class CL A; Shares before 0.
  • Q4 2024: Stock MTD; Country of operation —; Class COM; Shares before 0.
  • Q4 2024: Stock SAIC; Country of operation United States; Class COM; Shares before 0.
  • Q4 2024: Stock ORCL; Country of operation United States; Class COM; Shares before 0.

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 2024MAR
MARRIOTT INTL INC NEW		United StatesCL A04,224+4,224$0$1,178+$1,1782025-01-30
Q4 2024MTD
METTLER TOLEDO INTERNATIONAL		COM0497+497$0$608+$6082025-01-30
Q4 2024SAIC
SCIENCE APPLICATIONS INTL CO		United StatesCOM05,026+5,026$0$562+$5622025-01-30
Q4 2024ORCL
ORACLE CORP		United StatesCOM02,858+2,858$0$476+$4762025-01-30
Q4 2024NFLX
NETFLIX INC		United StatesCOM0505+505$0$450+$4502025-01-30
Q4 2024TSLA
TESLA INC		United StatesCOM0921+921$0$372+$3722025-01-30
Q4 2024GOOG
ALPHABET INC		United StatesCAP STK CL C01,929+1,929$0$367+$3672025-01-30
Q4 2024WMT
WALMART INC		United StatesCOM03,977+3,977$0$359+$3592025-01-30
Q4 2024ETN
EATON CORP PLC		SHS0973+973$0$323+$3232025-01-30
Q4 2024UNP
UNION PAC CORP		United StatesCOM01,402+1,402$0$320+$3202025-01-30
Q4 2024MMM
3M CO		United StatesCOM02,438+2,438$0$315+$3152025-01-30
Q4 2024SPGI
S&P GLOBAL INC		United StatesCOM0630+630$0$314+$3142025-01-30
Q4 2024ED
CONSOLIDATED EDISON INC		United StatesCOM03,479+3,479$0$310+$3102025-01-30
Q4 2024T
AT&T INC		United StatesCOM012,723+12,723$0$290+$2902025-01-30
Q4 2024V
VISA INC		United StatesCOM CL A0861+861$0$272+$2722025-01-30
Q4 2024MATX
MATSON INC		United StatesCOM01,996+1,996$0$269+$2692025-01-30
Q4 2024GE
GE AEROSPACE		United StatesCOM NEW01,567+1,567$0$261+$2612025-01-30
Q4 2024CRM
SALESFORCE INC		United StatesCOM0771+771$0$258+$2582025-01-30
Q4 2024LOW
LOWES COS INC		United StatesCOM0937+937$0$231+$2312025-01-30
Q4 2024SO
SOUTHERN CO		United StatesCOM02,688+2,688$0$221+$2212025-01-30
Q4 2024AMGN
AMGEN INC		United StatesCOM0839+839$0$219+$2192025-01-30
Q4 2024NOW
SERVICENOW INC		United StatesCOM0206+206$0$218+$2182025-01-30
Q4 2024KLAC
KLA CORP		United StatesCOM NEW0339+339$0$213+$2132025-01-30
Q4 2024PANW
PALO ALTO NETWORKS INC		United StatesCOM01,158+1,158$0$211+$2112025-01-30
Q4 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A01,089+1,089$0$206+$2062025-01-30
Q4 2024META
META PLATFORMS INC		United StatesCL A0347+347$0$203+$2032025-01-30
Q4 2024ROK
ROCKWELL AUTOMATION INC		United StatesCOM0711+711$0$203+$2032025-01-30
Q3 2024MSFT
MICROSOFT CORP		United StatesCOM07,703+7,703$0$3,314+$3,3142024-10-28
Q3 2024TXN
TEXAS INSTRS INC		United StatesCOM02,640+2,640$0$545+$5452024-10-28
Q3 2024HD
HOME DEPOT INC		United StatesCOM0965+965$0$391+$3912024-10-28
Q3 2024CACI
CACI INTL INC		United StatesCL A0764+764$0$385+$3852024-10-28
Q3 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM01,698+1,698$0$375+$3752024-10-28
Q3 2024LMT
LOCKHEED MARTIN CORP		United StatesCOM0567+567$0$331+$3312024-10-28
Q3 2024BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM06,313+6,313$0$327+$3272024-10-28
Q3 2024PEP
PEPSICO INC		United StatesCOM01,895+1,895$0$322+$3222024-10-28
Q3 2024DHR
DANAHER CORPORATION		United StatesCOM01,145+1,145$0$318+$3182024-10-28
Q3 2024PM
PHILIP MORRIS INTL INC		United StatesCOM02,598+2,598$0$315+$3152024-10-28
Q3 2024CVX
CHEVRON CORP NEW		United StatesCOM02,100+2,100$0$309+$3092024-10-28
Q3 2024MCD
MCDONALDS CORP		United StatesCOM0962+962$0$293+$2932024-10-28
Q3 2024LLY
ELI LILLY & CO		United StatesCOM0320+320$0$284+$2842024-10-28
Q3 2024PG
PROCTER AND GAMBLE CO		United StatesCOM01,537+1,537$0$266+$2662024-10-28
Q3 2024LHX
L3HARRIS TECHNOLOGIES INC		United StatesCOM0990+990$0$235+$2352024-10-28
Q3 2024SBUX
STARBUCKS CORP		United StatesCOM02,399+2,399$0$234+$2342024-10-28
Q3 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM0393+393$0$230+$2302024-10-28
Q3 2024PPG
PPG INDS INC		United StatesCOM01,580+1,580$0$209+$2092024-10-28
Q2 2024AVGO
BROADCOM INC		United StatesCOM0207+207$0$332+$3322024-08-07
Q2 2024VZ
VERIZON COMMUNICATIONS INC		United StatesCOM05,832+5,832$0$241+$2412024-08-07
Q2 2024COST
COSTCO WHSL CORP NEW		United StatesCOM0279+279$0$237+$2372024-08-07
Q2 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A01,129+1,129$0$206+$2062024-08-07
Q2 2024HPQ
HP INC		United StatesCOM05,783+5,783$0$203+$2032024-08-07
Q1 2024MAR
MARRIOTT INTL INC NEW		United StatesCL A03,690+3,690$0$931+$9312024-05-09
Q1 2024MTD
METTLER TOLEDO INTERNATIONAL		COM0497+497$0$662+$6622024-05-09
Q1 2024ORCL
ORACLE CORP		United StatesCOM02,853+2,853$0$358+$3582024-05-09
Q1 2024SAIC
SCIENCE APPLICATIONS INTL CO		United StatesCOM02,649+2,649$0$345+$3452024-05-09
Q1 2024UNP
UNION PAC CORP		United StatesCOM01,366+1,366$0$336+$3362024-05-09
Q1 2024ED
CONSOLIDATED EDISON INC		United StatesCOM03,469+3,469$0$315+$3152024-05-09
Q1 2024ETN
EATON CORP PLC		SHS0937+937$0$293+$2932024-05-09
Q1 2024GE
GENERAL ELECTRIC CO		United StatesCOM NEW01,626+1,626$0$285+$2852024-05-09
Q1 2024MA
MASTERCARD INCORPORATED		United StatesCL A0586+586$0$282+$2822024-05-09
Q1 2024SPGI
S&P GLOBAL INC		United StatesCOM0640+640$0$272+$2722024-05-09
Q1 2024GOOG
ALPHABET INC		United StatesCAP STK CL C01,710+1,710$0$260+$2602024-05-09
Q1 2024MMM
3M CO		United StatesCOM02,394+2,394$0$254+$2542024-05-09
Q1 2024V
VISA INC		United StatesCOM CL A0905+905$0$253+$2532024-05-09
Q1 2024NFLX
NETFLIX INC		United StatesCOM0414+414$0$251+$2512024-05-09
Q1 2024WMT
WALMART INC		United StatesCOM04,166+4,166$0$251+$2512024-05-09
Q1 2024RTX
RTX CORPORATION		United StatesCOM02,561+2,561$0$250+$2502024-05-09
Q1 2024JNJ
JOHNSON & JOHNSON		United StatesCOM01,573+1,573$0$249+$2492024-05-09
Q1 2024KLAC
KLA CORP		United StatesCOM NEW0337+337$0$236+$2362024-05-09
Q1 2024SO
SOUTHERN CO		United StatesCOM03,278+3,278$0$235+$2352024-05-09
Q1 2024AMGN
AMGEN INC		United StatesCOM0818+818$0$233+$2332024-05-09
Q1 2024ACN
ACCENTURE PLC IRELAND		SHS CLASS A0661+661$0$229+$2292024-05-09
Q1 2024PPG
PPG INDS INC		United StatesCOM01,580+1,580$0$229+$2292024-05-09
Q1 2024T
AT&T INC		United StatesCOM012,710+12,710$0$224+$2242024-05-09
Q1 2024MATX
MATSON INC		United StatesCOM01,996+1,996$0$224+$2242024-05-09
Q1 2024ROK
ROCKWELL AUTOMATION INC		United StatesCOM0766+766$0$223+$2232024-05-09
Q1 2024CSCO
CISCO SYS INC		United StatesCOM04,230+4,230$0$211+$2112024-05-09
Q1 2024ELV
ELEVANCE HEALTH INC		United StatesCOM0400+400$0$207+$2072024-05-09
Q1 2024CRM
SALESFORCE INC		United StatesCOM0671+671$0$202+$2022024-05-09

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