Campbell Wealth Management historic quarter change: USA Stocks, Reduced
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 ACN; Country of operation —; Class SHS CLASS A; Shares before 862.
- Q3 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 11,131.
- Q3 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 22,551.
- Q3 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 7,710.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 862 | 855 | -7 | $305 | $301 | -$4 | 2025-01-30 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 11,131 | 3,306 | -7,825 | $2,151 | $616 | -$1,535 | 2024-10-28 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 22,551 | 13,805 | -8,746 | $4,750 | $3,217 | -$1,533 | 2024-10-28 |
|---|
| Q3 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 7,710 | 3,098 | -4,612 | $952 | $376 | -$576 | 2024-10-28 |
|---|
| Q3 2024 | ABT
ABBOTT LABS | United States | COM | 5,451 | 1,784 | -3,667 | $566 | $203 | -$363 | 2024-10-28 |
|---|
| Q3 2024 | ABBV
ABBVIE INC | United States | COM | 3,918 | 1,813 | -2,105 | $672 | $358 | -$314 | 2024-10-28 |
|---|
| Q3 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 44,429 | 41,441 | -2,988 | $5,115 | $4,858 | -$257 | 2024-10-28 |
|---|
| Q3 2024 | MRK
MERCK & CO INC | United States | COM | 2,891 | 1,824 | -1,067 | $358 | $207 | -$151 | 2024-10-28 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,546 | 1,050 | -496 | $629 | $483 | -$146 | 2024-10-28 |
|---|
| Q3 2024 | WPC
WP CAREY INC | United States | COM | 7,856 | 6,073 | -1,783 | $432 | $378 | -$54 | 2024-10-28 |
|---|
| Q3 2024 | RTX
RTX CORPORATION | United States | COM | 2,496 | 2,432 | -64 | $251 | $295 | +$44 | 2024-10-28 |
|---|
| Q3 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 2,070 | 1,889 | -181 | $419 | $398 | -$21 | 2024-10-28 |
|---|
| Q3 2024 | D
DOMINION ENERGY INC | United States | COM | 12,494 | 10,907 | -1,587 | $612 | $630 | +$18 | 2024-10-28 |
|---|
| Q3 2024 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,832 | 5,467 | -365 | $241 | $246 | +$5 | 2024-10-28 |
|---|
| Q3 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 279 | 269 | -10 | $237 | $238 | +$1 | 2024-10-28 |
|---|
| Q2 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 44,738 | 44,429 | -309 | $5,200 | $5,115 | -$85 | 2024-08-07 |
|---|
| Q2 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,666 | 1,546 | -120 | $701 | $629 | -$72 | 2024-08-07 |
|---|
| Q2 2024 | D
DOMINION ENERGY INC | United States | COM | 13,101 | 12,494 | -607 | $644 | $612 | -$32 | 2024-08-07 |
|---|
| Q2 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 586 | 585 | -1 | $282 | $258 | -$24 | 2024-08-07 |
|---|
| Q2 2024 | RTX
RTX CORPORATION | United States | COM | 2,561 | 2,496 | -65 | $250 | $251 | +$1 | 2024-08-07 |
|---|
| Q1 2024 | LLY
ELI LILLY & CO | United States | COM | 2,547 | 2,462 | -85 | $1,485 | $1,915 | +$430 | 2024-05-09 |
|---|
| Q1 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 589 | 576 | -13 | $267 | $262 | -$5 | 2024-05-09 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |