Campbell Wealth Management quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Campbell Wealth Management opened 27 positions, added to 32, reduced 1, sold out of 1 and left 3 unchanged. The largest increase in value was AAPL (+$2,495); the largest decrease was PPG (-$209).
- ACN: Country of operation —; Class SHS CLASS A; Shares 2024-09-30 862; Shares 2024-12-31 855.
Two Form 13F-HR filings compared (SEC CIK 1736648): 2024-09-30 (filed 2024-10-28) and 2024-12-31 (filed 2025-01-30). 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.
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