Chung Wu Investment Group, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Chung Wu Investment Group, LLC opened 261 positions, added to 128, reduced 190 and sold out of 125.
- Q1 2025: Stock ABBV; Country of operation United States; Class COM; Shares before 7,845.
- Q1 2025: Stock AM; Country of operation United States; Class COM; Shares before 127,500.
- Q1 2025: Stock OKE; Country of operation United States; Class COM; Shares before 16,770.
- Q1 2025: Stock GEV; Country of operation United States; Class COM; Shares before 1,696.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054278), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). 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 2024-12-31.
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