CONCENTRIC WEALTH MANAGEMENT, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, CONCENTRIC WEALTH MANAGEMENT, LLC opened 2 positions, added to 24, reduced 50, sold out of 4 and left 16 unchanged. The largest increase in value was AAPL (+$2,379,301); the largest decrease was GOOGL (-$1,276,875).
- BCAL: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 24,443.
- CARR: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 2,650.
Two Form 13F-HR filings compared (SEC CIK 1695345): 2024-06-30 (filed 2024-08-14) and 2024-09-30 (filed 2024-11-13). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||