Cook Wealth, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-12-31, Cook Wealth, LLC opened 11 positions, added to 30, reduced 51 and sold out of 37.
- Q1 2025: Stock TSLA; Country of operation United States; Class COM; Shares before 0.
- Q4 2024: Stock DIS; Country of operation United States; Class COM; Shares before 0.
- Q3 2024: Stock SBUX; Country of operation United States; Class COM; Shares before 0.
- Q2 2024: Stock KO; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1910185), 7 quarters: Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-02-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2021-12-31.
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