CROWLEY WEALTH MANAGEMENT, INC. historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 4 quarters from 2024-12-31 to 2025-12-31, CROWLEY WEALTH MANAGEMENT, INC. opened 3 positions, added to 0, reduced 1 and sold out of 8.
- Q4 2025: Stock Not Applicable; Country of operation —; Class Not Applicable; Shares before 0.
- Q3 2025: Stock BELLICUM PHARMACEUTICXXXPENDING POSSIBLE FUTURE EFF: 03/04/24; Country of operation —; Class REORG STOCK; Shares before 0.
- Q1 2025: Stock MIRATI THERAPEUTICS XXXCONTINGENT VALUE RIGHT EFF: 01/23/2024; Country of operation United States; Class REORG STOCK; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055836), 4 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16). 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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