Divergent Wealth Advisors Historic Quarter Change: USA Stocks, Added

Divergent Wealth Advisors historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Divergent Wealth Advisors opened 1 positions, added to 4, reduced 2 and sold out of 0.

Q3 2024: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 17,258.
Q3 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 1,507.
Q2 2024: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 15,447.
Q2 2024: Stock UNP; Country of operation United States; Class COM; Shares before 1,212.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1731275), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); 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 2017-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2024	IAU ISHARES GOLD TR	United States	ISHARES NEW	17,258	17,333	+75	$758,144	$861,450	+$103,306	2024-10-30
Q3 2024	AAPL APPLE INC	United States	COM	1,507	1,508	+1	$317,421	$351,331	+$33,910	2024-10-30
Q2 2024	IAU ISHARES GOLD TR	United States	ISHARES NEW	15,447	17,258	+1,811	$648,928	$758,144	+$109,216	2024-07-17
Q2 2024	UNP UNION PAC CORP	United States	COM	1,212	1,213	+1	$298,153	$274,349	-$23,804	2024-07-17

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