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Divergent Wealth Advisors Historic Quarter Change: USA Stocks, New

Divergent Wealth Advisors historic quarter change: USA Stocks, New

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.

  • Q2 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024AAPL
APPLE INC
United StatesCOM01,507+1,507$0$317,421+$317,4212024-07-17

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