EWG Elevate Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, EWG Elevate Inc. opened 32 positions, added to 106, reduced 77 and sold out of 28.
- Q3 2024: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 24,826.
- Q3 2024: Stock CVX; Country of operation United States; Class COM; Shares before 1,778.
- Q3 2024: Stock ABBV; Country of operation United States; Class COM; Shares before 3,579.
- Q3 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 5,645.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1765278), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). 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 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 24,826 | 26,520 | +1,694 | $5,337,838 | $6,445,951 | +$1,108,113 | 2024-10-07 |
|---|
| Q3 2024 | CVX
CHEVRON CORP NEW | United States | COM | 1,778 | 2,666 | +888 | $278,117 | $392,551 | +$114,434 | 2024-10-07 |
|---|
| Q3 2024 | ABBV
ABBVIE INC | United States | COM | 3,579 | 3,585 | +6 | $613,870 | $707,966 | +$94,096 | 2024-10-07 |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 5,645 | 5,663 | +18 | $2,522,974 | $2,436,600 | -$86,374 | 2024-10-07 |
|---|
| Q3 2024 | SO
SOUTHERN CO | United States | COM | 4,655 | 4,664 | +9 | $361,088 | $420,600 | +$59,512 | 2024-10-07 |
|---|
| Q3 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,160 | 1,167 | +7 | $200,622 | $258,000 | +$57,378 | 2024-10-07 |
|---|
| Q3 2024 | ARCC
ARES CAPITAL CORP | United States | COM | 140,926 | 142,544 | +1,618 | $2,936,898 | $2,984,872 | +$47,974 | 2024-10-07 |
|---|
| Q3 2024 | WMT
WALMART INC | United States | COM | 3,292 | 3,328 | +36 | $222,874 | $268,707 | +$45,833 | 2024-10-07 |
|---|
| Q3 2024 | ORCL
ORACLE CORP | United States | COM | 1,421 | 1,431 | +10 | $200,668 | $243,773 | +$43,105 | 2024-10-07 |
|---|
| Q3 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,544 | 3,784 | +240 | $407,982 | $443,520 | +$35,538 | 2024-10-07 |
|---|
| Q3 2024 | MCO
MOODYS CORP | United States | COM | 622 | 623 | +1 | $261,818 | $295,670 | +$33,852 | 2024-10-07 |
|---|
| Q3 2024 | SRE
SEMPRA | United States | COM | 2,807 | 2,817 | +10 | $213,464 | $235,545 | +$22,081 | 2024-10-07 |
|---|
| Q3 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 1,151 | 1,207 | +56 | $232,801 | $254,508 | +$21,707 | 2024-10-07 |
|---|
| Q3 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 8,960 | 9,024 | +64 | $1,106,924 | $1,095,878 | -$11,046 | 2024-10-07 |
|---|
| Q3 2024 | APH
AMPHENOL CORP NEW | United States | CL A | 5,586 | 5,614 | +28 | $376,329 | $365,808 | -$10,521 | 2024-10-07 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,190 | 1,305 | +115 | $216,774 | $216,453 | -$321 | 2024-10-07 |
|---|
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