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EXECUTIVE WEALTH GROUP LLC Historic Quarter Change: USA Stocks, Added, 2019 Q1

EXECUTIVE WEALTH GROUP LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 25 quarters from 2017-12-31 to 2024-03-31, EXECUTIVE WEALTH GROUP LLC opened 26 positions, added to 208, reduced 29 and sold out of 9.

  • Q1 2019: Stock BA; Country of operation United States; Class COM; Shares before 44,038.
  • Q1 2019: Stock MSFT; Country of operation United States; Class COM; Shares before 27,939.
  • Q1 2019: Stock SBUX; Country of operation United States; Class COM; Shares before 27,670.
  • Q1 2019: Stock V; Country of operation United States; Class COM CL A; Shares before 9,642.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2014165), 25 quarters: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-03-12); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-03-12); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-03-12); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-03-12); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-03-12); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-03-12); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-03-12); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-03-12); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-03-12); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-03-12); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-03-12); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-03-12); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-03-12); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-03-12); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-03-12); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-03-12); Q4 2019 (2019-09-30 to 2019-12-31, filed 2024-03-12); Q3 2019 (2019-06-30 to 2019-09-30, filed 2024-03-12); Q2 2019 (2019-03-31 to 2019-06-30, filed 2024-03-12); Q1 2019 (2018-12-31 to 2019-03-31, filed 2024-03-12); Q4 2018 (2018-09-30 to 2018-12-31, filed 2024-03-12); Q3 2018 (2018-06-30 to 2018-09-30, filed 2024-03-12); Q2 2018 (2018-03-31 to 2018-06-30, filed 2024-03-12); Q1 2018 (2017-12-31 to 2018-03-31, filed 2024-03-12). 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
Q1 2019BA
BOEING CO
United StatesCOM44,03866,761+22,723$14,202,173$25,464,118+$11,261,9452024-03-12
Q1 2019MSFT
MICROSOFT CORP
United StatesCOM27,93927,985+46$2,837,802$3,300,520+$462,7182024-03-12
Q1 2019SBUX
STARBUCKS CORP
United StatesCOM27,67027,799+129$1,781,958$2,066,613+$284,6552024-03-12
Q1 2019V
VISA INC
United StatesCOM CL A9,6429,644+2$1,272,176$1,506,261+$234,0852024-03-12
Q1 2019AAPL
APPLE INC
United StatesCOM3,6593,673+14$577,186$697,724+$120,5382024-03-12
Q1 2019INTC
INTEL CORP
United StatesCOM5,6025,616+14$262,920$301,555+$38,6352024-03-12

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