Advertisement
Screener

EXECUTIVE WEALTH GROUP LLC Historic Quarter Change: USA Stocks, Added, 2021 Q4

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.

  • Q4 2021: Stock AAPL; Country of operation United States; Class COM; Shares before 8,285.
  • Q4 2021: Stock COST; Country of operation United States; Class COM; Shares before 999.
  • Q4 2021: Stock RY; Country of operation —; Class COM; Shares before 9,279.
  • Q4 2021: Stock V; Country of operation United States; Class COM CL A; Shares before 9,627.

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
Q4 2021AAPL
APPLE INC
United StatesCOM8,2858,295+10$1,172,347$1,472,935+$300,5882024-03-12
Q4 2021COST
COSTCO WHSL CORP NEW
United StatesCOM9991,000+1$449,045$567,475+$118,4302024-03-12
Q4 2021RY
ROYAL BK CDA
COM9,2799,345+66$921,929$993,006+$71,0772024-03-12
Q4 2021V
VISA INC
United StatesCOM CL A9,6279,629+2$2,144,411$2,086,675-$57,7362024-03-12
Q4 2021MO
ALTRIA GROUP INC
United StatesCOM15,54715,846+299$707,708$750,935+$43,2272024-03-12
Q4 2021INTC
INTEL CORP
United StatesCOM5,6755,692+17$302,389$293,123-$9,2662024-03-12
Q4 2021MS
MORGAN STANLEY
United StatesCOM NEW4,6444,677+33$451,882$459,062+$7,1802024-03-12
Q4 2021PM
PHILIP MORRIS INTL INC
United StatesCOM2,5352,568+33$240,336$243,992+$3,6562024-03-12

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet