Advertisement
Screener

EXECUTIVE WEALTH GROUP LLC Historic Quarter Change: USA Stocks, New

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

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 2024: Stock WMT; Country of operation United States; Class COM; Shares before 0.
  • Q1 2024: Stock UPS; Country of operation United States; Class CL B; Shares before 0.
  • Q1 2024: Stock VZ; Country of operation United States; Class COM; Shares before 0.
  • Q1 2024: Stock XYZ; Country of operation United States; Class CL A; Shares before 0.

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 2024WMT
WALMART INC
United StatesCOM08,400+8,400$0$625,908+$625,9082024-04-11
Q1 2024UPS
UNITED PARCEL SERVICE INC
United StatesCL B02,658+2,658$0$388,767+$388,7672024-04-11
Q1 2024VZ
VERIZON COMMUNICATIONS INC
United StatesCOM09,381+9,381$0$388,735+$388,7352024-04-11
Q1 2024XYZ
BLOCK INC
United StatesCL A04,500+4,500$0$343,590+$343,5902024-04-11
Q1 2024IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM01,500+1,500$0$279,825+$279,8252024-04-11
Q1 2024PFE
PFIZER INC
United StatesCOM010,218+10,218$0$277,214+$277,2142024-04-11
Q1 2024T
AT&T INC
United StatesCOM012,532+12,532$0$218,137+$218,1372024-04-11
Q1 2024NVDA
NVIDIA CORPORATION
United StatesCOM0250+250$0$211,840+$211,8402024-04-11
Q1 2024F
FORD MTR CO DEL
United StatesCOM014,506+14,506$0$181,098+$181,0982024-04-11
Q3 2023INTC
INTEL CORP
United StatesCOM05,839+5,839$0$207,577+$207,5772024-03-12
Q2 2023META
META PLATFORMS INC
United StatesCL A0900+900$0$258,282+$258,2822024-03-12
Q2 2023HLTHQ
CUE HEALTH INC
United StatesCOM014,080+14,080$0$5,196+$5,1962024-03-12
Q4 2021PFE
PFIZER INC
United StatesCOM03,406+3,406$0$201,124+$201,1242024-03-12
Q2 2021AEE
AMEREN CORP
United StatesCOM04,513+4,513$0$361,221+$361,2212024-03-12
Q4 2020PM
PHILIP MORRIS INTL INC
United StatesCOM02,437+2,437$0$201,746+$201,7462024-03-12
Q3 2020XYZ
SQUARE INC
United StatesCL A01,500+1,500$0$243,825+$243,8252024-03-12
Q2 2020ALK
ALASKA AIR GROUP INC
United StatesCOM07,208+7,208$0$261,362+$261,3622024-03-12
Q2 2020MS
MORGAN STANLEY
United StatesCOM NEW04,513+4,513$0$217,986+$217,9862024-03-12
Q2 2020META
FACEBOOK INC
United StatesCL A0900+900$0$204,363+$204,3632024-03-12
Q1 2020MO
ALTRIA GROUP INC
United StatesCOM013,018+13,018$0$503,395+$503,3952024-03-12
Q4 2019RY
ROYAL BK CDA MONTREAL QUE
COM08,749+8,749$0$691,342+$691,3422024-03-12
Q4 2019MS
MORGAN STANLEY
United StatesCOM NEW04,443+4,443$0$227,129+$227,1292024-03-12
Q2 2019ALK
ALASKA AIR GROUP INC
United StatesCOM03,669+3,669$0$234,486+$234,4862024-03-12
Q1 2019ADNT
ADIENT PLC
IrelandORD SHS017,179+17,179$0$222,640+$222,6402024-03-12
Q1 2019COST
COSTCO WHSL CORP NEW
United StatesCOM0889+889$0$215,230+$215,2302024-03-12
Q3 2018COST
COSTCO WHSL CORP NEW
United StatesCOM0887+887$0$208,225+$208,2252024-03-12

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet