Executive Wealth Management, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Executive Wealth Management, LLC opened 118 positions, added to 189, reduced 143 and sold out of 101.
- Q4 2024: Stock ELV; Country of operation United States; Class COM; Shares before 20,963.
- Q4 2024: Stock CP; Country of operation —; Class COM; Shares before 35,819.
- Q4 2024: Stock RPRX; Country of operation United States; Class SHS CLASS A; Shares before 74,700.
- Q4 2024: Stock MRVL; Country of operation United States; Class COM; Shares before 27,436.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1542611), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2018-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||