Executive Wealth Management, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-09-30 to 2024-12-31, Executive Wealth Management, LLC opened 0 positions, added to 1, reduced 2, sold out of 0 and left 0 unchanged. The largest increase in value was TSM (+$162,000); the largest decrease was NVO (-$727,966).
- NVO: Country of operation —; Class ADR; Shares 2024-09-30 20,298; Shares 2024-12-31 19,634.
- NOK: Country of operation —; Class SPONSORED ADR; Shares 2024-09-30 33,988; Shares 2024-12-31 31,488.
Two Form 13F-HR filings compared (SEC CIK 1542611): 2024-09-30 (filed 2024-11-15) and 2024-12-31 (filed 2025-02-13). 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; share change is the position change.
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