Executive Wealth Management, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Executive Wealth Management, LLC opened 14 positions, added to 58, reduced 60, sold out of 12 and left 8 unchanged. The largest increase in value was BLK (+$10,465,149); the largest decrease was ELV (-$10,900,796).
- ELV: Country of operation United States; Class COM; Shares 2024-09-30 20,963; Shares 2024-12-31 0.
- CP: Country of operation —; Class COM; Shares 2024-09-30 35,819; Shares 2024-12-31 0.
- RPRX: Country of operation United States; Class SHS CLASS A; Shares 2024-09-30 74,700; Shares 2024-12-31 0.
- MRVL: Country of operation United States; Class COM; Shares 2024-09-30 27,436; Shares 2024-12-31 0.
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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