Financial Advisory Group quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Financial Advisory Group opened 5 positions, added to 13, reduced 12, sold out of 1 and left 18 unchanged. The largest increase in value was NVDA (+$700,032); the largest decrease was AAPL (-$1,687,171).
- AAPL: Country of operation United States; Class COM; Shares 2023-12-31 78,531; Shares 2024-03-31 78,332.
- MSFT: Country of operation United States; Class COM; Shares 2023-12-31 7,275; Shares 2024-03-31 7,245.
- AMZN: Country of operation United States; Class COM; Shares 2023-12-31 11,386; Shares 2024-03-31 11,286.
- TSLA: Country of operation United States; Class COM; Shares 2023-12-31 3,705; Shares 2024-03-31 3,683.
Two Form 13F-HR filings compared (SEC CIK 1539338): 2023-12-31 (filed 2024-02-13) and 2024-03-31 (filed 2024-05-10). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||