Financial Perspectives, Inc historic quarter change: Foreign ADRs, Sold out
In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), over 26 quarters from 2019-12-31 to 2026-06-30, Financial Perspectives, Inc opened 6 positions, added to 32, reduced 20 and sold out of 18.
- Q1 2026: Stock ASTRAZENECA PLC; Country of operation —; Class SPONSORED ADR; Shares before 1,864.
- Q4 2025: Stock TOTALENERGIES SE; Country of operation —; Class SPONSORED ADS; Shares before 132.
- Q1 2023: Stock TATA MTRS LTD; Country of operation —; Class SPONSORED ADR; Shares before 9.
- Q1 2023: Stock MICRO FOCUS INTL PLC; Country of operation —; Class SPON ADR NEW; Shares before 11.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2003287), 26 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-01); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-01-10); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-01-10); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-01-10); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-01-10); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-01-10); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-01-10); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-01-10); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-01-10); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-01-10); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-01-10); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-01-10); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-01-10); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-01-10); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-01-10); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-01-10). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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