Financial Perspectives, Inc historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 26 quarters from 2019-12-31 to 2026-06-30, Financial Perspectives, Inc opened 95 positions, added to 95, reduced 73 and sold out of 147.
- Q3 2025: Stock BIOVIE INC; Country of operation United States; Class CL A; Shares before 59.
- Q1 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 320.
- Q4 2024: Stock WOLFSPEED INC; Country of operation United States; Class COM; Shares before 12,943.
- Q1 2024: Stock BROOKFIELD INFRASTRUCTURE CO; Country of operation —; Class COM SB VTG SHS A; Shares before 29,408.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | BIOVIE INC
CUSIP 09074F405 | United States | CL A | 59 | 6 | -53 | $55 | $11 | -$44 | 2025-10-22 |
|---|
| Q1 2025 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 320 | 264 | -56 | $24,400 | $19,716 | -$4,684 | 2025-04-18 |
|---|
| Q4 2024 | WOLFSPEED INC
CUSIP 977852102 | United States | COM | 12,943 | 2,602 | -10,341 | $125,547 | $17,329 | -$108,218 | 2025-02-03 |
|---|
| Q1 2024 | BROOKFIELD INFRASTRUCTURE CO
CUSIP 11275Q107 | | COM SB VTG SHS A | 29,408 | 29,352 | -56 | $1,037,519 | $1,057,861 | +$20,342 | 2024-04-19 |
|---|
| Q1 2024 | VISTA OUTDOOR INC
CUSIP 928377100 | United States | COM | 529 | 72 | -457 | $15,646 | $2,360 | -$13,286 | 2024-04-19 |
|---|
| Q4 2023 | SENSEONICS HLDGS INC
CUSIP 81727U105 | United States | COM | 5,309 | 309 | -5,000 | $3,206 | $176 | -$3,030 | 2024-02-01 |
|---|
| Q4 2023 | VIRGIN GALACTIC HOLDINGS INC
CUSIP 92766K106 | United States | COM | 106 | 99 | -7 | $191 | $243 | +$52 | 2024-02-01 |
|---|
| Q1 2023 | CARNIVAL CORP
CUSIP 143658300 | | COMMON STOCK | 502 | 174 | -328 | $4,046 | $1,766 | -$2,280 | 2024-01-10 |
|---|
| Q4 2022 | BROOKFIELD RENEWABLE CORP
CUSIP 11284V105 | | CL A SUB VTG | 4,190 | 3,612 | -578 | $136,929 | $99,474 | -$37,455 | 2024-01-10 |
|---|
| Q4 2022 | VIRGIN GALACTIC HOLDINGS INC
CUSIP 92766K106 | United States | COM | 804 | 106 | -698 | $3,787 | $369 | -$3,418 | 2024-01-10 |
|---|
| Q4 2022 | ARCO PLATFORM LTD
CUSIP G04553106 | | COM CL A | 1,197 | 1,071 | -126 | $12,916 | $14,459 | +$1,543 | 2024-01-10 |
|---|
| Q4 2021 | ARCO PLATFORM LTD
CUSIP G04553106 | | COM CL A | 2,651 | 1,071 | -1,580 | $57,527 | $22,373 | -$35,154 | 2024-01-10 |
|---|
| Q4 2021 | ALTERYX INC
CUSIP 02156B103 | United States | COM CL A | 433 | 124 | -309 | $31,652 | $7,502 | -$24,150 | 2024-01-10 |
|---|
| Q4 2021 | GOLDMAN SACHS MLP ENERGY REN
CUSIP 38148G206 | | COM | 231 | 0 | -231 | $2,486 | $0 | -$2,486 | 2024-01-10 |
|---|
| Q4 2021 | ACTIVISION BLIZZARD INC
CUSIP 00507V109 | United States | COM | 59 | 33 | -26 | $4,579 | $2,207 | -$2,372 | 2024-01-10 |
|---|
| Q3 2021 | LINDE PLC
CUSIP G5494J103 | | SHS | 1,306 | 193 | -1,113 | $377,565 | $56,622 | -$320,943 | 2024-01-10 |
|---|
| Q3 2021 | TE CONNECTIVITY LTD
CUSIP H84989104 | | REG SHS | 1,311 | 151 | -1,160 | $177,260 | $20,720 | -$156,540 | 2024-01-10 |
|---|
| Q3 2021 | IHS MARKIT LTD
CUSIP G47567105 | | SHS | 2,755 | 1,830 | -925 | $310,330 | $213,373 | -$96,957 | 2024-01-10 |
|---|
| Q3 2021 | ARCO PLATFORM LTD
CUSIP G04553106 | | COM CL A | 3,191 | 2,651 | -540 | $97,836 | $57,527 | -$40,309 | 2024-01-10 |
|---|
| Q3 2021 | ATLASSIAN CORP PLC
CUSIP G06242104 | United States | CL A | 626 | 391 | -235 | $160,794 | $153,045 | -$7,749 | 2024-01-10 |
|---|
| Q3 2021 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 351 | 320 | -31 | $27,171 | $21,757 | -$5,414 | 2024-01-10 |
|---|
| Q2 2021 | LINDE PLC
CUSIP G5494J103 | | SHS | 365,863 | 1,306 | -364,557 | $1,306 | $377,565 | +$376,259 | 2024-01-10 |
|---|
| Q2 2021 | IHS MARKIT LTD
CUSIP G47567105 | | SHS | 266,579 | 2,755 | -263,824 | $2,754 | $310,330 | +$307,576 | 2024-01-10 |
|---|
| Q2 2021 | CREE INC
CUSIP 225447101 | | COM | 288,275 | 2,666 | -285,609 | $2,666 | $261,081 | +$258,415 | 2024-01-10 |
|---|
| Q2 2021 | TE CONNECTIVITY LTD
CUSIP H84989104 | | REG SHS | 169,263 | 1,311 | -167,952 | $1,311 | $177,260 | +$175,949 | 2024-01-10 |
|---|
| Q2 2021 | ATLASSIAN CORP PLC
CUSIP G06242104 | United States | CL A | 131,093 | 626 | -130,467 | $622 | $160,794 | +$160,172 | 2024-01-10 |
|---|
| Q2 2021 | SEAGEN INC
CUSIP 81181C104 | United States | COM | 106,367 | 766 | -105,601 | $766 | $120,936 | +$120,170 | 2024-01-10 |
|---|
| Q2 2021 | GENERAL ELECTRIC CO
CUSIP 369604103 | United States | COM | 124,474 | 8,980 | -115,494 | $9,480 | $120,875 | +$111,395 | 2024-01-10 |
|---|
| Q2 2021 | ARCO PLATFORM LTD
CUSIP G04553106 | | COM CL A | 80,860 | 3,191 | -77,669 | $3,191 | $97,836 | +$94,645 | 2024-01-10 |
|---|
| Q2 2021 | NUANCE COMMUNICATIONS INC
CUSIP 67020Y100 | | COM | 43,640 | 1,000 | -42,640 | $1,000 | $54,440 | +$53,440 | 2024-01-10 |
|---|
| Q2 2021 | SLACK TECHNOLOGIES INC
CUSIP 83088V102 | | COM CL A | 37,339 | 919 | -36,420 | $919 | $40,712 | +$39,793 | 2024-01-10 |
|---|
| Q2 2021 | ALTERYX INC
CUSIP 02156B103 | United States | COM CL A | 35,922 | 433 | -35,489 | $433 | $37,247 | +$36,814 | 2024-01-10 |
|---|
| Q2 2021 | VIRGIN GALACTIC HOLDINGS INC
CUSIP 92766K106 | United States | COM | 24,290 | 804 | -23,486 | $793 | $36,984 | +$36,191 | 2024-01-10 |
|---|
| Q2 2021 | ALLAKOS INC
CUSIP 01671P100 | United States | COM | 48,437 | 422 | -48,015 | $422 | $36,026 | +$35,604 | 2024-01-10 |
|---|
| Q2 2021 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 27,125 | 351 | -26,774 | $351 | $27,171 | +$26,820 | 2024-01-10 |
|---|
| Q2 2021 | CITRIX SYS INC
CUSIP 177376100 | | COM | 28,072 | 200 | -27,872 | $200 | $23,454 | +$23,254 | 2024-01-10 |
|---|
| Q2 2021 | VISTA OUTDOOR INC
CUSIP 928377100 | United States | COM | 14,660 | 457 | -14,203 | $457 | $21,156 | +$20,699 | 2024-01-10 |
|---|
| Q2 2021 | HANCOCK JAFFE LABORATORIES I
CUSIP 41015N304 | | COM NEW | 21,830 | 3,278 | -18,552 | $3,278 | $22,518 | +$19,240 | 2024-01-10 |
|---|
| Q2 2021 | VIACOMCBS INC
CUSIP 92556H206 | United States | CL B | 19,483 | 432 | -19,051 | $432 | $19,526 | +$19,094 | 2024-01-10 |
|---|
| Q2 2021 | SENSEONICS HLDGS INC
CUSIP 81727U105 | United States | COM | 14,017 | 5,309 | -8,708 | $5,309 | $20,388 | +$15,079 | 2024-01-10 |
|---|
| Q2 2021 | NEKTAR THERAPEUTICS
CUSIP 640268108 | United States | COM | 15,600 | 780 | -14,820 | $780 | $13,385 | +$12,605 | 2024-01-10 |
|---|
| Q2 2021 | WESTROCK CO
CUSIP 96145D105 | United States | COM | 11,659 | 224 | -11,435 | $224 | $11,921 | +$11,697 | 2024-01-10 |
|---|
| Q2 2021 | POLYMET MNG CORP
CUSIP 731916409 | United States | COM NEW | 9,480 | 3,000 | -6,480 | $3,000 | $10,830 | +$7,830 | 2024-01-10 |
|---|
| Q2 2021 | BUNGE LIMITED
CUSIP G16962105 | United States | COM | 7,927 | 100 | -7,827 | $100 | $7,815 | +$7,715 | 2024-01-10 |
|---|
| Q2 2021 | GWG HLDGS INC
CUSIP 36192A109 | | COM | 8,388 | 1,200 | -7,188 | $1,200 | $8,556 | +$7,356 | 2024-01-10 |
|---|
| Q2 2021 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 5,926 | 8 | -5,918 | $8 | $6,911 | +$6,903 | 2024-01-10 |
|---|
| Q2 2021 | BEYOND MEAT INC
CUSIP 08862E109 | United States | COM | 5,465 | 42 | -5,423 | $42 | $6,615 | +$6,573 | 2024-01-10 |
|---|
| Q2 2021 | MARLIN BUSINESS SVCS CORP
CUSIP 571157106 | | COM | 3,956 | 290 | -3,666 | $290 | $6,600 | +$6,310 | 2024-01-10 |
|---|
| Q2 2021 | ACTIVISION BLIZZARD INC
CUSIP 00507V109 | United States | COM | 5,487 | 59 | -5,428 | $59 | $5,648 | +$5,589 | 2024-01-10 |
|---|
| Q2 2021 | UNITED STATES STL CORP NEW
CUSIP 912909108 | United States | COM | 5,888 | 225 | -5,663 | $225 | $5,400 | +$5,175 | 2024-01-10 |
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| Q2 2021 | INTERSECT ENT INC
CUSIP 46071F103 | | COM | 6,452 | 309 | -6,143 | $309 | $5,281 | +$4,972 | 2024-01-10 |
|---|
| Q2 2021 | UNITI GROUP INC
CUSIP 91325V108 | United States | COM | 5,625 | 510 | -5,115 | $510 | $5,401 | +$4,891 | 2024-01-10 |
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| Q2 2021 | ARISTA NETWORKS INC
CUSIP 040413106 | United States | COM | 2,717 | 9 | -2,708 | $9 | $3,261 | +$3,252 | 2024-01-10 |
|---|
| Q2 2021 | ZYNGA INC
CUSIP 98986T108 | | CL A | 3,277 | 321 | -2,956 | $321 | $3,412 | +$3,091 | 2024-01-10 |
|---|
| Q2 2021 | GOLDMAN SACHS MLP ENERGY REN
CUSIP 38148G206 | | COM | 2,236 | 231 | -2,005 | $231 | $2,645 | +$2,414 | 2024-01-10 |
|---|
| Q2 2021 | NIKOLA CORP
CUSIP 654110105 | United States | COM | 1,736 | 125 | -1,611 | $125 | $2,258 | +$2,133 | 2024-01-10 |
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| Q2 2021 | NUVASIVE INC
CUSIP 670704105 | United States | COM | 2,032 | 31 | -2,001 | $31 | $2,101 | +$2,070 | 2024-01-10 |
|---|
| Q2 2021 | COUPA SOFTWARE INC
CUSIP 22266L106 | United States | COM | 1,781 | 7 | -1,774 | $7 | $1,835 | +$1,828 | 2024-01-10 |
|---|
| Q2 2021 | STERICYCLE INC
CUSIP 858912108 | United States | COM | 1,620 | 24 | -1,596 | $24 | $1,717 | +$1,693 | 2024-01-10 |
|---|
| Q2 2021 | ABIOMED INC
CUSIP 003654100 | | COM | 1,594 | 5 | -1,589 | $5 | $1,561 | +$1,556 | 2024-01-10 |
|---|
| Q2 2021 | ASENSUS SURGICAL INC
CUSIP 04367G103 | United States | COM | 2,322 | 714 | -1,608 | $714 | $2,264 | +$1,550 | 2024-01-10 |
|---|
| Q2 2021 | DYNATRONICS CORP
CUSIP 268157401 | | COM NEW | 8,245 | 7,170 | -1,075 | $7,170 | $8,604 | +$1,434 | 2024-01-10 |
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| Q2 2021 | AZEK CO INC
CUSIP 05478C105 | United States | CL A | 1,388 | 33 | -1,355 | $33 | $1,401 | +$1,368 | 2024-01-10 |
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| Q2 2021 | GUGGENHEIM ENHANCED EQT INCM
CUSIP 40167B100 | | COM | 490 | 68 | -422 | $68 | $585 | +$517 | 2024-01-10 |
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| Q2 2021 | MARATHON OIL CORP
CUSIP 565849106 | United States | COM | 310 | 29 | -281 | $29 | $395 | +$366 | 2024-01-10 |
|---|
| Q2 2021 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 114 | 2 | -112 | $2 | $110 | +$108 | 2024-01-10 |
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| Q2 2021 | SENESTECH INC
CUSIP 81720R208 | | COM NEW | 206 | 124 | -82 | $124 | $200 | +$76 | 2024-01-10 |
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| Q2 2021 | PLUS THERAPEUTICS INC
CUSIP 72941H400 | | COM NEW | 2 | 1 | -1 | $1 | $3 | +$2 | 2024-01-10 |
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| Q4 2020 | TCF FINL CORP
CUSIP 872307103 | | COM | 6,382 | 5,223 | -1,159 | $149,084 | $193,355 | +$44,271 | 2024-01-10 |
|---|
| Q4 2020 | CARDTRONICS PLC
CUSIP G1991C105 | | SHS CL A | 744 | 44 | -700 | $14,734 | $1,558 | -$13,176 | 2024-01-10 |
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| Q4 2020 | SENSEONICS HLDGS INC
CUSIP 81727U105 | United States | COM | 7,692 | 1,751 | -5,941 | $2,979 | $1,526 | -$1,453 | 2024-01-10 |
|---|
| Q2 2020 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 605 | 264 | -341 | $20,631 | $14,026 | -$6,605 | 2024-01-10 |
|---|
| Q2 2020 | ABIOMED INC
CUSIP 003654100 | | COM | 43 | 5 | -38 | $6,242 | $1,208 | -$5,034 | 2024-01-10 |
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