FirstPurpose Wealth LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 12 positions, added to 44, reduced 59 and sold out of 10.
- Q1 2024: Stock HLF; Country of operation —; Class COM SHS; Shares before 0.
- Q1 2024: Stock COO; Country of operation United States; Class COM; Shares before 0.
- Q1 2024: Stock SNFCA; Country of operation United States; Class CL A NEW; Shares before 0.
- Q1 2024: Stock PAYC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1913420), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2024 | HLF
HERBALIFE LTD | | COM SHS | 0 | 59,955 | +59,955 | $0 | $515,613 | +$515,613 | 2024-04-23 |
|---|
| Q1 2024 | COO
COOPER COS INC | United States | COM | 0 | 4,026 | +4,026 | $0 | $388,509 | +$388,509 | 2024-04-23 |
|---|
| Q1 2024 | SNFCA
SECURITY NATL FINL CORP | United States | CL A NEW | 0 | 55,000 | +55,000 | $0 | $384,450 | +$384,450 | 2024-04-23 |
|---|
| Q1 2024 | PAYC
PAYCOM SOFTWARE INC | United States | COM | 0 | 1,196 | +1,196 | $0 | $243,185 | +$243,185 | 2024-04-23 |
|---|
| Q1 2024 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 0 | 1,298 | +1,298 | $0 | $236,184 | +$236,184 | 2024-04-23 |
|---|
| Q1 2024 | CP
CANADIAN PACIFIC KANSAS CITY | | COM | 0 | 2,611 | +2,611 | $0 | $229,977 | +$229,977 | 2024-04-23 |
|---|
| Q1 2024 | WM
WASTE MGMT INC DEL | United States | COM | 0 | 1,082 | +1,082 | $0 | $225,272 | +$225,272 | 2024-04-23 |
|---|
| Q1 2024 | LLY
ELI LILLY & CO | United States | COM | 0 | 293 | +293 | $0 | $223,260 | +$223,260 | 2024-04-23 |
|---|
| Q1 2024 | CAT
CATERPILLAR INC | United States | COM | 0 | 580 | +580 | $0 | $215,801 | +$215,801 | 2024-04-23 |
|---|
| Q1 2024 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 0 | 4,279 | +4,279 | $0 | $215,191 | +$215,191 | 2024-04-23 |
|---|
| Q1 2024 | LIN
LINDE PLC | United Kingdom | SHS | 0 | 456 | +456 | $0 | $205,423 | +$205,423 | 2024-04-23 |
|---|
| Q1 2024 | BAX
BAXTER INTL INC | United States | COM | 0 | 4,849 | +4,849 | $0 | $203,658 | +$203,658 | 2024-04-23 |
|---|
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