FirstPurpose Wealth LLC historic quarter change: USA Stocks, Sold out
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 NOC; Country of operation United States; Class COM; Shares before 4,146.
- Q1 2024: Stock PYPL; Country of operation United States; Class COM; Shares before 9,317.
- Q1 2024: Stock GILD; Country of operation United States; Class COM; Shares before 2,856.
- Q1 2024: Stock TDY; Country of operation United States; Class COM; Shares before 486.
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.
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