FirstPurpose Wealth LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 12 positions, added to 44, reduced 59, sold out of 10 and left 8 unchanged. The largest increase in value was GLDM (+$663,112); the largest decrease was NOC (-$1,940,908).
- HLF: Country of operation —; Class COM SHS; Shares 2023-12-31 0; Shares 2024-03-31 59,955.
- COO: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 4,026.
- SNFCA: Country of operation United States; Class CL A NEW; Shares 2023-12-31 0; Shares 2024-03-31 55,000.
- PAYC: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 1,196.
Two Form 13F-HR filings compared (SEC CIK 1913420): 2023-12-31 (filed 2024-04-23) and 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; share change is the position change.
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