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FLAGSHIP WEALTH ADVISORS, LLC Historic Quarter Change: USA Stocks, Reduced

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FLAGSHIP WEALTH ADVISORS, LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, FLAGSHIP WEALTH ADVISORS, LLC opened 203 positions, added to 267, reduced 183 and sold out of 131.

  • Q2 2026: Stock GS; Country of operation United States; Class Common Stock; Shares before 441.
  • Q2 2026: Stock T; Country of operation United States; Class Common Stock; Shares before 11,085.
  • Q2 2026: Stock PYPL; Country of operation United States; Class Common Stock; Shares before 1,106.
  • Q2 2026: Stock HPQ; Country of operation United States; Class Common Stock; Shares before 3,505.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2036117), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12). 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 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026GS
GOLDMAN SACHS GROUP INC		United StatesCommon Stock441170-271$312,123$171,933-$140,1902026-07-27
Q2 2026T
AT&T INC		United StatesCommon Stock11,08510,664-421$320,800$220,745-$100,0552026-07-27
Q2 2026PYPL
PAYPAL HLDGS INC		United StatesCommon Stock1,10650-1,056$82,198$2,178-$80,0202026-07-27
Q2 2026HPQ
HP INC		United StatesCommon Stock3,505593-2,912$85,733$13,010-$72,7232026-07-27
Q2 2026PFGC
PERFORMANCE FOOD GROUP CO		United StatesCommon Stock3,0002,950-50$262,410$329,780+$67,3702026-07-27
Q2 2026TGT
TARGET CORP		United StatesCommon Stock753148-605$74,235$19,290-$54,9452026-07-27
Q2 2026SYK
STRYKER CORPORATION		United StatesCommon Stock230130-100$90,995$40,929-$50,0662026-07-27
Q2 2026WELL
WELLTOWER INC		United StatesCommon Stock715675-40$109,917$153,205+$43,2882026-07-27
Q2 2026ALL
ALLSTATE CORP		United StatesCommon Stock1,4931,370-123$300,556$325,978+$25,4222026-07-27
Q2 2026LMT
LOCKHEED MARTIN CORP		United StatesCommon Stock529444-85$245,000$226,200-$18,8002026-07-27
Q2 2026PFE
PFIZER INC		United StatesCommon Stock15,83115,206-625$383,738$366,155-$17,5832026-07-27
Q2 2026ELV
ELEVANCE HEALTH INC FORMERLY		United StatesCommon Stock7031-39$27,227$11,989-$15,2382026-07-27
Q2 2026CAT
CATERPILLAR INC		United StatesCommon Stock7340-33$28,339$42,596+$14,2572026-07-27
Q2 2026UL
UNILEVER PLC		Common Stock1,071952-119$65,513$57,234-$8,2792026-07-27

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