FUTURE YOU WEALTH LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 2 quarters from 2024-12-31 to 2025-06-30, FUTURE YOU WEALTH LLC opened 7 positions, added to 9, reduced 12 and sold out of 3.
- Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 4,710.
- Q2 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 10,056.
- Q2 2025: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 3,038.
- Q2 2025: Stock PG; Country of operation United States; Class COM; Shares before 1,509.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055142), 2 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02). 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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 4,710 | 4,616 | -94 | $1,767,993 | $2,295,911 | +$527,918 | 2025-07-31 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 10,056 | 9,917 | -139 | $2,233,733 | $2,034,715 | -$199,018 | 2025-07-31 |
|---|
| Q2 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 3,038 | 2,961 | -77 | $875,433 | $902,689 | +$27,256 | 2025-07-31 |
|---|
| Q2 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,509 | 1,493 | -16 | $257,164 | $237,865 | -$19,299 | 2025-07-31 |
|---|
| Q1 2025 | AAPL
APPLE INC | United States | COM | 10,374 | 10,056 | -318 | $2,597,976 | $2,233,733 | -$364,243 | 2025-05-02 |
|---|
| Q1 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 6,615 | 5,041 | -1,574 | $888,328 | $546,344 | -$341,984 | 2025-05-02 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 4,779 | 4,710 | -69 | $2,014,257 | $1,767,993 | -$246,264 | 2025-05-02 |
|---|
| Q1 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 4,125 | 3,038 | -1,087 | $998,774 | $875,433 | -$123,341 | 2025-05-02 |
|---|
| Q1 2025 | PKG
PACKAGING CORP AMER | United States | COM | 2,380 | 2,340 | -40 | $535,809 | $463,367 | -$72,442 | 2025-05-02 |
|---|
| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,608 | 1,605 | -3 | $304,412 | $248,211 | -$56,201 | 2025-05-02 |
|---|
| Q1 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,596 | 1,509 | -87 | $267,569 | $257,164 | -$10,405 | 2025-05-02 |
|---|
| Q1 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 1,615 | 1,587 | -28 | $387,029 | $389,186 | +$2,157 | 2025-05-02 |
|---|
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