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Geller Advisors LLC Historic Quarter Change: USA Stocks, Added, 2016 Q3

Geller Advisors LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 17 quarters from 2013-06-30 to 2024-12-31, Geller Advisors LLC opened 92 positions, added to 402, reduced 377 and sold out of 93.

  • Q3 2016: Stock BSX; Country of operation United States; Class COM; Shares before 2,757,666.
  • Q3 2016: Stock MSFT; Country of operation United States; Class COM; Shares before 8,900.
  • Q3 2016: Stock PFE; Country of operation United States; Class COM; Shares before 7,655.
  • Q3 2016: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 1,400.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1354739), 17 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-06); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-05); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). 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 2005-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016BSX
BOSTON SCIENTIFIC CORP
United StatesCOM2,757,6662,759,898+2,232$64,447,000$65,686,000+$1,239,0002016-11-14
Q3 2016MSFT
MICROSOFT CORP
United StatesCOM8,90012,629+3,729$455,000$727,000+$272,0002016-11-14
Q3 2016PFE
PFIZER INC
United StatesCOM7,65512,570+4,915$270,000$426,000+$156,0002016-11-14
Q3 2016BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW1,4002,358+958$203,000$341,000+$138,0002016-11-14
Q3 2016JNJ
JOHNSON & JOHNSON
United StatesCOM29,05530,756+1,701$3,524,000$3,633,000+$109,0002016-11-14
Q3 2016LMT
LOCKHEED MARTIN CORP
United StatesCOM1,7602,031+271$437,000$487,000+$50,0002016-11-14
Q3 2016XOMXXXX
EXXON MOBIL CORP
COM5,5225,606+84$518,000$489,000-$29,0002016-11-14
Q3 2016ED
CONSOLIDATED EDISON INC
United StatesCOM6,0356,183+148$485,000$466,000-$19,0002016-11-14
Q3 2016CHD
CHURCH & DWIGHT INC
United StatesCOM2,4004,800+2,400$247,000$230,000-$17,0002016-11-14
Q3 2016CVS
CVS HEALTH CORP
United StatesCOM3,1003,502+402$297,000$312,000+$15,0002016-11-14

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