Global Wealth Management Investment Advisory, Inc. historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Global Wealth Management Investment Advisory, Inc. opened 1 positions, added to 6, reduced 3 and sold out of 15.
- Q4 2024: Stock BP; Country of operation —; Class SPONSORED ADR; Shares before 97,684.
- Q3 2024: Stock BP; Country of operation —; Class SPONSORED ADR; Shares before 77,019.
- Q3 2024: Stock NVO; Country of operation —; Class ADR; Shares before 11,058.
- Q2 2024: Stock NVO; Country of operation —; Class ADR; Shares before 10,684.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767855), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2018-12-31.
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