Goldstein Munger & Associates historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 27 quarters from 2009-12-31 to 2016-09-30, Goldstein Munger & Associates opened 15 positions, added to 59, reduced 37 and sold out of 12.
- Q3 2016: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 61,429.
- Q2 2016: Stock AMZN; Country of operation United States; Class COM; Shares before 400.
- Q1 2016: Stock AAPL; Country of operation United States; Class COM; Shares before 7,551.
- Q4 2015: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 67,858.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1570251), 27 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-18); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-21); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-19); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-25); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-23); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-07); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-08-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2014-08-07); Q2 2013 (2013-03-31 to 2013-06-30, filed 2014-08-07); Q1 2013 (2012-12-31 to 2013-03-31, filed 2014-08-01); Q4 2012 (2012-09-30 to 2012-12-31, filed 2014-08-01); Q3 2012 (2012-06-30 to 2012-09-30, filed 2014-07-31); Q2 2012 (2012-03-31 to 2012-06-30, filed 2014-07-31); Q1 2012 (2011-12-31 to 2012-03-31, filed 2014-07-31); Q4 2011 (2011-09-30 to 2011-12-31, filed 2014-07-31); Q3 2011 (2011-06-30 to 2011-09-30, filed 2014-07-22); Q2 2011 (2011-03-31 to 2011-06-30, filed 2014-07-22); Q1 2011 (2010-12-31 to 2011-03-31, filed 2014-07-15); Q4 2010 (2010-09-30 to 2010-12-31, filed 2014-06-27); Q3 2010 (2010-06-30 to 2010-09-30, filed 2014-06-23); Q2 2010 (2010-03-31 to 2010-06-30, filed 2014-06-23); Q1 2010 (2009-12-31 to 2010-03-31, filed 2014-06-12). 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 2014-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 61,429 | 62,138 | +709 | $7,769,000 | $7,807,000 | +$38,000 | 2016-10-18 |
|---|
| Q2 2016 | AMZN
AMAZON COM INC | United States | COM | 400 | 451 | +51 | $237,000 | $323,000 | +$86,000 | 2016-07-21 |
|---|
| Q1 2016 | AAPL
APPLE INC | United States | COM | 7,551 | 7,601 | +50 | $795,000 | $828,000 | +$33,000 | 2016-04-19 |
|---|
| Q4 2015 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 67,858 | 74,358 | +6,500 | $7,251,000 | $7,544,000 | +$293,000 | 2016-01-25 |
|---|
| Q4 2015 | AAPL
APPLE INC | United States | COM | 7,550 | 7,551 | +1 | $833,000 | $795,000 | -$38,000 | 2016-01-25 |
|---|
| Q3 2015 | AAPL
APPLE INC | United States | COM | 7,549 | 7,550 | +1 | $947,000 | $833,000 | -$114,000 | 2015-11-03 |
|---|
| Q3 2015 | CROX
CROCS INC | United States | COM | 73,428 | 80,095 | +6,667 | $1,080,000 | $1,035,000 | -$45,000 | 2015-11-03 |
|---|
| Q2 2015 | CROX
CROCS INC | United States | COM | 72,264 | 73,428 | +1,164 | $853,000 | $1,080,000 | +$227,000 | 2015-08-04 |
|---|
| Q2 2015 | AAPL
APPLE INC | United States | COM | 7,548 | 7,549 | +1 | $939,000 | $947,000 | +$8,000 | 2015-08-04 |
|---|
| Q1 2015 | AAPL
APPLE INC | United States | COM | 7,113 | 7,548 | +435 | $785,000 | $939,000 | +$154,000 | 2015-04-13 |
|---|
| Q1 2015 | CROX
CROCS INC | United States | COM | 71,100 | 72,264 | +1,164 | $888,000 | $853,000 | -$35,000 | 2015-04-13 |
|---|
| Q4 2014 | AAPL
APPLE INC | United States | COM | 7,040 | 7,113 | +73 | $709,000 | $785,000 | +$76,000 | 2015-02-03 |
|---|
| Q4 2014 | CROX
CROCS INC | United States | COM | 69,937 | 71,100 | +1,163 | $880,000 | $888,000 | +$8,000 | 2015-02-03 |
|---|
| Q3 2014 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 96,251 | 96,288 | +37 | $12,324,000 | $11,190,000 | -$1,134,000 | 2014-10-23 |
|---|
| Q3 2014 | CROX
CROCS INC | United States | COM | 68,774 | 69,937 | +1,163 | $1,034,000 | $880,000 | -$154,000 | 2014-10-23 |
|---|
| Q3 2014 | AAPL
APPLE INC | United States | COM | 7,000 | 7,040 | +40 | $651,000 | $709,000 | +$58,000 | 2014-10-23 |
|---|
| Q2 2014 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 91,360 | 96,251 | +4,891 | $11,293,000 | $12,324,000 | +$1,031,000 | 2014-08-07 |
|---|
| Q2 2014 | WFC
WELLS FARGO & CO NEW | United States | COM | 4,900 | 6,900 | +2,000 | $244,000 | $363,000 | +$119,000 | 2014-08-07 |
|---|
| Q2 2014 | CROX
CROCS INC | United States | COM | 60,011 | 68,774 | +8,763 | $936,000 | $1,034,000 | +$98,000 | 2014-08-07 |
|---|
| Q1 2014 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 89,448 | 91,360 | +1,912 | $10,387,000 | $11,293,000 | +$906,000 | 2014-05-14 |
|---|
| Q1 2014 | CROX
CROCS INC | United States | COM | 57,897 | 60,011 | +2,114 | $922,000 | $936,000 | +$14,000 | 2014-05-14 |
|---|
| Q4 2013 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 65,342 | 89,448 | +24,106 | $8,376,000 | $10,387,000 | +$2,011,000 | 2014-08-07 |
|---|
| Q4 2013 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 46,140 | 46,340 | +200 | $5,237,000 | $5,494,000 | +$257,000 | 2014-08-07 |
|---|
| Q4 2013 | CROX
CROCS INC | United States | COM | 55,783 | 57,897 | +2,114 | $759,000 | $922,000 | +$163,000 | 2014-08-07 |
|---|
| Q3 2013 | CROX
CROCS INC | United States | COM | 53,670 | 55,783 | +2,113 | $886,000 | $759,000 | -$127,000 | 2014-08-07 |
|---|
| Q3 2013 | INTC
INTEL CORP | United States | COM | 192,088 | 207,088 | +15,000 | $4,654,000 | $4,747,000 | +$93,000 | 2014-08-07 |
|---|
| Q2 2013 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 48,603 | 71,143 | +22,540 | $7,508,000 | $8,474,000 | +$966,000 | 2014-08-07 |
|---|
| Q2 2013 | CROX
CROCS INC | United States | COM | 45,506 | 53,670 | +8,164 | $674,000 | $886,000 | +$212,000 | 2014-08-07 |
|---|
| Q1 2013 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 39,718 | 48,603 | +8,885 | $6,435,000 | $7,508,000 | +$1,073,000 | 2014-08-01 |
|---|
| Q1 2013 | AAPL
APPLE INC | United States | COM | 1,335 | 1,337 | +2 | $710,000 | $592,000 | -$118,000 | 2014-08-01 |
|---|
| Q1 2013 | CROX
CROCS INC | United States | COM | 43,381 | 45,506 | +2,125 | $624,000 | $674,000 | +$50,000 | 2014-08-01 |
|---|
| Q4 2012 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 35,187 | 39,718 | +4,531 | $6,048,000 | $6,435,000 | +$387,000 | 2014-08-01 |
|---|
| Q4 2012 | CROX
CROCS INC | United States | COM | 41,258 | 43,381 | +2,123 | $669,000 | $624,000 | -$45,000 | 2014-08-01 |
|---|
| Q3 2012 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 32,620 | 35,187 | +2,567 | $5,062,000 | $6,048,000 | +$986,000 | 2014-07-31 |
|---|
| Q3 2012 | CROX
CROCS INC | United States | COM | 31,945 | 41,258 | +9,313 | $516,000 | $669,000 | +$153,000 | 2014-07-31 |
|---|
| Q2 2012 | INTC
INTEL CORP | United States | COM | 660,688 | 835,688 | +175,000 | $18,575,000 | $22,271,000 | +$3,696,000 | 2014-07-31 |
|---|
| Q2 2012 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 29,542 | 32,620 | +3,078 | $4,789,000 | $5,062,000 | +$273,000 | 2014-07-31 |
|---|
| Q2 2012 | CROX
CROCS INC | United States | COM | 30,948 | 31,945 | +997 | $647,000 | $516,000 | -$131,000 | 2014-07-31 |
|---|
| Q1 2012 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 14,018 | 29,542 | +15,524 | $2,131,000 | $4,789,000 | +$2,658,000 | 2014-07-31 |
|---|
| Q1 2012 | AAPL
APPLE INC | United States | COM | 1,000 | 1,753 | +753 | $405,000 | $1,051,000 | +$646,000 | 2014-07-31 |
|---|
| Q1 2012 | CROX
CROCS INC | United States | COM | 29,702 | 30,948 | +1,246 | $439,000 | $647,000 | +$208,000 | 2014-07-31 |
|---|
| Q4 2011 | INTC
INTEL CORP | United States | COM | 460,676 | 660,688 | +200,012 | $9,829,000 | $16,022,000 | +$6,193,000 | 2014-07-31 |
|---|
| Q4 2011 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 9,548 | 14,018 | +4,470 | $1,509,000 | $2,131,000 | +$622,000 | 2014-07-31 |
|---|
| Q4 2011 | CROX
CROCS INC | United States | COM | 28,583 | 29,702 | +1,119 | $677,000 | $439,000 | -$238,000 | 2014-07-31 |
|---|
| Q3 2011 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 78,262 | 84,248 | +5,986 | $6,057,000 | $5,985,000 | -$72,000 | 2014-07-22 |
|---|
| Q3 2011 | CROX
CROCS INC | United States | COM | 24,249 | 28,583 | +4,334 | $624,000 | $677,000 | +$53,000 | 2014-07-22 |
|---|
| Q2 2011 | INTC
INTEL CORP | United States | COM | 460,676 | 460,860 | +184 | $9,296,000 | $10,213,000 | +$917,000 | 2014-07-22 |
|---|
| Q2 2011 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 74,234 | 78,262 | +4,028 | $6,208,000 | $6,057,000 | -$151,000 | 2014-07-22 |
|---|
| Q2 2011 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 9,411 | 9,954 | +543 | $1,316,000 | $1,453,000 | +$137,000 | 2014-07-22 |
|---|
| Q2 2011 | AAPL
APPLE INC | United States | COM | 1,000 | 1,310 | +310 | $349,000 | $440,000 | +$91,000 | 2014-07-22 |
|---|
| Q1 2011 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 5,508 | 9,411 | +3,903 | $764,000 | $1,316,000 | +$552,000 | 2014-07-15 |
|---|
| Q1 2011 | CROX
CROCS INC | United States | COM | 42,831 | 45,165 | +2,334 | $733,000 | $806,000 | +$73,000 | 2014-07-15 |
|---|
| Q4 2010 | CROX
CROCS INC | United States | COM | 40,497 | 42,831 | +2,334 | $526,000 | $733,000 | +$207,000 | 2014-06-27 |
|---|
| Q4 2010 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 71,196 | 74,461 | +3,265 | $5,886,000 | $5,965,000 | +$79,000 | 2014-06-27 |
|---|
| Q3 2010 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 68,567 | 71,196 | +2,629 | $5,464,000 | $5,886,000 | +$422,000 | 2014-06-23 |
|---|
| Q2 2010 | INTC
INTEL CORP | United States | COM | 460,676 | 461,033 | +357 | $10,268,000 | $8,967,000 | -$1,301,000 | 2014-06-23 |
|---|
| Q2 2010 | CROX
CROCS INC | United States | COM | 59,705 | 65,687 | +5,982 | $524,000 | $695,000 | +$171,000 | 2014-06-23 |
|---|
| Q2 2010 | AAPL
APPLE INC | United States | COM | 1,000 | 1,037 | +37 | $235,000 | $261,000 | +$26,000 | 2014-06-23 |
|---|
| Q1 2010 | CROX
CROCS INC | United States | COM | 54,103 | 59,705 | +5,602 | $311,000 | $524,000 | +$213,000 | 2014-06-12 |
|---|
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