Goldstein Munger & Associates historic quarter change: USA Stocks, Reduced
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 AAPL; Country of operation United States; Class COM; Shares before 7,601.
- Q2 2016: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 61,432.
- Q2 2016: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 30,985.
- Q2 2016: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 3,579.
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 | AAPL
APPLE INC | United States | COM | 7,601 | 7,526 | -75 | $727,000 | $851,000 | +$124,000 | 2016-10-18 |
|---|
| Q2 2016 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 61,432 | 61,429 | -3 | $7,227,000 | $7,769,000 | +$542,000 | 2016-07-21 |
|---|
| Q2 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 30,985 | 27,509 | -3,476 | $4,396,000 | $3,983,000 | -$413,000 | 2016-07-21 |
|---|
| Q2 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,579 | 3,576 | -3 | $2,730,000 | $2,516,000 | -$214,000 | 2016-07-21 |
|---|
| Q2 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 3,237 | 3,234 | -3 | $2,411,000 | $2,238,000 | -$173,000 | 2016-07-21 |
|---|
| Q1 2016 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 74,358 | 61,432 | -12,926 | $7,544,000 | $7,227,000 | -$317,000 | 2016-04-19 |
|---|
| Q3 2015 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 76,788 | 67,858 | -8,930 | $8,629,000 | $7,251,000 | -$1,378,000 | 2015-11-03 |
|---|
| Q3 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 35,210 | 30,985 | -4,225 | $4,792,000 | $4,040,000 | -$752,000 | 2015-11-03 |
|---|
| Q2 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 36,960 | 35,210 | -1,750 | $5,334,000 | $4,792,000 | -$542,000 | 2015-08-04 |
|---|
| Q2 2015 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 77,107 | 76,788 | -319 | $8,764,000 | $8,629,000 | -$135,000 | 2015-08-04 |
|---|
| Q1 2015 | INTC
INTEL CORP | United States | COM | 207,088 | 192,088 | -15,000 | $7,515,000 | $6,007,000 | -$1,508,000 | 2015-04-13 |
|---|
| Q1 2015 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 80,112 | 77,107 | -3,005 | $9,099,000 | $8,764,000 | -$335,000 | 2015-04-13 |
|---|
| Q4 2014 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 96,288 | 80,112 | -16,176 | $11,190,000 | $9,099,000 | -$2,091,000 | 2015-02-03 |
|---|
| Q4 2014 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 39,510 | 36,960 | -2,550 | $5,458,000 | $5,550,000 | +$92,000 | 2015-02-03 |
|---|
| Q3 2014 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 46,340 | 39,510 | -6,830 | $5,865,000 | $5,458,000 | -$407,000 | 2014-10-23 |
|---|
| Q1 2014 | WFC
WELLS FARGO & CO NEW | United States | COM | 6,900 | 4,900 | -2,000 | $313,000 | $244,000 | -$69,000 | 2014-05-14 |
|---|
| Q3 2013 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 71,143 | 65,342 | -5,801 | $8,474,000 | $8,376,000 | -$98,000 | 2014-08-07 |
|---|
| Q2 2013 | AAPL
APPLE INC | United States | COM | 1,337 | 1,000 | -337 | $592,000 | $397,000 | -$195,000 | 2014-08-07 |
|---|
| Q2 2013 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 49,000 | 46,140 | -2,860 | $5,106,000 | $5,164,000 | +$58,000 | 2014-08-07 |
|---|
| Q4 2012 | INTC
INTEL CORP | United States | COM | 835,688 | 192,088 | -643,600 | $18,933,000 | $3,961,000 | -$14,972,000 | 2014-08-01 |
|---|
| Q4 2012 | AAPL
APPLE INC | United States | COM | 1,743 | 1,335 | -408 | $1,163,000 | $710,000 | -$453,000 | 2014-08-01 |
|---|
| Q4 2012 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 49,190 | 49,000 | -190 | $4,339,000 | $4,395,000 | +$56,000 | 2014-08-01 |
|---|
| Q3 2012 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 49,240 | 49,190 | -50 | $4,103,000 | $4,339,000 | +$236,000 | 2014-07-31 |
|---|
| Q2 2012 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 49,282 | 49,240 | -42 | $3,999,000 | $4,103,000 | +$104,000 | 2014-07-31 |
|---|
| Q2 2012 | AAPL
APPLE INC | United States | COM | 1,753 | 1,743 | -10 | $1,051,000 | $1,018,000 | -$33,000 | 2014-07-31 |
|---|
| Q1 2012 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 82,952 | 49,282 | -33,670 | $6,329,000 | $3,999,000 | -$2,330,000 | 2014-07-31 |
|---|
| Q4 2011 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 84,248 | 82,952 | -1,296 | $5,985,000 | $6,329,000 | +$344,000 | 2014-07-31 |
|---|
| Q3 2011 | INTC
INTEL CORP | United States | COM | 460,860 | 460,676 | -184 | $10,213,000 | $9,829,000 | -$384,000 | 2014-07-22 |
|---|
| Q3 2011 | AAPL
APPLE INC | United States | COM | 1,310 | 1,000 | -310 | $440,000 | $381,000 | -$59,000 | 2014-07-22 |
|---|
| Q3 2011 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 9,954 | 9,548 | -406 | $1,453,000 | $1,509,000 | +$56,000 | 2014-07-22 |
|---|
| Q2 2011 | CROX
CROCS INC | United States | COM | 45,165 | 24,249 | -20,916 | $806,000 | $624,000 | -$182,000 | 2014-07-22 |
|---|
| Q1 2011 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 74,461 | 74,234 | -227 | $5,965,000 | $6,208,000 | +$243,000 | 2014-07-15 |
|---|
| Q4 2010 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 5,624 | 5,508 | -116 | $719,000 | $764,000 | +$45,000 | 2014-06-27 |
|---|
| Q3 2010 | CROX
CROCS INC | United States | COM | 65,687 | 40,497 | -25,190 | $695,000 | $526,000 | -$169,000 | 2014-06-23 |
|---|
| Q3 2010 | INTC
INTEL CORP | United States | COM | 461,033 | 460,676 | -357 | $8,967,000 | $8,845,000 | -$122,000 | 2014-06-23 |
|---|
| Q3 2010 | AAPL
APPLE INC | United States | COM | 1,037 | 1,000 | -37 | $261,000 | $284,000 | +$23,000 | 2014-06-23 |
|---|
| Q2 2010 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 84,963 | 68,567 | -16,396 | $6,905,000 | $5,464,000 | -$1,441,000 | 2014-06-23 |
|---|
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