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Insight Folios Inc Last Quarter Change: USA Stocks, New

Insight Folios Inc quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Insight Folios Inc opened 5 positions, added to 71, reduced 27, sold out of 0 and left 1 unchanged. The largest increase in value was OKE (+$2,746,972); the largest decrease was QCOM (-$100,466).

  • AXON: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 599.
  • TSLA: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 829.
  • FOUR: Country of operation United States; Class CL A; Shares 2024-06-30 0; Shares 2024-09-30 2,366.
  • AIT: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 915.

Two Form 13F-HR filings compared (SEC CIK 1792942): 2024-06-30 (filed 2024-07-18) and 2024-09-30 (filed 2024-10-24). 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; share change is the position change.

StockCountry of operationClassShares 2024-06-30Shares 2024-09-30Share changeValue 2024-06-30Value 2024-09-30Value change
AXON
AXON ENTERPRISE INC
United StatesCOM0599+599$0$239,360+$239,360
TSLA
TESLA INC
United StatesCOM0829+829$0$216,891+$216,891
FOUR
SHIFT4 PMTS INC
United StatesCL A02,366+2,366$0$209,628+$209,628
AIT
APPLIED INDL TECHNOLOGIES IN
United StatesCOM0915+915$0$204,164+$204,164
PCTY
PAYLOCITY HLDG CORP
United StatesCOM01,229+1,229$0$202,748+$202,748

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