IronOak Wealth LLC. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 1 quarter from 2024-12-31 to 2025-06-30, IronOak Wealth LLC. opened 24 positions, added to 12, reduced 11 and sold out of 17.
- Q2 2025: Stock TSLA; Country of operation United States; Class COM; Shares before 9,488.
- Q2 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 9,441.
- Q2 2025: Stock META; Country of operation United States; Class CL A; Shares before 5,977.
- Q2 2025: Stock AXP; Country of operation United States; Class COM; Shares before 8,367.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2037081), 1 quarter: Q2 2025 (2024-12-31 to 2025-06-30, filed 2025-07-14). 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 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | TSLA
TESLA INC | United States | COM | 9,488 | 4,585 | -4,903 | $3,831,634 | $1,456,471 | -$2,375,163 | 2025-07-14 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 9,441 | 4,907 | -4,534 | $2,364,289 | $1,006,778 | -$1,357,511 | 2025-07-14 |
|---|
| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 5,977 | 2,984 | -2,993 | $3,499,562 | $2,202,803 | -$1,296,759 | 2025-07-14 |
|---|
| Q2 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 8,367 | 4,538 | -3,829 | $2,483,141 | $1,447,442 | -$1,035,699 | 2025-07-14 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 14,092 | 6,129 | -7,963 | $1,515,834 | $660,701 | -$855,133 | 2025-07-14 |
|---|
| Q2 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,322 | 1,435 | -1,887 | $1,505,796 | $697,080 | -$808,716 | 2025-07-14 |
|---|
| Q2 2025 | PANW
PALO ALTO NETWORKS INC | United States | COM | 14,079 | 8,699 | -5,380 | $2,561,815 | $1,780,163 | -$781,652 | 2025-07-14 |
|---|
| Q2 2025 | NFLX
NETFLIX INC | United States | COM | 1,989 | 1,775 | -214 | $1,772,835 | $2,376,956 | +$604,121 | 2025-07-14 |
|---|
| Q2 2025 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 9,400 | 5,207 | -4,193 | $1,038,982 | $532,728 | -$506,254 | 2025-07-14 |
|---|
| Q2 2025 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 3,056 | 2,022 | -1,034 | $1,595,110 | $1,098,775 | -$496,335 | 2025-07-14 |
|---|
| Q2 2025 | NXPI
NXP SEMICONDUCTORS N V | | COM | 1,662 | 1,137 | -525 | $345,447 | $249,576 | -$95,871 | 2025-07-14 |
|---|
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