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Kades & Cheifetz LLC Historic Quarter Change: USA Stocks, New

Kades & Cheifetz LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Kades & Cheifetz LLC opened 8 positions, added to 40, reduced 52 and sold out of 5.

  • Q4 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 0.
  • Q3 2024: Stock RTX; Country of operation United States; Class COM; Shares before 0.
  • Q3 2024: Stock JPM; Country of operation United States; Class COM; Shares before 0.
  • Q1 2024: Stock MRK; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1957259), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). 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 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024AMZN
AMAZON COM INC
United StatesCOM01,000+1,000$0$219,390+$219,3902025-01-13
Q3 2024RTX
RTX CORPORATION
United StatesCOM01,963+1,963$0$237,802+$237,8022024-10-02
Q3 2024JPM
JPMORGAN CHASE & CO.
United StatesCOM0972+972$0$204,978+$204,9782024-10-02
Q1 2024MRK
MERCK & CO INC
United StatesCOM01,681+1,681$0$221,743+$221,7432024-05-06
Q1 2024COST
COSTCO WHSL CORP NEW
United StatesCOM0290+290$0$212,433+$212,4332024-05-06
Q1 2024EPD
ENTERPRISE PRODS PARTNERS L
United StatesCOM07,201+7,201$0$210,115+$210,1152024-05-06
Q1 2024PG
PROCTER AND GAMBLE CO
United StatesCOM01,247+1,247$0$202,360+$202,3602024-05-06
Q1 2024GLD
SPDR GOLD TR
United StatesGOLD SHS0976+976$0$200,783+$200,7832024-05-06

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