Kades & Cheifetz LLC historic quarter change: USA Stocks, Reduced
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 AAPL; Country of operation United States; Class COM; Shares before 38,828.
- Q4 2024: Stock CMI; Country of operation United States; Class COM; Shares before 4,004.
- Q4 2024: Stock IBM; Country of operation United States; Class COM; Shares before 5,312.
- Q4 2024: Stock CVX; Country of operation United States; Class COM; Shares before 3,855.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | AAPL
APPLE INC | United States | COM | 38,828 | 33,373 | -5,455 | $9,046,934 | $8,357,153 | -$689,781 | 2025-01-13 |
|---|
| Q4 2024 | CMI
CUMMINS INC | United States | COM | 4,004 | 2,281 | -1,723 | $1,296,439 | $795,019 | -$501,420 | 2025-01-13 |
|---|
| Q4 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 5,312 | 3,230 | -2,082 | $1,174,285 | $710,053 | -$464,232 | 2025-01-13 |
|---|
| Q4 2024 | CVX
CHEVRON CORP NEW | United States | COM | 3,855 | 1,689 | -2,166 | $567,770 | $244,584 | -$323,186 | 2025-01-13 |
|---|
| Q4 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,140 | 448 | -692 | $524,696 | $203,069 | -$321,627 | 2025-01-13 |
|---|
| Q4 2024 | MSFT
MICROSOFT CORP | United States | COM | 5,356 | 4,802 | -554 | $2,304,659 | $2,024,064 | -$280,595 | 2025-01-13 |
|---|
| Q4 2024 | NEE
NEXTERA ENERGY INC | United States | COM | 5,413 | 3,127 | -2,286 | $457,574 | $224,190 | -$233,384 | 2025-01-13 |
|---|
| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 18,081 | 17,729 | -352 | $2,195,791 | $2,380,836 | +$185,045 | 2025-01-13 |
|---|
| Q4 2024 | WM
WASTE MGMT INC DEL | United States | COM | 3,346 | 2,699 | -647 | $694,701 | $544,674 | -$150,027 | 2025-01-13 |
|---|
| Q4 2024 | AMGN
AMGEN INC | United States | COM | 1,052 | 835 | -217 | $338,830 | $217,681 | -$121,149 | 2025-01-13 |
|---|
| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,252 | 2,351 | -901 | $539,300 | $445,013 | -$94,287 | 2025-01-13 |
|---|
| Q4 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 6,584 | 6,096 | -488 | $1,100,757 | $1,160,853 | +$60,096 | 2025-01-13 |
|---|
| Q4 2024 | WMT
WALMART INC | United States | COM | 9,660 | 8,135 | -1,525 | $780,049 | $734,996 | -$45,053 | 2025-01-13 |
|---|
| Q4 2024 | RTX
RTX CORPORATION | United States | COM | 1,963 | 1,889 | -74 | $237,802 | $218,561 | -$19,241 | 2025-01-13 |
|---|
| Q4 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 972 | 904 | -68 | $204,978 | $216,680 | +$11,702 | 2025-01-13 |
|---|
| Q4 2024 | BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 77,330 | 77,163 | -167 | $2,008,260 | $1,997,750 | -$10,510 | 2025-01-13 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 39,118 | 38,828 | -290 | $8,238,984 | $9,046,934 | +$807,950 | 2024-10-02 |
|---|
| Q3 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 127,150 | 127,102 | -48 | $5,585,700 | $6,316,969 | +$731,269 | 2024-10-02 |
|---|
| Q3 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 5,398 | 5,312 | -86 | $933,499 | $1,174,285 | +$240,786 | 2024-10-02 |
|---|
| Q3 2024 | BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 77,975 | 77,330 | -645 | $1,790,306 | $2,008,260 | +$217,954 | 2024-10-02 |
|---|
| Q3 2024 | CMI
CUMMINS INC | United States | COM | 4,013 | 4,004 | -9 | $1,111,384 | $1,296,439 | +$185,055 | 2024-10-02 |
|---|
| Q3 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 18,874 | 18,081 | -793 | $2,331,728 | $2,195,791 | -$135,937 | 2024-10-02 |
|---|
| Q3 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 6,697 | 6,584 | -113 | $1,228,282 | $1,100,757 | -$127,525 | 2024-10-02 |
|---|
| Q3 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 9,515 | 9,416 | -99 | $748,926 | $847,722 | +$98,796 | 2024-10-02 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,390 | 3,252 | -138 | $617,444 | $539,300 | -$78,144 | 2024-10-02 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,172 | 1,140 | -32 | $476,770 | $524,696 | +$47,926 | 2024-10-02 |
|---|
| Q3 2024 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 660 | 657 | -3 | $293,601 | $322,764 | +$29,163 | 2024-10-02 |
|---|
| Q3 2024 | WM
WASTE MGMT INC DEL | United States | COM | 3,351 | 3,346 | -5 | $714,972 | $694,701 | -$20,271 | 2024-10-02 |
|---|
| Q2 2024 | AAPL
APPLE INC | United States | COM | 39,347 | 39,118 | -229 | $6,747,275 | $8,238,984 | +$1,491,709 | 2024-08-12 |
|---|
| Q2 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 6,723 | 6,697 | -26 | $1,023,644 | $1,228,282 | +$204,638 | 2024-08-12 |
|---|
| Q2 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 129,752 | 127,150 | -2,602 | $5,450,882 | $5,585,700 | +$134,818 | 2024-08-12 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 5,377 | 5,351 | -26 | $2,262,081 | $2,391,682 | +$129,601 | 2024-08-12 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,438 | 3,390 | -48 | $518,897 | $617,444 | +$98,547 | 2024-08-12 |
|---|
| Q2 2024 | CMI
CUMMINS INC | United States | COM | 4,022 | 4,013 | -9 | $1,184,967 | $1,111,384 | -$73,583 | 2024-08-12 |
|---|
| Q2 2024 | WMT
WALMART INC | United States | COM | 9,727 | 9,624 | -103 | $585,253 | $651,671 | +$66,418 | 2024-08-12 |
|---|
| Q2 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,198 | 1,172 | -26 | $503,783 | $476,770 | -$27,013 | 2024-08-12 |
|---|
| Q2 2024 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 669 | 660 | -9 | $266,991 | $293,601 | +$26,610 | 2024-08-12 |
|---|
| Q2 2024 | HOLX
HOLOGIC INC | United States | COM | 3,825 | 3,772 | -53 | $298,197 | $280,071 | -$18,126 | 2024-08-12 |
|---|
| Q2 2024 | CVX
CHEVRON CORP NEW | United States | COM | 3,828 | 3,782 | -46 | $603,897 | $591,552 | -$12,345 | 2024-08-12 |
|---|
| Q2 2024 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 7,201 | 7,051 | -150 | $210,115 | $204,324 | -$5,791 | 2024-08-12 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 39,957 | 39,347 | -610 | $7,692,867 | $6,747,275 | -$945,592 | 2024-05-06 |
|---|
| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 2,171 | 1,921 | -250 | $1,075,231 | $1,735,988 | +$660,757 | 2024-05-06 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 5,424 | 5,377 | -47 | $2,039,609 | $2,262,081 | +$222,472 | 2024-05-06 |
|---|
| Q1 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 5,398 | 5,379 | -19 | $882,773 | $1,027,100 | +$144,327 | 2024-05-06 |
|---|
| Q1 2024 | F
FORD MTR CO DEL | United States | COM | 20,481 | 10,522 | -9,959 | $249,668 | $139,739 | -$109,929 | 2024-05-06 |
|---|
| Q1 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 6,737 | 6,723 | -14 | $949,445 | $1,023,644 | +$74,199 | 2024-05-06 |
|---|
| Q1 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,266 | 1,198 | -68 | $451,532 | $503,783 | +$52,251 | 2024-05-06 |
|---|
| Q1 2024 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 681 | 669 | -12 | $229,742 | $266,991 | +$37,249 | 2024-05-06 |
|---|
| Q1 2024 | MCK
MCKESSON CORP | United States | COM | 655 | 633 | -22 | $303,183 | $339,623 | +$36,440 | 2024-05-06 |
|---|
| Q1 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,464 | 3,438 | -26 | $483,886 | $518,897 | +$35,011 | 2024-05-06 |
|---|
| Q1 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 2,568 | 2,558 | -10 | $403,803 | $380,224 | -$23,579 | 2024-05-06 |
|---|
| Q1 2024 | HOLX
HOLOGIC INC | United States | COM | 3,991 | 3,825 | -166 | $285,157 | $298,197 | +$13,040 | 2024-05-06 |
|---|
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