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KEATING WEALTH MANAGEMENT LLC Last Quarter Change: USA Stocks, Added

KEATING WEALTH MANAGEMENT LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, KEATING WEALTH MANAGEMENT LLC opened 0 positions, added to 2, reduced 3, sold out of 0 and left 15 unchanged. The largest increase in value was H (+$129,897); the largest decrease was KRC (-$595,338).

  • WMT: Country of operation United States; Class COM; Shares 2023-12-31 2,563; Shares 2024-03-31 7,689.
  • ACHR: Country of operation United States; Class COM CL A; Shares 2023-12-31 11,247; Shares 2024-03-31 13,607.

Two Form 13F-HR filings compared (SEC CIK 1922796): 2023-12-31 (filed 2024-01-12) and 2024-03-31 (filed 2024-04-18). 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 2023-12-31Shares 2024-03-31Share changeValue 2023-12-31Value 2024-03-31Value change
WMT
WALMART INC
United StatesCOM2,5637,689+5,126$404,057$462,647+$58,590
ACHR
ARCHER AVIATION INC
United StatesCOM CL A11,24713,607+2,360$69,057$62,864-$6,193

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