Levy Wealth Management Group, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, Levy Wealth Management Group, LLC opened 2 positions, added to 19, reduced 11 and sold out of 3.
- Q2 2024: Stock COST; Country of operation United States; Class COM; Shares before 0.
- Q2 2024: Stock NFLX; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843138), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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 2020-12-31.
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