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LJI Wealth Management, LLC Historic Quarter Change: USA Other Stocks, Sold Out

LJI Wealth Management, LLC historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 14 quarters from 2022-12-31 to 2026-06-30, LJI Wealth Management, LLC opened 4 positions, added to 3, reduced 11 and sold out of 7.

  • Q1 2025: Stock FUBOTV INC; Country of operation United States; Class COM; Shares before 3,000.
  • Q4 2024: Stock SUPER MICRO COMPUTER INC; Country of operation United States; Class COM; Shares before 2,881.
  • Q4 2024: Stock LAM RESEARCH CORP; Country of operation United States; Class COM; Shares before 633.
  • Q4 2024: Stock WALGREENS BOOTS ALLIANCE INC; Country of operation United States; Class COM; Shares before 11,168.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1988563), 14 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-13); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-02-02); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-02-02); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-02-02). 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
Q1 2025FUBOTV INC
CUSIP 35953D104
United StatesCOM3,0000-3,000$3,780$0-$3,7802025-05-02
Q4 2024SUPER MICRO COMPUTER INC
CUSIP 86800U104
United StatesCOM2,8810-2,881$1,199,648$0-$1,199,6482025-01-28
Q4 2024LAM RESEARCH CORP
CUSIP 512807108
United StatesCOM6330-633$516,579$0-$516,5792025-01-28
Q4 2024WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCOM11,1680-11,168$100,065$0-$100,0652025-01-28
Q4 2024BRIGHTCOVE INC
CUSIP 10921T101
United StatesCOM10,0000-10,000$21,600$0-$21,6002025-01-28
Q3 2024ASENSUS SURGICAL INC
CUSIP 04367G103
United StatesCOM10,0000-10,000$3,330$0-$3,3302024-11-06
Q3 2023BLACKROCK INC
CUSIP 09247X101
United StatesCOM14,6070-14,607$78,790$0-$78,7902024-02-02

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