LWMG, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, LWMG, LLC opened 9 positions, added to 57, reduced 41 and sold out of 8.
- Q3 2024: Stock MMM; Country of operation United States; Class COM; Shares before 50,515.
- Q3 2024: Stock XOMXXXX; Country of operation —; Class COM; Shares before 1,897.
- Q3 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 50,409.
- Q3 2024: Stock UNH; Country of operation United States; Class COM; Shares before 1,519.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964955), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | MMM
3M CO | United States | COM | 50,515 | 52,816 | +2,301 | $5,162,175 | $7,219,970 | +$2,057,795 | 2024-10-04 |
|---|
| Q3 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 1,897 | 14,531 | +12,634 | $218,439 | $1,703,348 | +$1,484,909 | 2024-10-04 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 50,409 | 50,580 | +171 | $10,617,158 | $11,785,207 | +$1,168,049 | 2024-10-04 |
|---|
| Q3 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,519 | 2,287 | +768 | $773,468 | $1,337,416 | +$563,948 | 2024-10-04 |
|---|
| Q3 2024 | META
META PLATFORMS INC | United States | CL A | 1,292 | 1,611 | +319 | $651,464 | $922,273 | +$270,809 | 2024-10-04 |
|---|
| Q3 2024 | SOLV
SOLVENTUM CORP | United States | COM SHS | 11,958 | 12,401 | +443 | $632,340 | $864,598 | +$232,258 | 2024-10-04 |
|---|
| Q3 2024 | TSLA
TESLA INC | United States | COM | 2,195 | 2,211 | +16 | $434,315 | $578,422 | +$144,107 | 2024-10-04 |
|---|
| Q3 2024 | WMT
WALMART INC | United States | COM | 7,476 | 7,754 | +278 | $506,191 | $626,157 | +$119,966 | 2024-10-04 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,779 | 5,784 | +5 | $1,052,679 | $959,289 | -$93,390 | 2024-10-04 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 13,276 | 13,280 | +4 | $2,565,498 | $2,474,376 | -$91,122 | 2024-10-04 |
|---|
| Q3 2024 | GE
GE AEROSPACE | United States | COM NEW | 2,656 | 2,660 | +4 | $422,148 | $501,582 | +$79,434 | 2024-10-04 |
|---|
| Q3 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 5,671 | 5,706 | +35 | $446,391 | $513,672 | +$67,281 | 2024-10-04 |
|---|
| Q3 2024 | USB
US BANCORP DEL | United States | COM NEW | 8,596 | 8,606 | +10 | $341,267 | $393,550 | +$52,283 | 2024-10-04 |
|---|
| Q3 2024 | HD
HOME DEPOT INC | United States | COM | 616 | 645 | +29 | $212,202 | $261,273 | +$49,071 | 2024-10-04 |
|---|
| Q3 2024 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 3,138 | 3,142 | +4 | $275,347 | $322,359 | +$47,012 | 2024-10-04 |
|---|
| Q3 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 848 | 849 | +1 | $202,399 | $234,975 | +$32,576 | 2024-10-04 |
|---|
| Q3 2024 | ECL
ECOLAB INC | United States | COM | 1,711 | 1,715 | +4 | $407,150 | $437,797 | +$30,647 | 2024-10-04 |
|---|
| Q3 2024 | AMGN
AMGEN INC | United States | COM | 2,236 | 2,248 | +12 | $698,577 | $724,363 | +$25,786 | 2024-10-04 |
|---|
| Q3 2024 | PEP
PEPSICO INC | United States | COM | 3,420 | 3,424 | +4 | $563,992 | $582,220 | +$18,228 | 2024-10-04 |
|---|
| Q3 2024 | CVX
CHEVRON CORP NEW | United States | COM | 2,182 | 2,196 | +14 | $341,366 | $323,368 | -$17,998 | 2024-10-04 |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 8,896 | 9,276 | +380 | $3,975,989 | $3,991,607 | +$15,618 | 2024-10-04 |
|---|
| Q3 2024 | INTU
INTUIT | United States | COM | 450 | 457 | +7 | $295,844 | $283,923 | -$11,921 | 2024-10-04 |
|---|
| Q3 2024 | LLY
ELI LILLY & CO | United States | COM | 1,048 | 1,063 | +15 | $948,449 | $941,989 | -$6,460 | 2024-10-04 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 1,224 | 18,744 | +17,520 | $1,105,722 | $2,315,640 | +$1,209,918 | 2024-07-11 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 7,834 | 8,896 | +1,062 | $3,296,096 | $3,975,989 | +$679,893 | 2024-07-11 |
|---|
| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 12,023 | 13,276 | +1,253 | $2,168,769 | $2,565,498 | +$396,729 | 2024-07-11 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,712 | 5,779 | +67 | $862,041 | $1,052,679 | +$190,638 | 2024-07-11 |
|---|
| Q2 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 9,442 | 9,486 | +44 | $1,704,237 | $1,538,769 | -$165,468 | 2024-07-11 |
|---|
| Q2 2024 | LLY
ELI LILLY & CO | United States | COM | 1,014 | 1,048 | +34 | $788,759 | $948,449 | +$159,690 | 2024-07-11 |
|---|
| Q2 2024 | META
META PLATFORMS INC | United States | CL A | 1,156 | 1,292 | +136 | $561,444 | $651,464 | +$90,020 | 2024-07-11 |
|---|
| Q2 2024 | WMT
WALMART INC | United States | COM | 7,065 | 7,476 | +411 | $425,084 | $506,191 | +$81,107 | 2024-07-11 |
|---|
| Q2 2024 | AMGN
AMGEN INC | United States | COM | 2,223 | 2,236 | +13 | $632,014 | $698,577 | +$66,563 | 2024-07-11 |
|---|
| Q2 2024 | TSLA
TESLA INC | United States | COM | 2,160 | 2,195 | +35 | $379,679 | $434,315 | +$54,636 | 2024-07-11 |
|---|
| Q2 2024 | FAST
FASTENAL CO | United States | COM | 3,554 | 3,575 | +21 | $274,166 | $224,658 | -$49,508 | 2024-07-11 |
|---|
| Q2 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 5,639 | 5,671 | +32 | $491,461 | $446,391 | -$45,070 | 2024-07-11 |
|---|
| Q2 2024 | GE
GE AEROSPACE | United States | COM NEW | 2,651 | 2,656 | +5 | $465,339 | $422,148 | -$43,191 | 2024-07-11 |
|---|
| Q2 2024 | USB
US BANCORP DEL | United States | COM NEW | 8,586 | 8,596 | +10 | $383,810 | $341,267 | -$42,543 | 2024-07-11 |
|---|
| Q2 2024 | PEP
PEPSICO INC | United States | COM | 3,411 | 3,420 | +9 | $597,037 | $563,992 | -$33,045 | 2024-07-11 |
|---|
| Q2 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,508 | 1,519 | +11 | $746,021 | $773,468 | +$27,447 | 2024-07-11 |
|---|
| Q2 2024 | HD
HOME DEPOT INC | United States | COM | 613 | 616 | +3 | $235,108 | $212,202 | -$22,906 | 2024-07-11 |
|---|
| Q2 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,389 | 1,499 | +110 | $225,380 | $247,178 | +$21,798 | 2024-07-11 |
|---|
| Q2 2024 | MMM
3M CO | United States | COM | 48,501 | 50,515 | +2,014 | $5,144,511 | $5,162,175 | +$17,664 | 2024-07-11 |
|---|
| Q2 2024 | ECL
ECOLAB INC | United States | COM | 1,706 | 1,711 | +5 | $394,005 | $407,150 | +$13,145 | 2024-07-11 |
|---|
| Q2 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 847 | 848 | +1 | $211,492 | $202,399 | -$9,093 | 2024-07-11 |
|---|
| Q2 2024 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 3,134 | 3,138 | +4 | $269,833 | $275,347 | +$5,514 | 2024-07-11 |
|---|
| Q2 2024 | CVX
CHEVRON CORP NEW | United States | COM | 2,170 | 2,182 | +12 | $342,366 | $341,366 | -$1,000 | 2024-07-11 |
|---|
| Q1 2024 | META
META PLATFORMS INC | United States | CL A | 1,094 | 1,156 | +62 | $387,399 | $561,444 | +$174,045 | 2024-05-02 |
|---|
| Q1 2024 | TSLA
TESLA INC | United States | COM | 2,159 | 2,160 | +1 | $536,429 | $379,679 | -$156,750 | 2024-05-02 |
|---|
| Q1 2024 | WMT
WALMART INC | United States | COM | 2,051 | 7,065 | +5,014 | $323,404 | $425,084 | +$101,680 | 2024-05-02 |
|---|
| Q1 2024 | ECL
ECOLAB INC | United States | COM | 1,702 | 1,706 | +4 | $337,499 | $394,005 | +$56,506 | 2024-05-02 |
|---|
| Q1 2024 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 9,547 | 9,678 | +131 | $359,913 | $406,101 | +$46,188 | 2024-05-02 |
|---|
| Q1 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 5,610 | 5,639 | +29 | $462,120 | $491,461 | +$29,341 | 2024-05-02 |
|---|
| Q1 2024 | MCD
MCDONALDS CORP | United States | COM | 1,810 | 1,819 | +9 | $536,547 | $512,950 | -$23,597 | 2024-05-02 |
|---|
| Q1 2024 | MMM
3M CO | United States | COM | 47,193 | 48,501 | +1,308 | $5,159,120 | $5,144,511 | -$14,609 | 2024-05-02 |
|---|
| Q1 2024 | USB
US BANCORP DEL | United States | COM NEW | 8,577 | 8,586 | +9 | $371,205 | $383,810 | +$12,605 | 2024-05-02 |
|---|
| Q1 2024 | ADI
ANALOG DEVICES INC | United States | COM | 18,044 | 18,055 | +11 | $3,582,769 | $3,571,063 | -$11,706 | 2024-05-02 |
|---|
| Q1 2024 | AMGN
AMGEN INC | United States | COM | 2,209 | 2,223 | +14 | $636,152 | $632,014 | -$4,138 | 2024-05-02 |
|---|
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