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LWMG, LLC Historic Quarter Change: USA Stocks, New

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LWMG, LLC historic quarter change: USA Stocks, New

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 PSA; Country of operation United States; Class COM; Shares before 0.
  • Q3 2024: Stock AVGO; Country of operation United States; Class COM; Shares before 0.
  • Q3 2024: Stock ORCL; Country of operation United States; Class COM; Shares before 0.
  • Q3 2024: Stock IBM; Country of operation United States; Class COM; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024PSA
PUBLIC STORAGE OPER CO		United StatesCOM0736+736$0$267,965+$267,9652024-10-04
Q3 2024AVGO
BROADCOM INC		United StatesCOM01,439+1,439$0$248,244+$248,2442024-10-04
Q3 2024ORCL
ORACLE CORP		United StatesCOM01,264+1,264$0$215,331+$215,3312024-10-04
Q3 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM0927+927$0$204,949+$204,9492024-10-04
Q2 2024SOLV
SOLVENTUM CORP		United StatesCOM SHS011,958+11,958$0$632,340+$632,3402024-07-11
Q2 2024XOMXXXX
EXXON MOBIL CORP		COM01,897+1,897$0$218,439+$218,4392024-07-11
Q1 2024GE
GENERAL ELECTRIC CO		United StatesCOM NEW02,651+2,651$0$465,339+$465,3392024-05-02
Q1 2024FBTC
FIDELITY WISE ORIGIN BITCOIN		United StatesSHS03,902+3,902$0$242,147+$242,1472024-05-02
Q1 2024ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM0847+847$0$211,492+$211,4922024-05-02

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