Advertisement
Screener

LWMG, LLC Last Quarter Change: USA Stocks, New

LWMG, LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, LWMG, LLC opened 4 positions, added to 23, reduced 11, sold out of 3 and left 3 unchanged. The largest increase in value was MMM (+$2,057,795); the largest decrease was NVDA (-$277,805).

  • PSA: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 736.
  • AVGO: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 1,439.
  • ORCL: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 1,264.
  • IBM: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 927.

Two Form 13F-HR filings compared (SEC CIK 1964955): 2024-06-30 (filed 2024-07-11) and 2024-09-30 (filed 2024-10-04). 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 2024-06-30Shares 2024-09-30Share changeValue 2024-06-30Value 2024-09-30Value change
PSA
PUBLIC STORAGE OPER CO
United StatesCOM0736+736$0$267,965+$267,965
AVGO
BROADCOM INC
United StatesCOM01,439+1,439$0$248,244+$248,244
ORCL
ORACLE CORP
United StatesCOM01,264+1,264$0$215,331+$215,331
IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM0927+927$0$204,949+$204,949

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet