Marcum Wealth, LLC quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-12-31 to 2025-03-31, Marcum Wealth, LLC opened 3 positions, added to 7, reduced 6, sold out of 0 and left 0 unchanged. The largest increase in value was SNY (+$295,325); the largest decrease was TSM (-$186,818).
- SNY: Country of operation —; Class SPONSORED ADR; Shares 2024-12-31 0; Shares 2025-03-31 5,325.
- DEO: Country of operation —; Class SPON ADR NEW; Shares 2024-12-31 0; Shares 2025-03-31 2,377.
- NGG: Country of operation —; Class SPONSORED ADR NE; Shares 2024-12-31 0; Shares 2025-03-31 3,179.
Two Form 13F-HR filings compared (SEC CIK 1784450): 2024-12-31 (filed 2025-01-13) and 2025-03-31 (filed 2025-04-02). 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; share change is the position change.
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