Maxwell Wealth Strategies Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Maxwell Wealth Strategies Inc. opened 0 positions, added to 12, reduced 35, sold out of 1 and left 3 unchanged. The largest increase in value was AVGO (+$1,881,133); the largest decrease was TSLA (-$2,252,148).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2024-09-30 29,278; Shares 2024-12-31 29,354.
- LHX: Country of operation United States; Class COM; Shares 2024-09-30 8,324; Shares 2024-12-31 8,352.
- V: Country of operation United States; Class COM CL A; Shares 2024-09-30 14,362; Shares 2024-12-31 14,363.
- CRM: Country of operation United States; Class COM; Shares 2024-09-30 8,570; Shares 2024-12-31 8,590.
Two Form 13F-HR filings compared (SEC CIK 1993410): 2024-09-30 (filed 2024-11-06) and 2024-12-31 (filed 2025-02-13). 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.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2024-12-31 | Share change | Value 2024-09-30 | Value 2024-12-31 | Value change |
|---|---|---|---|---|---|---|---|---|
| GOOGL ALPHABET INC | United States | CAP STK CL A | 29,278 | 29,354 | +76 | $4,969,648 | $5,556,712 | +$587,064 |
| LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 8,324 | 8,352 | +28 | $2,088,908 | $1,756,259 | -$332,649 |
| V VISA INC | United States | COM CL A | 14,362 | 14,363 | +1 | $4,212,231 | $4,539,283 | +$327,052 |
| CRM SALESFORCE INC | United States | COM | 8,570 | 8,590 | +20 | $2,549,489 | $2,871,895 | +$322,406 |
| WMT WALMART INC | United States | COM | 43,849 | 43,901 | +52 | $3,669,284 | $3,966,455 | +$297,171 |
| TT TRANE TECHNOLOGIES PLC | SHS | 14,313 | 14,440 | +127 | $5,586,221 | $5,333,414 | -$252,807 | |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 3,872 | 3,957 | +85 | $2,195,540 | $2,001,688 | -$193,852 |
| CMCSA COMCAST CORP NEW | United States | CL A | 32,074 | 32,229 | +155 | $1,365,069 | $1,209,554 | -$155,515 |
| META META PLATFORMS INC | United States | CL A | 7,262 | 7,299 | +37 | $4,156,987 | $4,273,637 | +$116,650 |
| FIS FIDELITY NATL INFORMATION SV | United States | COM | 14,953 | 14,961 | +8 | $1,294,481 | $1,208,400 | -$86,081 |
| JCI JOHNSON CTLS INTL PLC | SHS | 15,543 | 15,608 | +65 | $1,163,549 | $1,231,939 | +$68,390 | |
| ALL ALLSTATE CORP | United States | COM | 8,644 | 8,648 | +4 | $1,599,659 | $1,667,248 | +$67,589 |
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