ML & R WEALTH MANAGEMENT LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, ML & R WEALTH MANAGEMENT LLC opened 2 positions, added to 10, reduced 11 and sold out of 1.
- Q1 2024: Stock CVX; Country of operation United States; Class COM; Shares before 4,381.
- Q1 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 3,868.
- Q1 2024: Stock JPM; Country of operation United States; Class COM; Shares before 3,860.
- Q1 2024: Stock LLY; Country of operation United States; Class COM; Shares before 353.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1903320), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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 2021-12-31.
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