ML & R WEALTH MANAGEMENT LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, ML & R WEALTH MANAGEMENT LLC opened 2 positions, added to 10, reduced 11, sold out of 1 and left 9 unchanged. The largest increase in value was EPD (+$516,603); the largest decrease was AAPL (-$881,476).
- CVX: Country of operation United States; Class COM; Shares 2023-12-31 4,381; Shares 2024-03-31 5,620.
- MSFT: Country of operation United States; Class COM; Shares 2023-12-31 3,868; Shares 2024-03-31 3,887.
- JPM: Country of operation United States; Class COM; Shares 2023-12-31 3,860; Shares 2024-03-31 3,903.
- LLY: Country of operation United States; Class COM; Shares 2023-12-31 353; Shares 2024-03-31 408.
Two Form 13F-HR filings compared (SEC CIK 1903320): 2023-12-31 (filed 2024-02-09) and 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; share change is the position change.
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