ML & R WEALTH MANAGEMENT LLC quarter change: USA Stocks, Unchanged
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).
- VST: Country of operation United States; Class COM; Shares 2023-12-31 10,109; Shares 2024-03-31 10,109.
- ABBV: Country of operation United States; Class COM; Shares 2023-12-31 2,060; Shares 2024-03-31 2,060.
- MRSH: Country of operation United States; Class COM; Shares 2023-12-31 1,473; Shares 2024-03-31 1,473.
- MCD: Country of operation United States; Class COM; Shares 2023-12-31 1,466; Shares 2024-03-31 1,466.
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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