Morey & Quinn Wealth Partners, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Morey & Quinn Wealth Partners, LLC opened 17 positions, added to 138, reduced 151 and sold out of 8.
- Q1 2026: Stock DIAX; Country of operation United States; Class SHS; Shares before 16,676.
- Q1 2026: Stock INTU; Country of operation United States; Class COM; Shares before 352.
- Q1 2026: Stock LOW; Country of operation United States; Class COM; Shares before 837.
- Q4 2025: Stock FIP; Country of operation United States; Class COMMON STOCK; Shares before 10,986.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055521), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17). 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 2024-12-31.
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