Advertisement
Screener

MOSELEY INVESTMENT MANAGEMENT INC Historic Quarter Change: Foreign Stocks, Added

MOSELEY INVESTMENT MANAGEMENT INC historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 9 quarters from 2023-12-31 to 2026-03-31, MOSELEY INVESTMENT MANAGEMENT INC opened 5 positions, added to 11, reduced 12 and sold out of 3.

  • Q3 2025: Stock SE; Country of operation Singapore; Class SPONSORD ADS; Shares before 4,273.
  • Q3 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 1,313.
  • Q3 2025: Stock ULXXXX; Country of operation —; Class SPON ADR NEW; Shares before 4,226.
  • Q2 2025: Stock SE; Country of operation Singapore; Class SPONSORD ADS; Shares before 4,069.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 906396), 9 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-04). 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 2019-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025SE
SEA LTD
SingaporeSPONSORD ADS4,2734,471+198$683,424$799,102+$115,6782025-10-27
Q3 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS1,3131,331+18$297,401$371,759+$74,3582025-10-27
Q3 2025ULXXXX
UNILEVER PLC
SPON ADR NEW4,2264,257+31$258,506$252,383-$6,1232025-10-27
Q2 2025SE
SEA LTD
SingaporeSPONSORD ADS4,0694,273+204$530,964$683,424+$152,4602025-07-24
Q2 2025ULXXXX
UNILEVER PLC
SPON ADR NEW4,2084,226+18$250,563$258,506+$7,9432025-07-24
Q1 2025SE
SEA LTD
SingaporeSPONSORD ADS3,8704,069+199$410,607$530,964+$120,3572025-04-15
Q1 2025ULXXXX
UNILEVER PLC
SPON ADR NEW4,2064,208+2$238,496$250,563+$12,0672025-04-15
Q4 2024SE
SEA LTD
SingaporeSPONSORD ADS3,7093,870+161$349,685$410,607+$60,9222025-01-14
Q3 2024SE
SEA LTD
SingaporeSPONSORD ADS3,5193,709+190$251,327$349,685+$98,3582024-10-16
Q3 2024ULXXXX
UNILEVER PLC
SPON ADR NEW4,2184,264+46$231,937$276,987+$45,0502024-10-16
Q3 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS1,5341,540+6$266,639$267,467+$8282024-10-16

Similar Firms

Firm NameCountry13F ValueHoldings
Ameliora Wealth Management Ltd.Switzerland$0.314B232
Purus Wealth Management, LLCUnited States$0.314B157
Etesian Wealth Advisors, Inc.United States$0.313B138
Nova R Wealth, Inc.United States$0.313B90
Juniper Investment Company, LLCUnited States$0.313B9
Sentry LLCUnited States$0.314B118
Tandem Financial, LLCUnited States$0.314B98
WHITE MOUNTAINS INSURANCE GROUP LTDUnited States$0.313B2
Silver Coast Investments LLCUnited States$0.313B119
Roberts Financial Services LLCUnited States$0.314B31