Mosley Wealth Management historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 7 quarters from 2023-12-31 to 2026-06-30, Mosley Wealth Management opened 2 positions, added to 0, reduced 0 and sold out of 1.
- Q1 2026: Stock CARNIVAL CORP PAIRED CTF; Country of operation —; Class Stock; Shares before 0.
- Q1 2026: Stock OCCIDENTAL PETE CORP WT EXP 080327; Country of operation United States; Class Stock; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011849), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2024-12-31 to 2025-12-31, filed 2026-02-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2023-12-31.
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