New Potomac Partners, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, New Potomac Partners, LLC opened 39 positions, added to 3, reduced 30, sold out of 0 and left 14 unchanged. The largest increase in value was IAU (+$1,170,786); the largest decrease was GOOG (-$589,057).
- DIS: Country of operation United States; Class COM; Shares 2024-06-30 18,874; Shares 2024-09-30 22,544.
- MRK: Country of operation United States; Class COM; Shares 2024-06-30 23,913; Shares 2024-09-30 25,153.
- HONZZZZ: Country of operation —; Class COM; Shares 2024-06-30 17,382; Shares 2024-09-30 17,612.
Two Form 13F-HR filings compared (SEC CIK 1731466): 2024-06-30 (filed 2024-07-18) and 2024-09-30 (filed 2024-11-08). 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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