NRI Wealth Management LC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-12-31, NRI Wealth Management LC opened 8 positions, added to 77, reduced 15 and sold out of 9.
- Q4 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 35,866.
- Q4 2025: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 9,794.
- Q3 2025: Stock MA; Country of operation United States; Class CL A; Shares before 4,806.
- Q3 2025: Stock NFLX; Country of operation United States; Class COM; Shares before 3,858.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2027950), 7 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-01-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-06-30 to 2024-12-31, filed 2025-01-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-07). 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 2024-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q4 2025 | AAPL APPLE INC | United States | COM | 35,866 | 35,759 | -107 | $9,132,434 | $9,721,500 | +$589,066 | 2026-01-22 |
| Q4 2025 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 9,794 | 9,792 | -2 | $4,923,599 | $4,922,080 | -$1,519 | 2026-01-22 | |
| Q3 2025 | MA MASTERCARD INCORPORATED | United States | CL A | 4,806 | 501 | -4,305 | $2,700,963 | $285,237 | -$2,415,726 | 2026-01-22 |
| Q3 2025 | NFLX NETFLIX INC | United States | COM | 3,858 | 2,738 | -1,120 | $5,165,820 | $3,282,727 | -$1,883,093 | 2026-01-22 |
| Q3 2025 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 11,511 | 9,794 | -1,717 | $5,591,481 | $4,923,599 | -$667,882 | 2026-01-22 | |
| Q3 2025 | GOOGL ALPHABET INC | United States | CAP STK CL A | 1,278 | 1,240 | -38 | $225,222 | $301,410 | +$76,188 | 2026-01-22 |
| Q3 2025 | TSLA TESLA INC | United States | COM | 2,362 | 1,535 | -827 | $750,313 | $682,645 | -$67,668 | 2026-01-22 |
| Q3 2025 | AMZN AMAZON COM INC | United States | COM | 29,040 | 29,008 | -32 | $6,371,162 | $6,369,256 | -$1,906 | 2026-01-22 |
| Q2 2025 | TSLA TESLA INC | United States | COM | 2,659 | 2,362 | -297 | $689,106 | $750,313 | +$61,207 | 2025-07-18 |
| Q1 2025 | TSLA TESLA INC | United States | COM | 2,683 | 2,659 | -24 | $1,083,503 | $689,106 | -$394,397 | 2025-04-23 |
| Q4 2024 | AMZN AMAZON COM INC | United States | COM | 27,804 | 27,304 | -500 | $5,373,123 | $5,990,139 | +$617,016 | 2025-01-03 |
| Q4 2024 | NVDA NVIDIA CORPORATION | United States | COM | 94,631 | 90,903 | -3,728 | $11,690,659 | $12,207,355 | +$516,696 | 2025-01-03 |
| Q1 2024 | NVDA NVIDIA CORPORATION | United States | COM | 9,518 | 9,323 | -195 | $4,713,445 | $8,423,785 | +$3,710,340 | 2024-08-07 |
| Q1 2024 | CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 848 | 841 | -7 | $1,939,342 | $2,444,594 | +$505,252 | 2024-08-07 |
| Q1 2024 | TSLA TESLA INC | United States | COM | 2,505 | 2,326 | -179 | $622,442 | $408,888 | -$213,554 | 2024-08-07 |
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