Oak Harvest Investment Services quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Oak Harvest Investment Services opened 0 positions, added to 4, reduced 1, sold out of 2 and left 1 unchanged. The largest increase in value was TEVA (+$1,035,000); the largest decrease was TSM (-$1,013,850).
- TSM: Country of operation —; Class Common Stock; Shares 2026-03-31 3,000; Shares 2026-06-30 0.
- SHEL: Country of operation —; Class SPON ADS; Shares 2026-03-31 2,617; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1839430): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-27). 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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