Pachira Investments Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Pachira Investments Inc. opened 75 positions, added to 122, reduced 49 and sold out of 50.
- Q2 2026: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 2,193.
- Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 2,604.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 2,403.
- Q2 2026: Stock SHOP; Country of operation —; Class CL A SUB VTG SHS; Shares before 5,696.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1563634), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). 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 2016-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,193 | 653 | -1,540 | $1,050,886 | $326,755 | -$724,131 | 2026-07-17 |
|---|
| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 2,604 | 2,528 | -76 | $417,473 | $862,099 | +$444,626 | 2026-07-17 |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,403 | 2,148 | -255 | $407,675 | $293,612 | -$114,063 | 2026-07-17 |
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| Q2 2026 | SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 5,696 | 4,958 | -738 | $675,660 | $566,104 | -$109,556 | 2026-07-17 |
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| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 1,908 | 1,770 | -138 | $394,692 | $293,371 | -$101,321 | 2026-07-17 |
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| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | 1,200 | 1,042 | -158 | $373,089 | $281,748 | -$91,341 | 2026-07-17 |
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| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 2,472 | 1,876 | -596 | $357,072 | $275,130 | -$81,942 | 2026-07-17 |
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| Q2 2026 | SRE
SEMPRA | United States | COM | 3,410 | 2,695 | -715 | $331,315 | $249,896 | -$81,419 | 2026-07-17 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 399 | 333 | -66 | $282,624 | $355,063 | +$72,439 | 2026-07-17 |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 1,090 | 1,056 | -34 | $329,425 | $362,316 | +$32,891 | 2026-07-17 |
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| Q2 2026 | UNP
UNION PAC CORP | United States | COM | 1,197 | 1,185 | -12 | $290,403 | $322,305 | +$31,902 | 2026-07-17 |
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| Q2 2026 | GM
GENERAL MTRS CO | United States | COM | 6,127 | 6,125 | -2 | $456,455 | $472,091 | +$15,636 | 2026-07-17 |
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| Q2 2026 | GEV
GE VERNOVA INC | United States | COM | 261 | 200 | -61 | $228,070 | $235,379 | +$7,309 | 2026-07-17 |
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| Q1 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,912 | 2,193 | -1,719 | $1,966,367 | $1,050,886 | -$915,481 | 2026-04-27 |
|---|
| Q1 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 5,788 | 5,656 | -132 | $2,799,547 | $3,418,517 | +$618,970 | 2026-04-27 |
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| Q1 2026 | SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 5,703 | 5,696 | -7 | $918,012 | $675,660 | -$242,352 | 2026-04-27 |
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| Q1 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 4,416 | 4,294 | -122 | $913,891 | $1,049,680 | +$135,789 | 2026-04-27 |
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| Q1 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 684 | 581 | -103 | $271,076 | $249,998 | -$21,078 | 2026-04-27 |
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| Q4 2025 | PI
IMPINJ INC | United States | COM | 20,504 | 18,104 | -2,400 | $3,706,098 | $3,150,277 | -$555,821 | 2026-02-02 |
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| Q4 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 4,300 | 3,912 | -388 | $2,161,782 | $1,966,367 | -$195,415 | 2026-02-02 |
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| Q3 2025 | AAPL
APPLE INC | United States | COM | 3,475 | 3,413 | -62 | $712,980 | $868,995 | +$156,015 | 2025-10-22 |
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| Q3 2025 | LMT
LOCKHEED MARTIN CORP | United States | COM | 4,838 | 4,771 | -67 | $2,240,849 | $2,381,743 | +$140,894 | 2025-10-22 |
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| Q3 2025 | TSLA
TESLA INC | United States | COM | 1,000 | 995 | -5 | $317,660 | $442,496 | +$124,836 | 2025-10-22 |
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| Q3 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 4,141 | 3,939 | -202 | $632,540 | $730,387 | +$97,847 | 2025-10-22 |
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| Q3 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 2,482 | 2,358 | -124 | $395,470 | $362,243 | -$33,227 | 2025-10-22 |
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| Q3 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 4,482 | 4,300 | -182 | $2,177,221 | $2,161,782 | -$15,439 | 2025-10-22 |
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| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 3,848 | 3,409 | -439 | $1,457,741 | $1,695,583 | +$237,842 | 2025-07-10 |
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| Q2 2025 | AAPL
APPLE INC | United States | COM | 3,837 | 3,475 | -362 | $836,064 | $712,980 | -$123,084 | 2025-07-10 |
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| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,173 | 5,027 | -146 | $798,384 | $885,976 | +$87,592 | 2025-07-10 |
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| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 5,990 | 5,597 | -393 | $1,154,464 | $1,228,007 | +$73,543 | 2025-07-10 |
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| Q2 2025 | ORCL
ORACLE CORP | United States | COM | 1,558 | 965 | -593 | $219,500 | $211,045 | -$8,455 | 2025-07-10 |
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| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,366 | 4,750 | -616 | $977,335 | $787,784 | -$189,551 | 2024-10-17 |
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| Q3 2024 | PI
IMPINJ INC | United States | COM | 3,131 | 3,071 | -60 | $490,847 | $664,933 | +$174,086 | 2024-10-17 |
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| Q3 2024 | TSLA
TESLA INC | United States | COM | 1,049 | 1,024 | -25 | $207,576 | $267,909 | +$60,333 | 2024-10-17 |
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| Q3 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 4,377 | 4,093 | -284 | $639,810 | $663,350 | +$23,540 | 2024-10-17 |
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| Q3 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 2,438 | 2,429 | -9 | $402,140 | $420,699 | +$18,559 | 2024-10-17 |
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| Q2 2024 | GE
GE AEROSPACE | United States | COM NEW | 3,749 | 1,489 | -2,260 | $657,982 | $236,686 | -$421,296 | 2024-07-15 |
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| Q2 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,077 | 1,040 | -37 | $788,763 | $883,783 | +$95,020 | 2024-07-15 |
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| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 6,509 | 5,634 | -875 | $1,174,093 | $1,088,842 | -$85,251 | 2024-07-15 |
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| Q2 2024 | SHOP
SHOPIFY INC | | CL A | 5,354 | 5,352 | -2 | $413,168 | $353,500 | -$59,668 | 2024-07-15 |
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| Q2 2024 | ORCL
ORACLE CORP | United States | COM | 2,621 | 2,419 | -202 | $329,165 | $341,522 | +$12,357 | 2024-07-15 |
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| Q1 2024 | PI
IMPINJ INC | United States | COM | 12,331 | 2,331 | -10,000 | $1,110,160 | $299,324 | -$810,836 | 2024-04-19 |
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| Q1 2024 | AAPL
APPLE INC | United States | COM | 3,533 | 3,130 | -403 | $680,303 | $536,791 | -$143,512 | 2024-04-19 |
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| Q1 2024 | SHOP
SHOPIFY INC | | CL A | 7,084 | 5,354 | -1,730 | $551,844 | $413,168 | -$138,676 | 2024-04-19 |
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| Q1 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 4,701 | 4,504 | -197 | $2,130,790 | $2,048,918 | -$81,872 | 2024-04-19 |
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| Q1 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,097 | 1,077 | -20 | $724,435 | $788,763 | +$64,328 | 2024-04-19 |
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| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 2,171 | 2,086 | -85 | $816,505 | $877,541 | +$61,036 | 2024-04-19 |
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| Q1 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 3,036 | 2,407 | -629 | $444,905 | $390,497 | -$54,408 | 2024-04-19 |
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| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 757 | 367 | -390 | $374,893 | $331,836 | -$43,057 | 2024-04-19 |
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