Park State Asset Management historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Park State Asset Management opened 4 positions, added to 38, reduced 139 and sold out of 4.
- Q1 2026: Stock STLA; Country of operation —; Class SHS; Shares before 407,321.
- Q3 2025: Stock UNH; Country of operation United States; Class COM; Shares before 14,737.
- Q2 2025: Stock PGR; Country of operation United States; Class COM; Shares before 901.
- Q2 2025: Stock NVR; Country of operation United States; Class COM; Shares before 31.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908423), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-19); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Macco Financial Group, Inc. | United States | $0.132B | 21 |
| Penbrook Management LLC | United States | $0.132B | 93 |
| Boyce & Associates Wealth Consulting, Inc. | United States | $0.132B | 80 |
| bLong Financial, LLC | United States | $0.132B | 76 |
| ALTERNA WEALTH MANAGEMENT, INC | United States | $0.132B | 105 |
| Dale Q Rice Investment Management Ltd | United States | $0.132B | 68 |
| Sincerus Advisory, LLC | United States | $0.132B | 76 |
| Axos Invest Inc. | United States | $0.132B | 19 |
| Global Trust Wealth Management LLC | United States | $0.132B | 83 |
| TWIN CITY PRIVATE WEALTH, LLC | United States | $0.132B | 96 |