Peninsula Wealth, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Peninsula Wealth, LLC opened 15 positions, added to 93, reduced 47 and sold out of 7.
- Q4 2024: Stock TSLA; Country of operation United States; Class COM; Shares before 6,406.
- Q4 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 52,013.
- Q4 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 9,418.
- Q4 2024: Stock AVGO; Country of operation United States; Class COM; Shares before 6,465.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1600052), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-30). 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 2018-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q4 2024 | TSLA TESLA INC | United States | COM | 6,406 | 6,679 | +273 | $1,417,840 | $2,697,247 | +$1,279,407 | 2025-02-13 |
| Q4 2024 | AAPL APPLE INC | United States | COM | 52,013 | 52,830 | +817 | $12,055,491 | $13,229,772 | +$1,174,281 | 2025-02-13 |
| Q4 2024 | AMZN AMAZON COM INC | United States | COM | 9,418 | 9,979 | +561 | $1,760,202 | $2,189,377 | +$429,175 | 2025-02-13 |
| Q4 2024 | AVGO BROADCOM INC | United States | COM | 6,465 | 6,711 | +246 | $1,143,075 | $1,555,933 | +$412,858 | 2025-02-13 |
| Q4 2024 | PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 5,303 | 6,436 | +1,133 | $222,355 | $486,755 | +$264,400 | 2025-02-13 |
| Q4 2024 | GOOG ALPHABET INC | United States | CAP STK CL C | 8,126 | 8,396 | +270 | $1,354,918 | $1,598,851 | +$243,933 | 2025-02-13 |
| Q4 2024 | V VISA INC | United States | COM CL A | 7,156 | 7,239 | +83 | $2,057,410 | $2,287,833 | +$230,423 | 2025-02-13 |
| Q4 2024 | GOOGL ALPHABET INC | United States | CAP STK CL A | 6,304 | 6,599 | +295 | $1,041,242 | $1,249,258 | +$208,016 | 2025-02-13 |
| Q4 2024 | MSFT MICROSOFT CORP | United States | COM | 10,639 | 10,954 | +315 | $4,427,078 | $4,617,080 | +$190,002 | 2025-02-13 |
| Q4 2024 | CRM SALESFORCE INC | United States | COM | 1,839 | 1,886 | +47 | $534,923 | $630,582 | +$95,659 | 2025-02-13 |
| Q4 2024 | JPM JPMORGAN CHASE & CO. | United States | COM | 2,811 | 2,983 | +172 | $628,590 | $715,004 | +$86,414 | 2025-02-13 |
| Q4 2024 | NFLX NETFLIX INC | United States | COM | 332 | 358 | +26 | $233,064 | $319,093 | +$86,029 | 2025-02-13 |
| Q4 2024 | META META PLATFORMS INC | United States | CL A | 2,694 | 2,790 | +96 | $1,553,967 | $1,633,323 | +$79,356 | 2025-02-13 |
| Q4 2024 | XOMXXXX EXXON MOBIL CORP | COM | 5,222 | 5,238 | +16 | $630,084 | $563,473 | -$66,611 | 2025-02-13 | |
| Q4 2024 | WMT WALMART INC | United States | COM | 4,172 | 4,470 | +298 | $338,844 | $403,903 | +$65,059 | 2025-02-13 |
| Q4 2024 | SNPS SYNOPSYS INC | United States | COM | 4,204 | 4,224 | +20 | $2,107,675 | $2,050,161 | -$57,514 | 2025-02-13 |
| Q4 2024 | CSCO CISCO SYS INC | United States | COM | 8,917 | 9,448 | +531 | $502,726 | $559,294 | +$56,568 | 2025-02-13 |
| Q4 2024 | LLY ELI LILLY & CO | United States | COM | 606 | 656 | +50 | $555,634 | $506,121 | -$49,513 | 2025-02-13 |
| Q4 2024 | PG PROCTER AND GAMBLE CO | United States | COM | 1,488 | 1,803 | +315 | $256,463 | $302,276 | +$45,813 | 2025-02-13 |
| Q4 2024 | INTU INTUIT | United States | COM | 1,783 | 1,786 | +3 | $1,086,780 | $1,122,811 | +$36,031 | 2025-02-13 |
| Q4 2024 | COST COSTCO WHSL CORP NEW | United States | COM | 808 | 818 | +10 | $716,598 | $749,197 | +$32,599 | 2025-02-13 |
| Q4 2024 | RTX RTX CORPORATION | United States | COM | 3,134 | 3,168 | +34 | $395,512 | $366,646 | -$28,866 | 2025-02-13 |
| Q4 2024 | MA MASTERCARD INCORPORATED | United States | CL A | 1,261 | 1,282 | +21 | $648,405 | $674,821 | +$26,416 | 2025-02-13 |
| Q4 2024 | UNH UNITEDHEALTH GROUP INC | United States | COM | 617 | 647 | +30 | $352,720 | $327,391 | -$25,329 | 2025-02-13 |
| Q4 2024 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3,086 | 3,216 | +130 | $1,437,119 | $1,457,748 | +$20,629 | 2025-02-13 | |
| Q4 2024 | HPE HEWLETT PACKARD ENTERPRISE C | United States | COM | 12,554 | 12,705 | +151 | $262,251 | $271,242 | +$8,991 | 2025-02-13 |
| Q4 2024 | ABBV ABBVIE INC | United States | COM | 1,306 | 1,360 | +54 | $248,753 | $241,725 | -$7,028 | 2025-02-13 |
| Q4 2024 | HD HOME DEPOT INC | United States | COM | 905 | 978 | +73 | $378,894 | $380,592 | +$1,698 | 2025-02-13 |
| Q3 2024 | ORCL ORACLE CORP | United States | COM | 330,313 | 410,353 | +80,040 | $47,819,456 | $71,717,376 | +$23,897,920 | 2024-11-14 |
| Q3 2024 | GILD GILEAD SCIENCES INC | United States | COM | 34,438 | 42,680 | +8,242 | $2,409,286 | $3,702,452 | +$1,293,166 | 2024-11-14 |
| Q3 2024 | NVDA NVIDIA CORPORATION | United States | COM | 171,050 | 171,920 | +870 | $22,106,541 | $23,332,945 | +$1,226,404 | 2024-11-14 |
| Q3 2024 | AVGO BROADCOM INC | United States | COM | 974 | 6,465 | +5,491 | $1,657,223 | $1,143,075 | -$514,148 | 2024-11-14 |
| Q3 2024 | SNPS SYNOPSYS INC | United States | COM | 4,185 | 4,204 | +19 | $2,569,799 | $2,107,675 | -$462,124 | 2024-11-14 |
| Q3 2024 | MSFT MICROSOFT CORP | United States | COM | 10,337 | 10,639 | +302 | $4,688,294 | $4,427,078 | -$261,216 | 2024-11-14 |
| Q3 2024 | META META PLATFORMS INC | United States | CL A | 2,613 | 2,694 | +81 | $1,303,487 | $1,553,967 | +$250,480 | 2024-11-14 |
| Q3 2024 | AAPL APPLE INC | United States | COM | 51,248 | 52,013 | +765 | $11,814,705 | $12,055,491 | +$240,786 | 2024-11-14 |
| Q3 2024 | V VISA INC | United States | COM CL A | 7,087 | 7,156 | +69 | $1,883,296 | $2,057,410 | +$174,114 | 2024-11-14 |
| Q3 2024 | GOOG ALPHABET INC | United States | CAP STK CL C | 8,087 | 8,126 | +39 | $1,510,451 | $1,354,918 | -$155,533 | 2024-11-14 |
| Q3 2024 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3,022 | 3,086 | +64 | $1,282,658 | $1,437,119 | +$154,461 | 2024-11-14 | |
| Q3 2024 | TSLA TESLA INC | United States | COM | 6,228 | 6,406 | +178 | $1,545,976 | $1,417,840 | -$128,136 | 2024-11-14 |
| Q3 2024 | MA MASTERCARD INCORPORATED | United States | CL A | 1,211 | 1,261 | +50 | $533,080 | $648,405 | +$115,325 | 2024-11-14 |
| Q3 2024 | CSCO CISCO SYS INC | United States | COM | 8,543 | 8,917 | +374 | $404,757 | $502,726 | +$97,969 | 2024-11-14 |
| Q3 2024 | CRM SALESFORCE INC | United States | COM | 1,725 | 1,839 | +114 | $438,170 | $534,923 | +$96,753 | 2024-11-14 |
| Q3 2024 | HD HOME DEPOT INC | United States | COM | 806 | 905 | +99 | $289,909 | $378,894 | +$88,985 | 2024-11-14 |
| Q3 2024 | GOOGL ALPHABET INC | United States | CAP STK CL A | 6,104 | 6,304 | +200 | $1,129,680 | $1,041,242 | -$88,438 | 2024-11-14 |
| Q3 2024 | RTX RTX CORPORATION | United States | COM | 3,081 | 3,134 | +53 | $312,033 | $395,512 | +$83,479 | 2024-11-14 |
| Q3 2024 | JPM JPMORGAN CHASE & CO. | United States | COM | 2,679 | 2,811 | +132 | $549,025 | $628,590 | +$79,565 | 2024-11-14 |
| Q3 2024 | XOMXXXX EXXON MOBIL CORP | COM | 4,954 | 5,222 | +268 | $561,124 | $630,084 | +$68,960 | 2024-11-14 | |
| Q3 2024 | UNH UNITEDHEALTH GROUP INC | United States | COM | 561 | 617 | +56 | $287,197 | $352,720 | +$65,523 | 2024-11-14 |
| Q3 2024 | COST COSTCO WHSL CORP NEW | United States | COM | 785 | 808 | +23 | $661,468 | $716,598 | +$55,130 | 2024-11-14 |
| Q3 2024 | TEAM ATLASSIAN CORPORATION | CL A | 6,000 | 6,017 | +17 | $1,088,700 | $1,139,319 | +$50,619 | 2024-11-14 | |
| Q3 2024 | INTU INTUIT | United States | COM | 1,762 | 1,783 | +21 | $1,131,368 | $1,086,780 | -$44,588 | 2024-11-14 |
| Q3 2024 | PEP PEPSICO INC | United States | COM | 3,192 | 3,295 | +103 | $531,135 | $574,908 | +$43,773 | 2024-11-14 |
| Q3 2024 | ABBV ABBVIE INC | United States | COM | 1,208 | 1,306 | +98 | $205,781 | $248,753 | +$42,972 | 2024-11-14 |
| Q3 2024 | NFLX NETFLIX INC | United States | COM | 310 | 332 | +22 | $200,756 | $233,064 | +$32,308 | 2024-11-14 |
| Q3 2024 | PG PROCTER AND GAMBLE CO | United States | COM | 1,369 | 1,488 | +119 | $228,066 | $256,463 | +$28,397 | 2024-11-14 |
| Q3 2024 | AMD ADVANCED MICRO DEVICES INC | United States | COM | 1,354 | 1,399 | +45 | $245,900 | $218,426 | -$27,474 | 2024-11-14 |
| Q3 2024 | AMZN AMAZON COM INC | United States | COM | 8,943 | 9,418 | +475 | $1,739,344 | $1,760,202 | +$20,858 | 2024-11-14 |
| Q3 2024 | HPE HEWLETT PACKARD ENTERPRISE C | United States | COM | 12,468 | 12,554 | +86 | $263,953 | $262,251 | -$1,702 | 2024-11-14 |
| Q3 2024 | LLY ELI LILLY & CO | United States | COM | 585 | 606 | +21 | $554,398 | $555,634 | +$1,236 | 2024-11-14 |
| Q2 2024 | NVDA NVIDIA CORPORATION | United States | COM | 18,190 | 171,050 | +152,860 | $16,435,531 | $22,106,541 | +$5,671,010 | 2024-08-13 |
| Q2 2024 | AAPL APPLE INC | United States | COM | 50,987 | 51,248 | +261 | $8,743,305 | $11,814,705 | +$3,071,400 | 2024-08-13 |
| Q2 2024 | TSLA TESLA INC | United States | COM | 5,746 | 6,228 | +482 | $1,010,089 | $1,545,976 | +$535,887 | 2024-08-13 |
| Q2 2024 | AVGO BROADCOM INC | United States | COM | 966 | 974 | +8 | $1,280,081 | $1,657,223 | +$377,142 | 2024-08-13 |
| Q2 2024 | GOOG ALPHABET INC | United States | CAP STK CL C | 8,004 | 8,087 | +83 | $1,218,689 | $1,510,451 | +$291,762 | 2024-08-13 |
| Q2 2024 | GOOGL ALPHABET INC | United States | CAP STK CL A | 6,025 | 6,104 | +79 | $909,353 | $1,129,680 | +$220,327 | 2024-08-13 |
| Q2 2024 | XOMXXXX EXXON MOBIL CORP | COM | 3,632 | 4,954 | +1,322 | $422,220 | $561,124 | +$138,904 | 2024-08-13 | |
| Q2 2024 | LLY ELI LILLY & CO | United States | COM | 574 | 585 | +11 | $446,789 | $554,398 | +$107,609 | 2024-08-13 |
| Q2 2024 | GILD GILEAD SCIENCES INC | United States | COM | 34,311 | 34,438 | +127 | $2,513,279 | $2,409,286 | -$103,993 | 2024-08-13 |
| Q2 2024 | COST COSTCO WHSL CORP NEW | United States | COM | 781 | 785 | +4 | $571,899 | $661,468 | +$89,569 | 2024-08-13 |
| Q2 2024 | WMT WALMART INC | United States | COM | 3,988 | 4,657 | +669 | $239,949 | $322,427 | +$82,478 | 2024-08-13 |
| Q2 2024 | MA MASTERCARD INCORPORATED | United States | CL A | 1,208 | 1,211 | +3 | $581,723 | $533,080 | -$48,643 | 2024-08-13 |
| Q2 2024 | HPE HEWLETT PACKARD ENTERPRISE C | United States | COM | 12,381 | 12,468 | +87 | $219,507 | $263,953 | +$44,446 | 2024-08-13 |
| Q2 2024 | META META PLATFORMS INC | United States | CL A | 2,611 | 2,613 | +2 | $1,268,063 | $1,303,487 | +$35,424 | 2024-08-13 |
| Q2 2024 | MRK MERCK & CO INC | United States | COM | 1,612 | 1,830 | +218 | $212,757 | $233,752 | +$20,995 | 2024-08-13 |
| Q2 2024 | PEP PEPSICO INC | United States | COM | 3,142 | 3,192 | +50 | $549,839 | $531,135 | -$18,704 | 2024-08-13 |
| Q2 2024 | JPM JPMORGAN CHASE & CO. | United States | COM | 2,653 | 2,679 | +26 | $531,297 | $549,025 | +$17,728 | 2024-08-13 |
| Q2 2024 | UNH UNITEDHEALTH GROUP INC | United States | COM | 549 | 561 | +12 | $271,477 | $287,197 | +$15,720 | 2024-08-13 |
| Q2 2024 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3,013 | 3,022 | +9 | $1,267,027 | $1,282,658 | +$15,631 | 2024-08-13 | |
| Q2 2024 | PG PROCTER AND GAMBLE CO | United States | COM | 1,353 | 1,369 | +16 | $219,486 | $228,066 | +$8,580 | 2024-08-13 |
| Q1 2024 | ORCL ORACLE CORP | United States | COM | 330,159 | 330,866 | +707 | $34,808,678 | $41,560,105 | +$6,751,427 | 2024-05-30 |
| Q1 2024 | MSFT MICROSOFT CORP | United States | COM | 10,316 | 10,366 | +50 | $3,879,247 | $4,361,127 | +$481,880 | 2024-05-30 |
| Q1 2024 | META META PLATFORMS INC | United States | CL A | 2,581 | 2,611 | +30 | $913,571 | $1,268,063 | +$354,492 | 2024-05-30 |
| Q1 2024 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3,000 | 3,013 | +13 | $1,069,980 | $1,267,027 | +$197,047 | 2024-05-30 | |
| Q1 2024 | UBER UBER TECHNOLOGIES INC | United States | COM | 8,737 | 8,870 | +133 | $537,937 | $682,901 | +$144,964 | 2024-05-30 |
| Q1 2024 | LLY ELI LILLY & CO | United States | COM | 570 | 574 | +4 | $332,285 | $446,789 | +$114,504 | 2024-05-30 |
| Q1 2024 | MA MASTERCARD INCORPORATED | United States | CL A | 1,202 | 1,208 | +6 | $512,540 | $581,723 | +$69,183 | 2024-05-30 |
| Q1 2024 | CRM SALESFORCE INC | United States | COM | 1,751 | 1,759 | +8 | $460,758 | $529,776 | +$69,018 | 2024-05-30 |
| Q1 2024 | COST COSTCO WHSL CORP NEW | United States | COM | 776 | 781 | +5 | $512,495 | $571,899 | +$59,404 | 2024-05-30 |
| Q1 2024 | RTX RTX CORPORATION | United States | COM | 3,459 | 3,460 | +1 | $291,057 | $337,479 | +$46,422 | 2024-05-30 |
| Q1 2024 | HD HOME DEPOT INC | United States | COM | 787 | 811 | +24 | $272,836 | $311,274 | +$38,438 | 2024-05-30 |
| Q1 2024 | HPE HEWLETT PACKARD ENTERPRISE C | United States | COM | 12,273 | 12,381 | +108 | $208,392 | $219,507 | +$11,115 | 2024-05-30 |
| Q1 2024 | CSCO CISCO SYS INC | United States | COM | 8,834 | 8,969 | +135 | $446,317 | $447,653 | +$1,336 | 2024-05-30 |
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