Peninsula Wealth, LLC historic quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 4 quarters from 2023-12-31 to 2024-12-31, Peninsula Wealth, LLC opened 2 positions, added to 3, reduced 0 and sold out of 0.
- Q4 2024: Stock WIT; Country of operation —; Class SPON ADR 1 SH; Shares before 0.
- Q1 2024: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 0.
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.
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