Peninsula Wealth, LLC historic quarter change: USA Stocks, New
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 IDCC; Country of operation United States; Class COM; Shares before 0.
- Q4 2024: Stock ISRG; Country of operation United States; Class COM NEW; Shares before 0.
- Q4 2024: Stock DIS; Country of operation United States; Class COM; Shares before 0.
- Q3 2024: Stock SSNC; Country of operation United States; Class COM; 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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | IDCC
INTERDIGITAL INC | United States | COM | 0 | 1,187 | +1,187 | $0 | $229,981 | +$229,981 | 2025-02-13 |
|---|
| Q4 2024 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 0 | 435 | +435 | $0 | $227,053 | +$227,053 | 2025-02-13 |
|---|
| Q4 2024 | DIS
DISNEY WALT CO | United States | COM | 0 | 1,844 | +1,844 | $0 | $205,285 | +$205,285 | 2025-02-13 |
|---|
| Q3 2024 | SSNC
SS&C TECHNOLOGIES HLDGS INC | United States | COM | 0 | 6,422 | +6,422 | $0 | $492,311 | +$492,311 | 2024-11-14 |
|---|
| Q3 2024 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 0 | 5,303 | +5,303 | $0 | $222,355 | +$222,355 | 2024-11-14 |
|---|
| Q3 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 0 | 884 | +884 | $0 | $218,481 | +$218,481 | 2024-11-14 |
|---|
| Q3 2024 | BAC
BANK AMERICA CORP | United States | COM | 0 | 4,849 | +4,849 | $0 | $207,538 | +$207,538 | 2024-11-14 |
|---|
| Q2 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 0 | 1,716 | +1,716 | $0 | $257,172 | +$257,172 | 2024-08-13 |
|---|
| Q2 2024 | NFLX
NETFLIX INC | United States | COM | 0 | 310 | +310 | $0 | $200,756 | +$200,756 | 2024-08-13 |
|---|
| Q1 2024 | WMT
WALMART INC | United States | COM | 0 | 3,988 | +3,988 | $0 | $239,949 | +$239,949 | 2024-05-30 |
|---|
| Q1 2024 | ABBV
ABBVIE INC | United States | COM | 0 | 1,219 | +1,219 | $0 | $221,964 | +$221,964 | 2024-05-30 |
|---|
| Q1 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 0 | 1,353 | +1,353 | $0 | $219,486 | +$219,486 | 2024-05-30 |
|---|
| Q1 2024 | MRK
MERCK & CO INC | United States | COM | 0 | 1,612 | +1,612 | $0 | $212,757 | +$212,757 | 2024-05-30 |
|---|
| Q1 2024 | DIS
DISNEY WALT CO | United States | COM | 0 | 1,731 | +1,731 | $0 | $211,798 | +$211,798 | 2024-05-30 |
|---|
| Q1 2024 | CVX
CHEVRON CORP NEW | United States | COM | 0 | 1,280 | +1,280 | $0 | $201,830 | +$201,830 | 2024-05-30 |
|---|
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