Peninsula Wealth, LLC historic quarter change: USA Stocks, Reduced
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 SNOW; Country of operation United States; Class CL A; Shares before 468,118.
- Q4 2024: Stock ORCL; Country of operation United States; Class COM; Shares before 410,353.
- Q4 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 171,920.
- Q4 2024: Stock VEEV; Country of operation United States; Class CL A COM; Shares before 4,222.
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 | SNOW
SNOWFLAKE INC | United States | CL A | 468,118 | 467,675 | -443 | $55,659,230 | $72,213,697 | +$16,554,467 | 2025-02-13 |
|---|
| Q4 2024 | ORCL
ORACLE CORP | United States | COM | 410,353 | 383,800 | -26,553 | $71,717,376 | $63,956,515 | -$7,760,861 | 2025-02-13 |
|---|
| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 171,920 | 170,936 | -984 | $23,332,945 | $22,954,938 | -$378,007 | 2025-02-13 |
|---|
| Q4 2024 | VEEV
VEEVA SYS INC | United States | CL A COM | 4,222 | 3,222 | -1,000 | $917,567 | $677,426 | -$240,141 | 2025-02-13 |
|---|
| Q4 2024 | UBER
UBER TECHNOLOGIES INC | United States | COM | 7,951 | 7,534 | -417 | $651,187 | $454,451 | -$196,736 | 2025-02-13 |
|---|
| Q4 2024 | GILD
GILEAD SCIENCES INC | United States | COM | 42,680 | 41,786 | -894 | $3,702,452 | $3,859,757 | +$157,305 | 2025-02-13 |
|---|
| Q4 2024 | TEAM
ATLASSIAN CORPORATION | | CL A | 6,017 | 5,117 | -900 | $1,139,319 | $1,245,375 | +$106,056 | 2025-02-13 |
|---|
| Q4 2024 | PEP
PEPSICO INC | United States | COM | 3,295 | 3,219 | -76 | $574,908 | $489,549 | -$85,359 | 2025-02-13 |
|---|
| Q4 2024 | BAC
BANK AMERICA CORP | United States | COM | 4,849 | 4,717 | -132 | $207,538 | $207,326 | -$212 | 2025-02-13 |
|---|
| Q3 2024 | SNOW
SNOWFLAKE INC | United States | CL A | 468,122 | 468,118 | -4 | $63,547,562 | $55,659,230 | -$7,888,332 | 2024-11-14 |
|---|
| Q3 2024 | VEEV
VEEVA SYS INC | United States | CL A COM | 6,807 | 4,222 | -2,585 | $1,279,171 | $917,567 | -$361,604 | 2024-11-14 |
|---|
| Q3 2024 | UBER
UBER TECHNOLOGIES INC | United States | COM | 8,297 | 7,951 | -346 | $600,952 | $651,187 | +$50,235 | 2024-11-14 |
|---|
| Q3 2024 | WMT
WALMART INC | United States | COM | 4,657 | 4,172 | -485 | $322,427 | $338,844 | +$16,417 | 2024-11-14 |
|---|
| Q2 2024 | SNOW
SNOWFLAKE INC | United States | CL A | 468,125 | 468,122 | -3 | $75,649,000 | $63,547,562 | -$12,101,438 | 2024-08-13 |
|---|
| Q2 2024 | ORCL
ORACLE CORP | United States | COM | 330,866 | 330,313 | -553 | $41,560,105 | $47,819,456 | +$6,259,351 | 2024-08-13 |
|---|
| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 21,463 | 8,943 | -12,520 | $3,871,515 | $1,739,344 | -$2,132,171 | 2024-08-13 |
|---|
| Q2 2024 | VEEV
VEEVA SYS INC | United States | CL A COM | 7,801 | 6,807 | -994 | $1,807,414 | $1,279,171 | -$528,243 | 2024-08-13 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 10,366 | 10,337 | -29 | $4,361,127 | $4,688,294 | +$327,167 | 2024-08-13 |
|---|
| Q2 2024 | INTU
INTUIT | United States | COM | 2,243 | 1,762 | -481 | $1,458,145 | $1,131,368 | -$326,777 | 2024-08-13 |
|---|
| Q2 2024 | SNPS
SYNOPSYS INC | United States | COM | 4,203 | 4,185 | -18 | $2,402,015 | $2,569,799 | +$167,784 | 2024-08-13 |
|---|
| Q2 2024 | V
VISA INC | United States | COM CL A | 7,236 | 7,087 | -149 | $2,019,405 | $1,883,296 | -$136,109 | 2024-08-13 |
|---|
| Q2 2024 | CRM
SALESFORCE INC | United States | COM | 1,759 | 1,725 | -34 | $529,776 | $438,170 | -$91,606 | 2024-08-13 |
|---|
| Q2 2024 | TEAM
ATLASSIAN CORPORATION | | CL A | 6,007 | 6,000 | -7 | $1,172,026 | $1,088,700 | -$83,326 | 2024-08-13 |
|---|
| Q2 2024 | UBER
UBER TECHNOLOGIES INC | United States | COM | 8,870 | 8,297 | -573 | $682,901 | $600,952 | -$81,949 | 2024-08-13 |
|---|
| Q2 2024 | CSCO
CISCO SYS INC | United States | COM | 8,969 | 8,543 | -426 | $447,653 | $404,757 | -$42,896 | 2024-08-13 |
|---|
| Q2 2024 | RTX
RTX CORPORATION | United States | COM | 3,460 | 3,081 | -379 | $337,479 | $312,033 | -$25,446 | 2024-08-13 |
|---|
| Q2 2024 | HD
HOME DEPOT INC | United States | COM | 811 | 806 | -5 | $311,274 | $289,909 | -$21,365 | 2024-08-13 |
|---|
| Q2 2024 | ABBV
ABBVIE INC | United States | COM | 1,219 | 1,208 | -11 | $221,964 | $205,781 | -$16,183 | 2024-08-13 |
|---|
| Q2 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,366 | 1,354 | -12 | $246,549 | $245,900 | -$649 | 2024-08-13 |
|---|
| Q1 2024 | SNOW
SNOWFLAKE INC | United States | CL A | 468,634 | 468,125 | -509 | $93,258,166 | $75,649,000 | -$17,609,166 | 2024-05-30 |
|---|
| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 18,214 | 18,190 | -24 | $9,020,107 | $16,435,531 | +$7,415,424 | 2024-05-30 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 60,311 | 50,987 | -9,324 | $11,611,665 | $8,743,305 | -$2,868,360 | 2024-05-30 |
|---|
| Q1 2024 | TSLA
TESLA INC | United States | COM | 6,234 | 5,746 | -488 | $1,549,024 | $1,010,089 | -$538,935 | 2024-05-30 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 22,078 | 21,463 | -615 | $3,354,547 | $3,871,515 | +$516,968 | 2024-05-30 |
|---|
| Q1 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 10,997 | 8,004 | -2,993 | $1,549,807 | $1,218,689 | -$331,118 | 2024-05-30 |
|---|
| Q1 2024 | GILD
GILEAD SCIENCES INC | United States | COM | 34,410 | 34,311 | -99 | $2,787,555 | $2,513,279 | -$274,276 | 2024-05-30 |
|---|
| Q1 2024 | TEAM
ATLASSIAN CORPORATION | | CL A | 6,008 | 6,007 | -1 | $1,429,063 | $1,172,026 | -$257,037 | 2024-05-30 |
|---|
| Q1 2024 | SNPS
SYNOPSYS INC | United States | COM | 4,208 | 4,203 | -5 | $2,166,741 | $2,402,015 | +$235,274 | 2024-05-30 |
|---|
| Q1 2024 | V
VISA INC | United States | COM CL A | 7,302 | 7,236 | -66 | $1,901,125 | $2,019,405 | +$118,280 | 2024-05-30 |
|---|
| Q1 2024 | JPM
JPMORGAN CHASE & CO | United States | COM | 2,656 | 2,653 | -3 | $451,780 | $531,297 | +$79,517 | 2024-05-30 |
|---|
| Q1 2024 | INTU
INTUIT | United States | COM | 2,244 | 2,243 | -1 | $1,402,695 | $1,458,145 | +$55,450 | 2024-05-30 |
|---|
| Q1 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 616 | 549 | -67 | $324,386 | $271,477 | -$52,909 | 2024-05-30 |
|---|
| Q1 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,700 | 3,632 | -68 | $369,963 | $422,220 | +$52,257 | 2024-05-30 |
|---|
| Q1 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,191 | 6,025 | -166 | $864,821 | $909,353 | +$44,532 | 2024-05-30 |
|---|
| Q1 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,402 | 1,366 | -36 | $206,669 | $246,549 | +$39,880 | 2024-05-30 |
|---|
| Q1 2024 | PLD
PROLOGIS INC. | United States | COM | 2,136 | 2,094 | -42 | $284,768 | $272,719 | -$12,049 | 2024-05-30 |
|---|
| Q1 2024 | PEP
PEPSICO INC | United States | COM | 3,188 | 3,142 | -46 | $541,475 | $549,839 | +$8,364 | 2024-05-30 |
|---|
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