Peninsula Wealth, LLC quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-09-30 to 2024-12-31, Peninsula Wealth, LLC opened 1 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was WIT (+$74,453); the largest decrease was TSM (+$54,272).
- WIT: Country of operation —; Class SPON ADR 1 SH; Shares 2024-09-30 0; Shares 2024-12-31 21,032.
Two Form 13F-HR filings compared (SEC CIK 1600052): 2024-09-30 (filed 2024-11-14) and 2024-12-31 (filed 2025-02-13). 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; share change is the position change.
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