Peninsula Wealth, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Peninsula Wealth, LLC opened 3 positions, added to 28, reduced 9, sold out of 1 and left 3 unchanged. The largest increase in value was SNOW (+$16,554,467); the largest decrease was ORCL (-$7,760,861).
- AMD: Country of operation United States; Class COM; Shares 2024-09-30 1,399; Shares 2024-12-31 0.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||