Peninsula Wealth, LLC quarter change: USA Stocks, Unchanged
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).
- SSNC: Country of operation United States; Class COM; Shares 2024-09-30 6,422; Shares 2024-12-31 6,422.
- GLD: Country of operation United States; Class GOLD SHS; Shares 2024-09-30 884; Shares 2024-12-31 884.
- OBDC: Country of operation United States; Class COM; Shares 2024-09-30 18,242; Shares 2024-12-31 18,242.
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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