Proquility Private Wealth Partners, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Proquility Private Wealth Partners, LLC opened 4 positions, added to 25, reduced 12, sold out of 4 and left 0 unchanged. The largest increase in value was MDT (+$2,727,631); the largest decrease was AVGO (-$2,276,036).
- GILD: Country of operation United States; Class COM; Shares 2024-12-31 0; Shares 2025-03-31 15,019.
- ED: Country of operation United States; Class COM; Shares 2024-12-31 0; Shares 2025-03-31 14,981.
- RTX: Country of operation United States; Class COM; Shares 2024-12-31 0; Shares 2025-03-31 8,008.
- FCX: Country of operation United States; Class CL B; Shares 2024-12-31 0; Shares 2025-03-31 27,530.
Two Form 13F-HR filings compared (SEC CIK 1844911): 2024-12-31 (filed 2025-01-17) and 2025-03-31 (filed 2025-05-15). 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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