Rochester Wealth Strategies, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, Rochester Wealth Strategies, LLC opened 5 positions, added to 18, reduced 8 and sold out of 3.
- Q2 2026: Stock JPM; Country of operation United States; Class COM; Shares before 1,112.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 736.
- Q3 2025: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 417.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1958456), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22). 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 2025-03-31.
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