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Signify Wealth Historic Quarter Change: USA Stocks, Added

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Signify Wealth historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Signify Wealth opened 6 positions, added to 10, reduced 21 and sold out of 4.

  • Q4 2024: Stock TSLA; Country of operation United States; Class COM; Shares before 14,127.
  • Q4 2024: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 64,680.
  • Q4 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 2,210.
  • Q3 2024: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 58,307.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1769062), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). 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 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024TSLA
TESLA INC		United StatesCOM14,12714,342+215$3,696,047$5,791,873+$2,095,8262025-02-06
Q4 2024IAU
ISHARES GOLD TR		United StatesISHARES NEW64,68069,176+4,496$3,214,596$3,424,904+$210,3082025-02-06
Q4 2024MSFT
MICROSOFT CORP		United StatesCOM2,2102,211+1$950,823$932,044-$18,7792025-02-06
Q3 2024IAU
ISHARES GOLD TR		United StatesISHARES NEW58,30764,680+6,373$2,561,427$3,214,596+$653,1692024-10-30
Q3 2024META
META PLATFORMS INC		United StatesCL A732983+251$369,174$562,530+$193,3562024-10-30
Q2 2024AAPL
APPLE INC		United StatesCOM23,15323,320+167$3,970,297$4,911,706+$941,4092024-07-22
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM2,42223,916+21,494$2,188,519$2,954,545+$766,0262024-07-22
Q1 2024IAU
ISHARES GOLD TR		United StatesISHARES NEW52,49560,241+7,746$2,048,880$2,530,724+$481,8442024-04-25
Q1 2024META
META PLATFORMS INC		United StatesCL A644982+338$227,950$476,639+$248,6892024-04-25
Q1 2024MSFT
MICROSOFT CORP		United StatesCOM2,2152,509+294$832,988$1,055,450+$222,4622024-04-25

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