Signify Wealth historic quarter change: USA Stocks, Reduced
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 AMZN; Country of operation United States; Class COM; Shares before 25,819.
- Q4 2024: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 24,475.
- Q4 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 19,975.
- Q4 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 13,864.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 25,819 | 25,744 | -75 | $4,810,854 | $5,647,976 | +$837,122 | 2025-02-06 |
|---|
| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 24,475 | 24,397 | -78 | $4,059,106 | $4,618,314 | +$559,208 | 2025-02-06 |
|---|
| Q4 2024 | AAPL
APPLE INC | United States | COM | 19,975 | 19,849 | -126 | $4,654,106 | $4,970,629 | +$316,523 | 2025-02-06 |
|---|
| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 13,864 | 13,341 | -523 | $1,683,607 | $1,791,551 | +$107,944 | 2025-02-06 |
|---|
| Q3 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 23,916 | 13,864 | -10,052 | $2,954,545 | $1,683,607 | -$1,270,938 | 2024-10-30 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 25,961 | 24,475 | -1,486 | $4,728,718 | $4,059,106 | -$669,612 | 2024-10-30 |
|---|
| Q3 2024 | TSLA
TESLA INC | United States | COM | 15,665 | 14,127 | -1,538 | $3,099,790 | $3,696,047 | +$596,257 | 2024-10-30 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 26,849 | 25,819 | -1,030 | $5,188,569 | $4,810,854 | -$377,715 | 2024-10-30 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 23,320 | 19,975 | -3,345 | $4,911,706 | $4,654,106 | -$257,600 | 2024-10-30 |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 2,308 | 2,210 | -98 | $1,031,623 | $950,823 | -$80,800 | 2024-10-30 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 27,277 | 25,961 | -1,316 | $4,116,918 | $4,728,718 | +$611,800 | 2024-07-22 |
|---|
| Q2 2024 | TSLA
TESLA INC | United States | COM | 15,689 | 15,665 | -24 | $2,757,969 | $3,099,790 | +$341,821 | 2024-07-22 |
|---|
| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 26,931 | 26,849 | -82 | $4,857,814 | $5,188,569 | +$330,755 | 2024-07-22 |
|---|
| Q2 2024 | META
META PLATFORMS INC | United States | CL A | 982 | 732 | -250 | $476,639 | $369,174 | -$107,465 | 2024-07-22 |
|---|
| Q2 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 60,241 | 58,307 | -1,934 | $2,530,724 | $2,561,427 | +$30,703 | 2024-07-22 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 2,509 | 2,308 | -201 | $1,055,450 | $1,031,623 | -$23,827 | 2024-07-22 |
|---|
| Q1 2024 | TSLA
TESLA INC | United States | COM | 20,560 | 15,689 | -4,871 | $5,108,749 | $2,757,969 | -$2,350,780 | 2024-04-25 |
|---|
| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 2,735 | 2,422 | -313 | $1,354,462 | $2,188,519 | +$834,057 | 2024-04-25 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 24,813 | 23,153 | -1,660 | $4,777,165 | $3,970,297 | -$806,868 | 2024-04-25 |
|---|
| Q1 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 31,724 | 27,277 | -4,447 | $4,431,526 | $4,116,918 | -$314,608 | 2024-04-25 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 31,089 | 26,931 | -4,158 | $4,723,663 | $4,857,814 | +$134,151 | 2024-04-25 |
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