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Signify Wealth Last Quarter Change: USA Stocks, Reduced

Signify Wealth quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Signify Wealth opened 0 positions, added to 3, reduced 4, sold out of 3 and left 3 unchanged. The largest increase in value was TSLA (+$2,095,826); the largest decrease was MELI (-$223,664).

  • AMZN: Country of operation United States; Class COM; Shares 2024-09-30 25,819; Shares 2024-12-31 25,744.
  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2024-09-30 24,475; Shares 2024-12-31 24,397.
  • AAPL: Country of operation United States; Class COM; Shares 2024-09-30 19,975; Shares 2024-12-31 19,849.
  • NVDA: Country of operation United States; Class COM; Shares 2024-09-30 13,864; Shares 2024-12-31 13,341.

Two Form 13F-HR filings compared (SEC CIK 1769062): 2024-09-30 (filed 2024-10-30) and 2024-12-31 (filed 2025-02-06). 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.

StockCountry of operationClassShares 2024-09-30Shares 2024-12-31Share changeValue 2024-09-30Value 2024-12-31Value change
AMZN
AMAZON COM INC
United StatesCOM25,81925,744-75$4,810,854$5,647,976+$837,122
GOOGL
ALPHABET INC
United StatesCAP STK CL A24,47524,397-78$4,059,106$4,618,314+$559,208
AAPL
APPLE INC
United StatesCOM19,97519,849-126$4,654,106$4,970,629+$316,523
NVDA
NVIDIA CORPORATION
United StatesCOM13,86413,341-523$1,683,607$1,791,551+$107,944

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