Solano Wealth Management, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, Solano Wealth Management, Inc. opened 3 positions, added to 3, reduced 5 and sold out of 2.
- Q2 2024: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 4,300.
- Q2 2024: Stock V; Country of operation United States; Class COM CL A; Shares before 1,405.
- Q1 2024: Stock JPM; Country of operation United States; Class COM; Shares before 2,363.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1978905), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.
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