Solano Wealth Management, Inc. Historic Quarter Change: USA Stocks, Reduced

Solano Wealth Management, Inc. historic quarter change: USA Stocks, Reduced

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 AAPL; Country of operation United States; Class COM; Shares before 6,458.
Q2 2024: Stock JPM; Country of operation United States; Class COM; Shares before 2,366.
Q1 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 6,720.
Q1 2024: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 4,380.

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.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2024	AAPL APPLE INC	United States	COM	6,458	4,707	-1,751	$1,107,417	$991,388	-$116,029	2024-07-30
Q2 2024	JPM JPMORGAN CHASE & CO.	United States	COM	2,366	1,850	-516	$473,812	$374,281	-$99,531	2024-07-30
Q1 2024	AAPL APPLE INC	United States	COM	6,720	6,458	-262	$1,293,801	$1,107,417	-$186,384	2024-05-15
Q1 2024	GOOGL ALPHABET INC	United States	CAP STK CL A	4,380	4,300	-80	$611,842	$648,999	+$37,157	2024-05-15
Q1 2024	MSFT MICROSOFT CORP	United States	COM	946	807	-139	$355,734	$339,521	-$16,213	2024-05-15

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