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Solano Wealth Management, Inc. Last Quarter Change: USA Stocks, Added

Solano Wealth Management, Inc. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Solano Wealth Management, Inc. opened 2 positions, added to 2, reduced 2, sold out of 1 and left 2 unchanged. The largest increase in value was NVDA (+$249,181); the largest decrease was MSFT (-$339,521).

  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2024-03-31 4,300; Shares 2024-06-30 4,394.
  • V: Country of operation United States; Class COM CL A; Shares 2024-03-31 1,405; Shares 2024-06-30 1,445.

Two Form 13F-HR filings compared (SEC CIK 1978905): 2024-03-31 (filed 2024-05-15) and 2024-06-30 (filed 2024-07-30). 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 2024-03-31Shares 2024-06-30Share changeValue 2024-03-31Value 2024-06-30Value change
GOOGL
ALPHABET INC
United StatesCAP STK CL A4,3004,394+94$648,999$800,367+$151,368
V
VISA INC
United StatesCOM CL A1,4051,445+40$392,107$379,269-$12,838

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