Solano Wealth Management, Inc. quarter change: USA Stocks, Reduced
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).
- AAPL: Country of operation United States; Class COM; Shares 2024-03-31 6,458; Shares 2024-06-30 4,707.
- JPM: Country of operation United States; Class COM; Shares 2024-03-31 2,366; Shares 2024-06-30 1,850.
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.
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