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SOUNDMARK WEALTH MANAGEMENT, LLC Historic Quarter Change: USA Stocks, Added

SOUNDMARK WEALTH MANAGEMENT, LLC 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, SOUNDMARK WEALTH MANAGEMENT, LLC opened 3 positions, added to 4, reduced 4 and sold out of 18.

  • Q1 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 34,832.
  • Q1 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 11,355.
  • Q1 2024: Stock PCAR; Country of operation United States; Class COM; Shares before 4,779.
  • Q1 2024: Stock SBUX; Country of operation United States; Class COM; Shares before 6,030.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1831431), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). 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 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024MSFT
MICROSOFT CORP
United StatesCOM34,83237,453+2,621$13,098,091$15,758,163+$2,660,0722024-04-11
Q1 2024AAPL
APPLE INC
United StatesCOM11,35511,359+4$2,186,160$1,947,887-$238,2732024-04-11
Q1 2024PCAR
PACCAR INC
United StatesCOM4,7795,320+541$466,704$659,109+$192,4052024-04-11
Q1 2024SBUX
STARBUCKS CORP
United StatesCOM6,0306,041+11$578,981$552,116-$26,8652024-04-11

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