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TCWP LLC Historic Quarter Change: USA Stocks, Added

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TCWP LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, TCWP LLC opened 5 positions, added to 25, reduced 23 and sold out of 31.

  • Q2 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 19,368.
  • Q2 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 1,980.
  • Q2 2024: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 4,122.
  • Q2 2024: Stock AVGO; Country of operation United States; Class COM; Shares before 486.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1907375), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); 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 2022-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024AAPL
APPLE INC		United StatesCOM19,36819,410+42$3,321,225$4,088,134+$766,9092024-08-13
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM1,98019,607+17,627$1,789,052$2,422,254+$633,2022024-08-13
Q2 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A4,1224,191+69$622,133$763,391+$141,2582024-08-13
Q2 2024AVGO
BROADCOM INC		United StatesCOM486487+1$644,169$781,917+$137,7482024-08-13
Q2 2024AMZN
AMAZON COM INC		United StatesCOM5,6015,733+132$1,010,308$1,107,902+$97,5942024-08-13
Q2 2024LLY
ELI LILLY & CO		United StatesCOM512524+12$398,316$474,419+$76,1032024-08-13
Q2 2024HD
HOME DEPOT INC		United StatesCOM687689+2$263,533$237,181-$26,3522024-08-13
Q2 2024ABBV
ABBVIE INC		United StatesCOM2,6212,936+315$477,424$503,543+$26,1192024-08-13
Q2 2024GS
GOLDMAN SACHS GROUP INC		United StatesCOM510527+17$213,026$238,377+$25,3512024-08-13
Q2 2024ABT
ABBOTT LABS		United StatesCOM2,7132,740+27$308,360$284,713-$23,6472024-08-13
Q2 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM1,0321,039+7$510,530$529,121+$18,5912024-08-13
Q2 2024MA
MASTERCARD INCORPORATED		United StatesCL A491500+9$236,451$220,580-$15,8712024-08-13
Q2 2024SNPS
SYNOPSYS INC		United StatesCOM407414+7$232,601$246,355+$13,7542024-08-13
Q2 2024V
VISA INC		United StatesCOM CL A1,0731,097+24$299,453$287,930-$11,5232024-08-13
Q1 2024NVDA
NVIDIA CORPORATION		United StatesCOM1,9711,980+9$976,080$1,789,052+$812,9722024-05-15
Q1 2024MSFT
MICROSOFT CORP		United StatesCOM5,3425,412+70$2,008,806$2,276,937+$268,1312024-05-15
Q1 2024META
META PLATFORMS INC		United StatesCL A941950+9$333,076$461,301+$128,2252024-05-15
Q1 2024LLY
ELI LILLY & CO		United StatesCOM508512+4$296,124$398,316+$102,1922024-05-15
Q1 2024ABBV
ABBVIE INC		United StatesCOM2,6182,621+3$405,676$477,424+$71,7482024-05-15
Q1 2024ORCL
ORACLE CORP		United StatesCOM2,0582,267+209$216,991$284,777+$67,7862024-05-15
Q1 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A4,0794,122+43$569,796$622,133+$52,3372024-05-15
Q1 2024ZTS
ZOETIS INC		United StatesCL A1,3801,407+27$272,377$238,084-$34,2932024-05-15
Q1 2024V
VISA INC		United StatesCOM CL A1,0511,073+22$273,627$299,453+$25,8262024-05-15
Q1 2024MCD
MCDONALDS CORP		United StatesCOM803817+14$238,098$230,353-$7,7452024-05-15
Q1 2024CSCO
CISCO SYS INC		United StatesCOM4,0374,228+191$203,949$211,019+$7,0702024-05-15

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