TMD Wealth Management, LLC 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, TMD Wealth Management, LLC opened 4 positions, added to 6, reduced 12, sold out of 3 and left 7 unchanged. The largest increase in value was IAU (+$12,823,500); the largest decrease was INTC (-$2,092,686).
- AAPL: Country of operation United States; Class COM; Shares 2024-03-31 24,154; Shares 2024-06-30 21,959.
- TSLA: Country of operation United States; Class COM; Shares 2024-03-31 24,905; Shares 2024-06-30 21,310.
- MSFT: Country of operation United States; Class COM; Shares 2024-03-31 9,672; Shares 2024-06-30 9,448.
- BRKB: Country of operation —; Class CL B NEW; Shares 2024-03-31 3,333; Shares 2024-06-30 3,073.
Two Form 13F-HR filings compared (SEC CIK 1842820): 2024-03-31 (filed 2024-05-14) and 2024-06-30 (filed 2024-08-08). 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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