Wade Financial Advisory, Inc quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Wade Financial Advisory, Inc opened 0 positions, added to 1, reduced 14, sold out of 3 and left 2 unchanged. The largest increase in value was GE (+$53,643); the largest decrease was AAPL (-$616,630).
- MSFT: Country of operation United States; Class COM; Shares 2024-12-31 3,455; Shares 2025-03-31 3,484.
Two Form 13F-HR filings compared (SEC CIK 1802670): 2024-12-31 (filed 2025-01-23) and 2025-03-31 (filed 2025-05-09). 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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