WALDEN WEALTH PARTNERS 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, WALDEN WEALTH PARTNERS LLC opened 10 positions, added to 7, reduced 12 and sold out of 6.
- Q2 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 36,785.
- Q2 2024: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 17,716.
- Q2 2024: Stock ETN; Country of operation —; Class SHS; Shares before 1,500.
- Q2 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 2,800.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2015425), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); 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 2023-12-31.
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