WALDEN WEALTH PARTNERS LLC historic quarter change: USA Stocks, Reduced
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 MSFT; Country of operation United States; Class COM; Shares before 46,986.
- Q2 2024: Stock URI; Country of operation United States; Class COM; Shares before 532.
- Q2 2024: Stock PG; Country of operation United States; Class COM; Shares before 16,341.
- Q2 2024: Stock NOC; Country of operation United States; Class COM; Shares before 598.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 46,986 | 46,425 | -561 | $19,634,346 | $20,749,496 | +$1,115,150 | 2024-07-11 |
|---|
| Q2 2024 | URI
UNITED RENTALS INC | United States | COM | 532 | 347 | -185 | $369,118 | $224,415 | -$144,703 | 2024-07-11 |
|---|
| Q2 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 16,341 | 16,191 | -150 | $2,540,246 | $2,670,283 | +$130,037 | 2024-07-11 |
|---|
| Q2 2024 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 598 | 548 | -50 | $274,769 | $238,901 | -$35,868 | 2024-07-11 |
|---|
| Q2 2024 | UNP
UNION PAC CORP | United States | COM | 1,026 | 949 | -77 | $246,948 | $214,721 | -$32,227 | 2024-07-11 |
|---|
| Q2 2024 | PFE
PFIZER INC | United States | COM | 7,721 | 7,691 | -30 | $205,765 | $215,194 | +$9,429 | 2024-07-11 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 47,189 | 46,986 | -203 | $17,744,983 | $19,634,346 | +$1,889,363 | 2024-04-11 |
|---|
| Q1 2024 | BA
BOEING CO | United States | COM | 3,841 | 3,084 | -757 | $1,001,195 | $565,266 | -$435,929 | 2024-04-11 |
|---|
| Q1 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 18,366 | 17,716 | -650 | $2,588,273 | $2,691,718 | +$103,445 | 2024-04-11 |
|---|
| Q1 2024 | URI
UNITED RENTALS INC | United States | COM | 550 | 532 | -18 | $315,381 | $369,118 | +$53,737 | 2024-04-11 |
|---|
| Q1 2024 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 1,428 | 1,359 | -69 | $308,277 | $258,618 | -$49,659 | 2024-04-11 |
|---|
| Q1 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 17,611 | 16,341 | -1,270 | $2,580,730 | $2,540,246 | -$40,484 | 2024-04-11 |
|---|
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