WALDEN WEALTH PARTNERS LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, WALDEN WEALTH PARTNERS LLC opened 1 positions, added to 4, reduced 6, sold out of 5 and left 36 unchanged. The largest increase in value was AAPL (+$1,538,372); the largest decrease was DHR (-$469,770).
- AAPL: Country of operation United States; Class COM; Shares 2024-03-31 36,785; Shares 2024-06-30 36,789.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2024-03-31 17,716; Shares 2024-06-30 18,647.
- ETN: Country of operation —; Class SHS; Shares 2024-03-31 1,500; Shares 2024-06-30 2,100.
- AMZN: Country of operation United States; Class COM; Shares 2024-03-31 2,800; Shares 2024-06-30 2,804.
Two Form 13F-HR filings compared (SEC CIK 2015425): 2024-03-31 (filed 2024-04-11) and 2024-06-30 (filed 2024-07-11). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||