WALDEN WEALTH PARTNERS LLC quarter change: USA Stocks, New
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).
- AON: Country of operation Ireland; Class SHS CL A; Shares 2024-03-31 0; Shares 2024-06-30 1,229.
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.
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