WALDEN WEALTH PARTNERS LLC Last Quarter Change: USA Stocks, Reduced

WALDEN WEALTH PARTNERS LLC quarter change: USA Stocks, Reduced

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).

MSFT: Country of operation United States; Class COM; Shares 2024-03-31 46,986; Shares 2024-06-30 46,425.
URI: Country of operation United States; Class COM; Shares 2024-03-31 532; Shares 2024-06-30 347.
PG: Country of operation United States; Class COM; Shares 2024-03-31 16,341; Shares 2024-06-30 16,191.
NOC: Country of operation United States; Class COM; Shares 2024-03-31 598; Shares 2024-06-30 548.

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.

Stock	Country of operation	Class	Shares 2024-03-31	Shares 2024-06-30	Share change	Value 2024-03-31	Value 2024-06-30	Value change
MSFT MICROSOFT CORP	United States	COM	46,986	46,425	-561	$19,634,346	$20,749,496	+$1,115,150
URI UNITED RENTALS INC	United States	COM	532	347	-185	$369,118	$224,415	-$144,703
PG PROCTER AND GAMBLE CO	United States	COM	16,341	16,191	-150	$2,540,246	$2,670,283	+$130,037
NOC NORTHROP GRUMMAN CORP	United States	COM	598	548	-50	$274,769	$238,901	-$35,868
UNP UNION PAC CORP	United States	COM	1,026	949	-77	$246,948	$214,721	-$32,227
PFE PFIZER INC	United States	COM	7,721	7,691	-30	$205,765	$215,194	+$9,429

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