Wambolt & Associates, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Wambolt & Associates, LLC opened 4 positions, added to 18, reduced 87, sold out of 4 and left 6 unchanged. The largest increase in value was NVDA (+$2,548,612); the largest decrease was UNH (-$3,401,669).
- LDOS: Country of operation United States; Class COM; Shares 2025-03-31 9,916; Shares 2025-06-30 9,916.
- WES: Country of operation United States; Class COM UNIT LP INT; Shares 2025-03-31 22,209; Shares 2025-06-30 22,209.
- NKE: Country of operation United States; Class CL B; Shares 2025-03-31 3,267; Shares 2025-06-30 3,267.
- SAIC: Country of operation United States; Class COM; Shares 2025-03-31 8,988; Shares 2025-06-30 8,988.
Two Form 13F-HR filings compared (SEC CIK 1755723): 2025-03-31 (filed 2025-05-12) and 2025-06-30 (filed 2025-08-13). 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 | |||