Watts Gwilliam & Co., LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 5 quarters from 2024-03-31 to 2025-09-30, Watts Gwilliam & Co., LLC opened 69 positions, added to 253, reduced 169 and sold out of 38.
- Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 771,784.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 96,848.
- Q3 2025: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 39,390.
- Q3 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 17,335.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1657733), 5 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-19); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-03-31 to 2024-09-30, filed 2024-10-09). 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 2024-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 771,784 | 770,649 | -1,135 | $136,019,275 | $143,787,757 | +$7,768,482 | 2025-11-21 |
|---|
| Q3 2025 | AAPL
APPLE INC | United States | COM | 96,848 | 94,985 | -1,863 | $23,038,238 | $24,186,069 | +$1,147,831 | 2025-11-21 |
|---|
| Q3 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 39,390 | 37,145 | -2,245 | $9,939,366 | $9,046,749 | -$892,617 | 2025-11-21 |
|---|
| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 17,335 | 15,732 | -1,603 | $4,369,025 | $3,824,531 | -$544,494 | 2025-11-21 |
|---|
| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 53,744 | 53,674 | -70 | $27,325,937 | $27,800,244 | +$474,307 | 2025-11-21 |
|---|
| Q3 2025 | SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 14,946 | 12,994 | -1,952 | $2,273,436 | $1,931,038 | -$342,398 | 2025-11-21 |
|---|
| Q3 2025 | UBER
UBER TECHNOLOGIES INC | United States | COM | 34,934 | 30,416 | -4,518 | $3,308,274 | $2,979,864 | -$328,410 | 2025-11-21 |
|---|
| Q3 2025 | ONON
ON HLDG AG | Switzerland | NAMEN AKT A | 66,620 | 66,520 | -100 | $2,997,234 | $2,817,122 | -$180,112 | 2025-11-21 |
|---|
| Q3 2025 | QCOM
QUALCOMM INC | United States | COM | 6,257 | 5,699 | -558 | $1,051,975 | $948,159 | -$103,816 | 2025-11-21 |
|---|
| Q3 2025 | T
AT&T INC | United States | COM | 76,111 | 75,611 | -500 | $2,222,456 | $2,135,269 | -$87,187 | 2025-11-21 |
|---|
| Q3 2025 | SBUX
STARBUCKS CORP | United States | COM | 5,279 | 4,479 | -800 | $440,365 | $378,914 | -$61,451 | 2025-11-21 |
|---|
| Q3 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 933 | 858 | -75 | $546,985 | $488,234 | -$58,751 | 2025-11-21 |
|---|
| Q3 2025 | ABT
ABBOTT LABS | United States | COM | 7,998 | 7,698 | -300 | $1,076,333 | $1,031,112 | -$45,221 | 2025-11-21 |
|---|
| Q3 2025 | MU
MICRON TECHNOLOGY INC | United States | COM | 6,680 | 6,553 | -127 | $1,128,192 | $1,096,455 | -$31,737 | 2025-11-21 |
|---|
| Q3 2025 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 11,421 | 11,321 | -100 | $971,359 | $945,646 | -$25,713 | 2025-11-21 |
|---|
| Q3 2025 | OKLO
OKLO INC | United States | COM CL A | 10,188 | 9,469 | -719 | $1,069,403 | $1,056,991 | -$12,412 | 2025-11-21 |
|---|
| Q3 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 6,396 | 6,271 | -125 | $1,131,955 | $1,144,012 | +$12,057 | 2025-11-21 |
|---|
| Q3 2025 | CPT
CAMDEN PPTY TR | United States | SH BEN INT | 4,692 | 4,654 | -38 | $503,516 | $496,971 | -$6,545 | 2025-11-21 |
|---|
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