Wealth Advisory Team LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-06-30 to 2026-06-30, Wealth Advisory Team LLC opened 2 positions, added to 8, reduced 5 and sold out of 0.
- Q2 2026: Stock SO; Country of operation United States; Class COM; Shares before 4,566.
- Q2 2026: Stock GE; Country of operation United States; Class COM NEW; Shares before 677.
- Q2 2026: Stock MCD; Country of operation United States; Class COM; Shares before 832.
- Q4 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 1,162.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2039196), 2 quarters: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-07-23); Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-02-05). 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 2025-06-30.
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