WEALTHSOURCE PARTNERS, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 2 quarters from 2016-03-31 to 2023-12-31, WEALTHSOURCE PARTNERS, LLC opened 29 positions, added to 92, reduced 71 and sold out of 27.
- Q3 2016: Stock V; Country of operation United States; Class Stock; Shares before 7,538.
- Q3 2016: Stock SBUX; Country of operation United States; Class Stock; Shares before 6,157.
- Q3 2016: Stock EPD; Country of operation United States; Class MLP; Shares before 10,956.
- Q3 2016: Stock GOOG; Country of operation United States; Class Stock; Shares before 415.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1674623), 2 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-08). 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 2016-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | V
VISA INC COM CL A | United States | Stock | 7,538 | 0 | -7,538 | $559,000 | $0 | -$559,000 | 2016-11-02 |
|---|
| Q3 2016 | SBUX
STARBUCKS CORP COM | United States | Stock | 6,157 | 0 | -6,157 | $352,000 | $0 | -$352,000 | 2016-11-02 |
|---|
| Q3 2016 | EPD
ENTERPRISE PRODS PARTNERS L P COM | United States | MLP | 10,956 | 0 | -10,956 | $321,000 | $0 | -$321,000 | 2016-11-02 |
|---|
| Q3 2016 | GOOG
ALPHABET INC CAP STK CL C | United States | Stock | 415 | 0 | -415 | $287,000 | $0 | -$287,000 | 2016-11-02 |
|---|
| Q3 2016 | ELV
ANTHEM INC COM | United States | Stock | 2,160 | 0 | -2,160 | $284,000 | $0 | -$284,000 | 2016-11-02 |
|---|
| Q3 2016 | ABBV
ABBVIE INC COM | United States | Stock | 4,303 | 0 | -4,303 | $266,000 | $0 | -$266,000 | 2016-11-02 |
|---|
| Q3 2016 | PM
PHILIP MORRIS INTL INC | United States | Stock | 2,475 | 0 | -2,475 | $252,000 | $0 | -$252,000 | 2016-11-02 |
|---|
| Q3 2016 | COST
COSTCO WHSL CORP NEW COM | United States | Stock | 1,580 | 0 | -1,580 | $248,000 | $0 | -$248,000 | 2016-11-02 |
|---|
| Q3 2016 | OMC
OMNICOM GROUP INC COM | United States | Stock | 2,974 | 0 | -2,974 | $242,000 | $0 | -$242,000 | 2016-11-02 |
|---|
| Q3 2016 | AMN
AMN HEALTHCARE SERVICES INC COM | United States | Stock | 6,015 | 0 | -6,015 | $240,000 | $0 | -$240,000 | 2016-11-02 |
|---|
| Q3 2016 | NFLX
NETFLIX INC COM | United States | Stock | 2,608 | 0 | -2,608 | $239,000 | $0 | -$239,000 | 2016-11-02 |
|---|
| Q3 2016 | SPR
SPIRIT AEROSYSTEMS HLDGS INC COM CL A | United States | Stock | 5,419 | 0 | -5,419 | $233,000 | $0 | -$233,000 | 2016-11-02 |
|---|
| Q3 2016 | DHR
DANAHER CORP DEL COM | United States | Stock | 2,292 | 0 | -2,292 | $231,000 | $0 | -$231,000 | 2016-11-02 |
|---|
| Q3 2016 | PSX
PHILLIPS 66 COM | United States | Stock | 2,856 | 0 | -2,856 | $227,000 | $0 | -$227,000 | 2016-11-02 |
|---|
| Q3 2016 | CVS
CVS HEALTH CORP COM | United States | Stock | 2,221 | 0 | -2,221 | $213,000 | $0 | -$213,000 | 2016-11-02 |
|---|
| Q3 2016 | BMY
BRISTOL MYERS SQUIBB CO COM | United States | Stock | 2,727 | 0 | -2,727 | $201,000 | $0 | -$201,000 | 2016-11-02 |
|---|
| Q3 2016 | BXMX
NUVEEN S&P 500 BUY-WRITE INC COM | United States | CEF | 15,093 | 0 | -15,093 | $197,000 | $0 | -$197,000 | 2016-11-02 |
|---|
| Q3 2016 | FCX
FREEPORT-MCMORAN INC CL B | United States | Stock | 13,922 | 0 | -13,922 | $155,000 | $0 | -$155,000 | 2016-11-02 |
|---|
| Q3 2016 | CCRN
CROSS CTRY HEALTHCARE INC COM | United States | Stock | 10,197 | 0 | -10,197 | $142,000 | $0 | -$142,000 | 2016-11-02 |
|---|
| Q2 2016 | MAT
MATTEL INC COM | United States | Stock | 10,232 | 0 | -10,232 | $344,000 | $0 | -$344,000 | 2016-08-08 |
|---|
| Q2 2016 | CMP
COMPASS MINERALS INTL INC COM | United States | Stock | 4,605 | 0 | -4,605 | $326,000 | $0 | -$326,000 | 2016-08-08 |
|---|
| Q2 2016 | HRB
BLOCK H & R INC COM | United States | Stock | 10,193 | 0 | -10,193 | $269,000 | $0 | -$269,000 | 2016-08-08 |
|---|
| Q2 2016 | SYNA
SYNAPTICS INC COM | United States | Stock | 3,360 | 0 | -3,360 | $268,000 | $0 | -$268,000 | 2016-08-08 |
|---|
| Q2 2016 | SWKS
SKYWORKS SOLUTIONS INC COM | United States | Stock | 3,234 | 0 | -3,234 | $252,000 | $0 | -$252,000 | 2016-08-08 |
|---|
| Q2 2016 | SHAK
SHAKE SHACK INC CL A | United States | Stock | 5,875 | 0 | -5,875 | $219,000 | $0 | -$219,000 | 2016-08-08 |
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| Q2 2016 | WT
WISDOMTREE INVTS INC COM | United States | Stock | 16,422 | 0 | -16,422 | $188,000 | $0 | -$188,000 | 2016-08-08 |
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| Q2 2016 | SLV
ISHARES SILVER TRUST | United States | ETF | 12,484 | 0 | -12,484 | $183,000 | $0 | -$183,000 | 2016-08-08 |
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