WestHill Financial Advisors, Inc. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, WestHill Financial Advisors, Inc. opened 36 positions, added to 116, reduced 157 and sold out of 34.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 2,927.
- Q2 2026: Stock SLV; Country of operation United States; Class ISHARES; Shares before 3,302.
- Q2 2026: Stock VZ; Country of operation United States; Class COM; Shares before 4,048.
- Q1 2026: Stock FICO; Country of operation United States; Class COM; Shares before 164.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1759641), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). 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 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,927 | 0 | -2,927 | $496,550 | $0 | -$496,550 | 2026-07-21 |
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| Q2 2026 | SLV
ISHARES SILVER TR | United States | ISHARES | 3,302 | 0 | -3,302 | $224,998 | $0 | -$224,998 | 2026-07-21 |
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| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 4,048 | 0 | -4,048 | $203,210 | $0 | -$203,210 | 2026-07-21 |
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| Q1 2026 | FICO
FAIR ISAAC CORP | United States | COM | 164 | 0 | -164 | $277,262 | $0 | -$277,262 | 2026-04-09 |
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| Q1 2026 | QCOM
QUALCOMM INC | United States | COM | 1,475 | 0 | -1,475 | $252,321 | $0 | -$252,321 | 2026-04-09 |
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| Q1 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 3,044 | 0 | -3,044 | $247,081 | $0 | -$247,081 | 2026-04-09 |
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| Q1 2026 | ORCL
ORACLE CORP | United States | COM | 1,189 | 0 | -1,189 | $231,748 | $0 | -$231,748 | 2026-04-09 |
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| Q1 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 1,212 | 0 | -1,212 | $215,433 | $0 | -$215,433 | 2026-04-09 |
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| Q1 2026 | MAZE
MAZE THERAPEUTICS INC | United States | COM | 5,186 | 0 | -5,186 | $214,856 | $0 | -$214,856 | 2026-04-09 |
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| Q1 2026 | AXP
AMERICAN EXPRESS CO | United States | COM | 565 | 0 | -565 | $209,022 | $0 | -$209,022 | 2026-04-09 |
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| Q1 2026 | ABT
ABBOTT LABS | United States | COM | 1,653 | 0 | -1,653 | $207,053 | $0 | -$207,053 | 2026-04-09 |
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| Q4 2025 | HD
HOME DEPOT INC | United States | COM | 520 | 0 | -520 | $210,682 | $0 | -$210,682 | 2026-01-21 |
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| Q3 2025 | DIS
DISNEY WALT CO | United States | COM | 2,133 | 0 | -2,133 | $264,457 | $0 | -$264,457 | 2025-10-14 |
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| Q2 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 485 | 0 | -485 | $254,019 | $0 | -$254,019 | 2025-07-09 |
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| Q2 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 2,255 | 0 | -2,255 | $231,679 | $0 | -$231,679 | 2025-07-09 |
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| Q2 2025 | QSI
QUANTUM SI INC | United States | COM CL A | 21,727 | 0 | -21,727 | $26,072 | $0 | -$26,072 | 2025-07-09 |
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| Q1 2025 | TSLA
TESLA INC | United States | COM | 698 | 0 | -698 | $281,880 | $0 | -$281,880 | 2025-04-21 |
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| Q1 2025 | LLY
ELI LILLY & CO | United States | COM | 359 | 0 | -359 | $277,148 | $0 | -$277,148 | 2025-04-21 |
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| Q1 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 723 | 0 | -723 | $214,579 | $0 | -$214,579 | 2025-04-21 |
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| Q1 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,248 | 0 | -5,248 | $209,868 | $0 | -$209,868 | 2025-04-21 |
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| Q1 2025 | ORCL
ORACLE CORP | United States | COM | 1,239 | 0 | -1,239 | $206,467 | $0 | -$206,467 | 2025-04-21 |
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| Q1 2025 | HD
HOME DEPOT INC | United States | COM | 529 | 0 | -529 | $205,642 | $0 | -$205,642 | 2025-04-21 |
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| Q1 2025 | GGN
GAMCO GLOBAL GOLD NAT RES & | United States | COM SH BEN INT | 12,100 | 0 | -12,100 | $45,617 | $0 | -$45,617 | 2025-04-21 |
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| Q4 2024 | MRK
MERCK & CO INC | United States | COM | 2,160 | 0 | -2,160 | $245,343 | $0 | -$245,343 | 2025-01-31 |
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| Q4 2024 | NKE
NIKE INC | United States | CL B | 2,272 | 0 | -2,272 | $200,845 | $0 | -$200,845 | 2025-01-31 |
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| Q3 2024 | PFE
PFIZER INC | United States | COM | 10,711 | 0 | -10,711 | $299,698 | $0 | -$299,698 | 2024-10-18 |
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| Q2 2024 | NKE
NIKE INC | United States | CL B | 4,410 | 0 | -4,410 | $414,452 | $0 | -$414,452 | 2024-07-19 |
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| Q2 2024 | INTC
INTEL CORP | United States | COM | 6,779 | 0 | -6,779 | $299,426 | $0 | -$299,426 | 2024-07-19 |
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| Q2 2024 | DIS
DISNEY WALT CO | United States | COM | 2,401 | 0 | -2,401 | $293,731 | $0 | -$293,731 | 2024-07-19 |
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| Q2 2024 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 4,206 | 0 | -4,206 | $228,091 | $0 | -$228,091 | 2024-07-19 |
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| Q2 2024 | UNP
UNION PAC CORP | United States | COM | 884 | 0 | -884 | $217,402 | $0 | -$217,402 | 2024-07-19 |
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| Q2 2024 | ABT
ABBOTT LABS | United States | COM | 1,847 | 0 | -1,847 | $209,958 | $0 | -$209,958 | 2024-07-19 |
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| Q2 2024 | T
AT&T INC | United States | COM | 10,537 | 0 | -10,537 | $185,446 | $0 | -$185,446 | 2024-07-19 |
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| Q1 2024 | BA
BOEING CO | United States | COM | 955 | 0 | -955 | $248,930 | $0 | -$248,930 | 2024-04-25 |
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