WJ Wealth Management, LLC 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, WJ Wealth Management, LLC opened 33 positions, added to 43, reduced 80 and sold out of 37.
- Q2 2026: Stock LHX; Country of operation United States; Class COM; Shares before 1,168.
- Q2 2026: Stock GE; Country of operation United States; Class COM NEW; Shares before 1,269.
- Q2 2026: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 2,769.
- Q1 2026: Stock PLTR; Country of operation United States; Class CL A; Shares before 2,608.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1801674), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-25); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 1,168 | 0 | -1,168 | $403,137 | $0 | -$403,137 | 2026-08-03 |
|---|
| Q2 2026 | GE
GE AEROSPACE | United States | COM NEW | 1,269 | 0 | -1,269 | $360,105 | $0 | -$360,105 | 2026-08-03 |
|---|
| Q2 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 2,769 | 0 | -2,769 | $244,115 | $0 | -$244,115 | 2026-08-03 |
|---|
| Q1 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,608 | 0 | -2,608 | $463,573 | $0 | -$463,573 | 2026-04-29 |
|---|
| Q4 2025 | ROK
ROCKWELL AUTOMATION INC | United States | COM | 1,040 | 0 | -1,040 | $383,094 | $0 | -$383,094 | 2026-02-05 |
|---|
| Q4 2025 | GIS
GENERAL MLS INC | United States | COM | 5,700 | 0 | -5,700 | $265,677 | $0 | -$265,677 | 2026-02-05 |
|---|
| Q4 2025 | KR
KROGER CO | United States | COM | 4,010 | 0 | -4,010 | $255,156 | $0 | -$255,156 | 2026-02-05 |
|---|
| Q4 2025 | NFLX
NETFLIX INC | United States | COM | 180 | 0 | -180 | $201,395 | $0 | -$201,395 | 2026-02-05 |
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| Q3 2025 | DRS
LEONARDO DRS INC | | COM | 28,046 | 0 | -28,046 | $1,303,578 | $0 | -$1,303,578 | 2025-11-25 |
|---|
| Q3 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,974 | 0 | -2,974 | $876,680 | $0 | -$876,680 | 2025-11-25 |
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| Q3 2025 | MSCI
MSCI INC | United States | COM | 600 | 0 | -600 | $346,044 | $0 | -$346,044 | 2025-11-25 |
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| Q3 2025 | TSLA
TESLA INC | United States | COM | 1,080 | 0 | -1,080 | $343,074 | $0 | -$343,074 | 2025-11-25 |
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| Q3 2025 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 5,042 | 0 | -5,042 | $314,420 | $0 | -$314,420 | 2025-11-25 |
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| Q3 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 1,600 | 0 | -1,600 | $291,408 | $0 | -$291,408 | 2025-11-25 |
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| Q3 2025 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 546 | 0 | -546 | $278,086 | $0 | -$278,086 | 2025-11-25 |
|---|
| Q3 2025 | BA
BOEING CO | United States | COM | 1,200 | 0 | -1,200 | $251,436 | $0 | -$251,436 | 2025-11-25 |
|---|
| Q3 2025 | ORCL
ORACLE CORP | United States | COM | 1,070 | 0 | -1,070 | $233,934 | $0 | -$233,934 | 2025-11-25 |
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| Q3 2025 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,000 | 0 | -1,000 | $233,032 | $0 | -$233,032 | 2025-11-25 |
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| Q3 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 728 | 0 | -728 | $221,918 | $0 | -$221,918 | 2025-11-25 |
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| Q3 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,546 | 0 | -1,546 | $219,378 | $0 | -$219,378 | 2025-11-25 |
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| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,220 | 0 | -1,220 | $215,000 | $0 | -$215,000 | 2025-11-25 |
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| Q3 2025 | WMT
WALMART INC | United States | COM | 2,060 | 0 | -2,060 | $201,426 | $0 | -$201,426 | 2025-11-25 |
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| Q2 2025 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 1,912 | 0 | -1,912 | $946,958 | $0 | -$946,958 | 2025-07-28 |
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| Q2 2025 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 7,404 | 0 | -7,404 | $573,666 | $0 | -$573,666 | 2025-07-28 |
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| Q1 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 2,046 | 0 | -2,046 | $247,138 | $0 | -$247,138 | 2025-04-25 |
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| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,270 | 0 | -1,270 | $240,412 | $0 | -$240,412 | 2025-04-25 |
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| Q4 2024 | MTH
MERITAGE HOMES CORP | United States | COM | 2,000 | 0 | -2,000 | $410,140 | $0 | -$410,140 | 2025-01-24 |
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| Q4 2024 | DIS
DISNEY WALT CO | United States | COM | 2,400 | 0 | -2,400 | $230,858 | $0 | -$230,858 | 2025-01-24 |
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| Q4 2024 | MU
MICRON TECHNOLOGY INC | United States | COM | 1,948 | 0 | -1,948 | $202,026 | $0 | -$202,026 | 2025-01-24 |
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| Q3 2024 | CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 4,538 | 0 | -4,538 | $1,396,586 | $0 | -$1,396,586 | 2024-11-01 |
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| Q3 2024 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 2,026 | 0 | -2,026 | $776,354 | $0 | -$776,354 | 2024-11-01 |
|---|
| Q2 2024 | BA
BOEING CO | United States | COM | 3,050 | 0 | -3,050 | $588,620 | $0 | -$588,620 | 2024-08-12 |
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| Q1 2024 | HONZZZZ
HONEYWELL INTL INC | | COM | 3,610 | 0 | -3,610 | $757,190 | $0 | -$757,190 | 2024-04-18 |
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| Q1 2024 | GD
GENERAL DYNAMICS CORP | United States | COM | 2,176 | 0 | -2,176 | $564,862 | $0 | -$564,862 | 2024-04-18 |
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| Q1 2024 | SNPS
SYNOPSYS INC | United States | COM | 794 | 0 | -794 | $408,838 | $0 | -$408,838 | 2024-04-18 |
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| Q1 2024 | GE
GENERAL ELECTRIC CO | United States | COM NEW | 2,997 | 0 | -2,997 | $382,526 | $0 | -$382,526 | 2024-04-18 |
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| Q1 2024 | TSLA
TESLA INC | United States | COM | 1,074 | 0 | -1,074 | $266,868 | $0 | -$266,868 | 2024-04-18 |
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