Wolf Group Capital Advisors quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Wolf Group Capital Advisors opened 56 positions, added to 8, reduced 36, sold out of 7 and left 0 unchanged. The largest increase in value was NVDA (+$3,102,928); the largest decrease was SNA (-$3,362,313).
- NVDA: Country of operation United States; Class COM; Shares 2024-12-31 2,021; Shares 2025-03-31 36,518.
- AMZN: Country of operation United States; Class COM; Shares 2024-12-31 12,773; Shares 2025-03-31 15,554.
- MSFT: Country of operation United States; Class COM; Shares 2024-12-31 5,605; Shares 2025-03-31 7,955.
- AVGO: Country of operation United States; Class COM; Shares 2024-12-31 2,380; Shares 2025-03-31 16,338.
Two Form 13F-HR filings compared (SEC CIK 1579111): 2024-12-31 (filed 2025-02-18) and 2025-03-31 (filed 2025-04-18). 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; share change is the position change.
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