Wolf Group Capital Advisors quarter change: USA Stocks, Unchanged
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).
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.
No position of this class changed this way between the two filings.
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