Wood Tarver Financial Group, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Wood Tarver Financial Group, LLC opened 3 positions, added to 24, reduced 10, sold out of 1 and left 8 unchanged. The largest increase in value was MU (+$6,633); the largest decrease was PPTA (-$332).
- PPTA: Country of operation —; Class COM; Shares 2026-03-31 11,827; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2059344): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-13). 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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