Wunderlich Capital Managemnt quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Wunderlich Capital Managemnt opened 7 positions, added to 34, reduced 24, sold out of 7 and left 10 unchanged. The largest increase in value was AAPL (+$1,232,937); the largest decrease was BDX (-$1,507,960).
- SYY: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 1,000.
- LLY: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 40.
- NYT: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 649.
- KMI: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 1,625.
Two Form 13F-HR filings compared (SEC CIK 1599273): 2024-03-31 (filed 2024-05-15) and 2024-06-30 (filed 2024-08-14). 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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