Wunderlich Capital Managemnt Last Quarter Change: USA Stocks, Unchanged

Wunderlich Capital Managemnt quarter change: USA Stocks, Unchanged

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).

ITW: Country of operation United States; Class COM; Shares 2024-03-31 1,196; Shares 2024-06-30 1,196.
MAA: Country of operation United States; Class COM; Shares 2024-03-31 495; Shares 2024-06-30 495.
GOOG: Country of operation United States; Class COM; Shares 2024-03-31 140; Shares 2024-06-30 140.
MPC: Country of operation United States; Class COM; Shares 2024-03-31 150; Shares 2024-06-30 150.

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.

Stock	Country of operation	Class	Shares 2024-03-31	Shares 2024-06-30	Value 2024-03-31	Value 2024-06-30	Value change
ITW Illinois Tool Works	United States	COM	1,196	1,196	$320,923	$283,404	-$37,519
MAA Mid-America Apartment	United States	COM	495	495	$65,132	$70,592	+$5,460
GOOG Alphabet CL C	United States	COM	140	140	$21,316	$25,679	+$4,363
MPC Marathon Petroleum	United States	COM	150	150	$30,225	$26,022	-$4,203
MSI Motorola Solutions	United States	COM	59	59	$20,944	$22,777	+$1,833
HD Home Depot	United States	COM	39	39	$14,960	$13,425	-$1,535
CME CME Group	United States	COM	65	65	$13,994	$12,779	-$1,215
DVN Devon Energy	United States	COM	286	286	$14,351	$13,556	-$795
C Citigroup	United States	COM	2,833	2,833	$179,159	$179,782	+$623
APD Air Products	United States	COM	36	36	$8,722	$9,290	+$568

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