Number of Shares
11,303
Previous 29,681 61.92%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
N/A
-18,378 Reduced 61.92%
11,303 $0
Q1 2025

Apr 15, 2025

BUY
N/A
19,248 Added 184.49%
29,681 $0
Q4 2024

Jan 17, 2025

BUY
N/A
2,573 Added 32.74%
10,433 $0
Q3 2024

Oct 15, 2024

SELL
N/A
-4,540 Reduced 36.61%
7,860 $0
Q2 2024

Aug 02, 2024

SELL
N/A
-637 Reduced 4.89%
12,400 $0
Q1 2024

Apr 19, 2024

BUY
N/A
13,037 New
13,037 $0
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.