Institutions / Gould Asset Management LLC /Ca / Activity
Activity — Gould Asset Management LLC /Ca
156 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Apple Inc. Common stock | $102.8K | +405 +1.01% | 40,519 1.79% of portfolio | low |
| Q1 2026 as of | Add | 46436E551 Common stock | $102.1K | +2K +7.07% | 34,060 0.27% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $96.8K | +450 +33.14% | 1,808 0.07% of portfolio | low |
| Q1 2026 as of | Add | 46435G516 Common stock | $95.2K | +996 +3.13% | 32,774 0.54% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $93.1K | +328 +24.66% | 1,658 0.08% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $92.0K | +1K +6.27% | 20,670 0.27% of portfolio | low |
| Q1 2026 as of | Add | 922908553 Common stock | $91.4K | +1K +0.59% | 175,363 2.70% of portfolio | low |
| Q1 2026 as of | Add | 46436E767 Common stock | $87.2K | +2K +3.86% | 42,555 0.41% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $81.5K | +765 +8.50% | 9,770 0.18% of portfolio | low |
| Q1 2026 as of | Add | 46434G780 Common stock | $80.7K | +3K +10.24% | 30,794 0.15% of portfolio | low |
| Q1 2026 as of | Add | 78464A474 Common stock | $80.3K | +3K +3.24% | 85,140 0.44% of portfolio | low |
| Q1 2026 as of | Add | 00162Q452 Common stock | $77.9K | +1K +8.46% | 18,974 0.17% of portfolio | low |
| Q1 2026 as of | Add | 921946406 Common stock | $71.1K | +480 +6.42% | 7,952 0.20% of portfolio | low |
| Q1 2026 as of | Add | 464287168 Common stock | $68.1K | +450 +6.03% | 7,908 0.21% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $66.1K | +230 +12.59% | 2,057 0.10% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $60.8K | +143 +24.57% | 725 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 922042775 Common stock | $-59.0K | -785 -5.19% | 14,335 0.19% of portfolio | low |
| Q1 2026 as of | Add | Morgan Stanley India Investment Fund In Common stock | $57.0K | +3K +25.52% | 13,624 0.05% of portfolio | low |
| Q1 2026 as of | Add | Western Asset Emerging Markets Debt Fund Inc. Common stock | $55.9K | +6K +11.26% | 56,225 0.10% of portfolio | low |
| Q1 2026 as of | Add | 46429B614 Common stock | $49.2K | +820 +17.05% | 5,630 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 464286772 Common stock | $-45.5K | -370 -2.84% | 12,657 0.27% of portfolio | low |
| Q1 2026 as of | Add | 464286871 Common stock | $45.3K | +2K +4.77% | 43,046 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-42.0K | -84 -5.24% | 1,518 0.13% of portfolio | low |
| Q1 2026 as of | Add | 464288570 Common stock | $39.0K | +322 +4.48% | 7,510 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-38.7K | -195 -9.52% | 1,853 0.06% of portfolio | low |
| Q1 2026 as of | Exit | P3311R259 Common stock | $-38.0K | -30K -100.00% | 0 | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $36.8K | +125 +2.16% | 5,901 0.30% of portfolio | low |
| Q1 2026 as of | Add | 464286103 Common stock | $36.6K | +1K +11.97% | 12,350 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 46435U549 Common stock | $-35.9K | -754 -4.23% | 17,055 0.14% of portfolio | low |
| Q1 2026 as of | Add | 46434G772 Common stock | $35.1K | +495 +2.93% | 17,375 0.21% of portfolio | low |
| Q1 2026 as of | Trim | 922908744 Common stock | $-32.2K | -164 -2.89% | 5,518 0.19% of portfolio | low |
| Q1 2026 as of | Trim | ITUB Itau Unibanco Holding S.A. ADR | $-31.6K | -4K -9.26% | 37,003 0.05% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $31.3K | +34 +2.18% | 1,597 0.26% of portfolio | low |
| Q1 2026 as of | Add | JGH Nuveen Global High Income Fund Closed-End Fund | $30.3K | +2K +11.20% | 24,621 0.05% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $29.2K | +275 +3.39% | 8,385 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 922042858 Common stock | $-27.6K | -510 -3.04% | 16,285 0.15% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $27.1K | +111 +4.87% | 2,391 0.10% of portfolio | low |
| Q1 2026 as of | Add | 464286475 Common stock | $25.6K | +370 +7.41% | 5,365 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-24.9K | -200 -1.28% | 15,382 0.33% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $23.7K | +28 +8.83% | 345 0.05% of portfolio | low |
| Q1 2026 as of | Add | 464287184 Common stock | $23.5K | +655 +7.09% | 9,889 0.06% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $22.9K | +23 +1.17% | 1,989 0.34% of portfolio | low |
| Q1 2026 as of | Trim | 46436E742 Common stock | $-22.7K | -475 -3.65% | 12,550 0.10% of portfolio | low |
| Q1 2026 as of | Add | 46436E544 Common stock | $20.2K | +465 +5.35% | 9,155 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 808524805 Common stock | $-19.8K | -800 -1.82% | 43,190 0.19% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $19.4K | +398 +3.36% | 12,247 0.10% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $19.2K | +248 +3.16% | 8,107 0.11% of portfolio | low |
| Q1 2026 as of | Add | 92189F700 Common stock | $19.0K | +225 +6.55% | 3,662 0.05% of portfolio | low |
| Q1 2026 as of | Add | 46138E263 Common stock | $18.9K | +295 +5.89% | 5,300 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Palantir Technologies Inc Common stock | $-18.3K | -125 -5.30% | 2,235 0.06% of portfolio | low |