MOSELEY INVESTMENT MANAGEMENT INC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$251M
Signature - Title
Dina Villalobos - CCO
Location
1724 Manatee Ave West, Bradenton, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 153 $251M +$35.6M -$5.5M +$30.1M AAPL, IBTF, NVDA, MSFT, BRKB 13F-HR 10/16/2024, 11:47 AM
Q2 2024 144 $215M +$21.2M -$5.29M +$15.9M AAPL, NVDA, MSFT, AMZN, BRKB 13F-HR 7/16/2024, 02:09 PM
Q1 2024 148 $201M +$10.1M -$5.45M +$4.6M AAPL, MSFT, NVDA, AMZN, BRKB 13F-HR 4/4/2024, 10:34 AM
Q4 2023 148 $180M +$7.9M -$13.6M -$5.73M AAPL, MSFT, BRKB, AMZN, IBTF 13F-HR 1/25/2024, 01:50 PM
Q3 2023 142 $167M +$13.9M -$12.9M +$958K AAPL, MSFT, BRKB, TSLA, IBTF 13F-HR 10/16/2023, 01:48 PM
Q2 2023 145 $171M +$6.68M -$3.29M +$3.39M AAPL, MSFT, BRKB, TSLA, AMZN 13F-HR 7/6/2023, 10:03 AM
Q1 2023 141 $154M +$6.25M -$4.31M +$1.94M AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 5/3/2023, 03:54 PM
Q4 2022 143 $140M +$6.29M -$7.89M -$1.6M AAPL, BRKB, MSFT, AMZN, HD 13F-HR 1/24/2023, 11:25 AM
Q3 2022 141 $136M +$13.2M -$7.01M +$6.19M AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 10/13/2022, 02:38 PM
Q2 2022 148 $143M +$16.2M -$22.4M -$6.19M AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 7/15/2022, 02:21 PM
Q1 2022 165 $185M +$4.26M -$21M -$16.7M AAPL, AMZN, MSFT, BRKB, GOOGL 13F-HR 4/21/2022, 02:00 PM
Q4 2021 177 $220M +$20.9M -$10.1M +$10.7M AAPL, AMZN, MSFT, BAND, GOOGL 13F-HR 1/25/2022, 03:37 PM
Q3 2021 170 $200M +$11M -$6.8M +$4.17M AAPL, BAND, AMZN, MSFT, GOOGL 13F-HR 10/27/2021, 03:49 PM
Q2 2021 176 $203M +$14M -$5.33M +$8.65M BAND, AAPL, AMZN, MSFT, BNDW 13F-HR 8/11/2021, 03:29 PM
Q1 2021 164 $180M +$16.4M -$7.62M +$8.75M BAND, AAPL, AMZN, BNDW, MSFT 13F-HR 4/19/2021, 12:43 PM
Q4 2020 151 $172M +$32.4M -$7.6M +$24.8M BAND, AAPL, AMZN, BNDW, MSFT 13F-HR 1/26/2021, 04:22 PM
Q3 2020 135 $140M +$17.3M -$7.12M +$10.2M BAND, AAPL, AMZN, MSFT, BNDW 13F-HR 11/4/2020, 03:44 PM
Q2 2020 128 $120M +$27.6M -$7.05M +$20.5M BAND, AMZN, AAPL, MSFT, BNDW 13F-HR 7/24/2020, 02:02 PM
Q1 2020 114 $85.1M +$7.13M -$10.2M -$3.07M AMZN, AAPL, MSFT, BRKB, BNDW 13F-HR 4/20/2020, 03:56 PM
Q4 2019 122 $102M +$14.2M -$13.7M +$560K AAPL, AMZN, BRKB, MSFT, GOOGL 13F-HR 1/15/2020, 04:34 PM
Q3 2019 110 $95.3M +$6.02M -$19.7M -$13.7M ACWI, GOVT, AMZN, AAPL, BRKB 13F-HR 10/30/2019, 02:11 PM
Q2 2019 125 $107M +$11.3M -$2.9M +$8.43M AMZN, PM, AAPL, NEAR, BRKB 13F-HR 7/16/2019, 04:16 PM
Q1 2019 121 $96.2M $0 $0 PM, AMZN, AAPL, BRKB, ACWI 13F-HR 5/9/2019, 03:08 PM