Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GODSHALK WELSH CAPITAL MANAGEMENT INC | 05-15-2024 | 03-31-2024 | 121 | 148,815,860 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corporation | COM | 1 | $10,110,743 | 24,032 | 0.01 | 0.01 | -2,537 | -9.55 | 03-31-2024 |
| Apple Inc | COM | 2 | $6,933,108 | 40,431 | 0.00 | 0.01 | -3,333 | -7.62 | 03-31-2024 |
| Intuit Inc | COM | 3 | $5,252,000 | 8,080 | 0.00 | 0.00 | -1,120 | -12.17 | 03-31-2024 |
| Costco Wholesale Corp | COM | 4 | $4,977,503 | 6,794 | 0.00 | 0.00 | -850 | -11.12 | 03-31-2024 |
