Balanced Rock Investment Advisor Purchases and Sells in Q1 2025

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

Top Buys

Incresed Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
8.31K
+ 5.19%
$45.92 - $47.58 $382K - $395K
168K $8B
3.19K
+ 1.61%
N/A
201K $7.01B
881
+ 2.23%
$75.32 - $84.77 $66.4K - $74.7K
40.3K $3.29B
481
+ 130.35%
$551.42 - $612.93 $265K - $295K
850 $475M
1.78K
+ 4.27%
$71.17 - $73.66 $126K - $131K
43.4K $3.19B
DIMENSIONAL ETF TRUST
4.62K
+ 5.19%
N/A
93.5K $2.45B
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
532
New
$468.34 - $539.52 $249K - $287K
532 $249M
8.49K
New
$21.56 - $28.28 $183K - $240K
8.49K $240M

Top Sells

Reduced Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
-5.27K
- 66.22%
$113.22 - $126.36 $597K - $666K
2.69K $309M
-19K
- 8.25%
$42.05 - $43.43 $799K - $825K
211K $9.15B
-6.88K
- 9.54%
$63.91 - $70.19 $440K - $483K
65.3K $4.39B
-3.67K
- 2.52%
$49.25 - $50.66 $181K - $186K
142K $7.04B
-5.95K
- 9.43%
$36.46 - $39.46 $217K - $235K
57.2K $2.19B
-1.23K
- 3.18%
$38.41 - $44.06 $47.3K - $54.2K
37.4K $1.46B
View all
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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