Millstone Evans Group, LLC Purchases and Sells in Q1 2025

Millstone Evans Group, LLC

$147 Billion
Q1 2025

Top Buys

Incresed Positions

113 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	28.4K + 628.27%	$139.81 - $186.47 $3.97M - $5.29M	32.9K $4.6B
IWF	1.15K + 754.61%	$360.07 - $417.26 $413K - $479K	1.3K $469M
IBM	79 + 1.28%	$217.4 - $264.74 $17.2K - $20.9K	6.23K $1.55B
USMV	1.5K + 353.9%	$87.68 - $94.52 $131K - $141K	1.92K $180M
IWD	744 + 641.38%	$182.82 - $196.21 $136K - $146K	860 $162M
IWB	387 + 425.27%	$302.31 - $337.54 $117K - $131K	478 $147M

New Holdings

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUSE	13.4K New	$21.26 - $25.35 $284K - $338K	13.4K $288M
IVE	715 New	$185.78 - $198.58 $133K - $142K	715 $136M
FIW	1.33K New	$99.48 - $106.74 $133K - $142K	1.33K $134M
XVV	2.41K New	$42.24 - $47.29 $102K - $114K	2.41K $103M
OEF	328 New	N/A	328 $88.8M
AWK	371 New	$121.01 - $149.31 $44.9K - $55.4K	371 $54.7M

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-465 - 2.9%	$375.39 - $447.2 $175K - $208K	15.6K $5.85B
DFAC	-4.15K - 2.37%	$32.42 - $36.13 $135K - $150K	171K $5.63B
RJF	-198 - 1.0%	$137.62 - $172.64 $27.2K - $34.2K	19.7K $2.73B
UBSI	-6.37K - 32.35%	$34.03 - $39.27 $217K - $250K	13.3K $462M
FTGC	-11.3K - 82.18%	$23.95 - $25.86 $272K - $293K	2.46K $62.8M
CRM	-36 - 1.46%	$268.36 - $359.95 $9.66K - $13K	2.43K $651M

Activity Summary All Purchases 196 New Holdings 83 Increased Positions 113 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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