Bcs Wealth Management Purchases and Sells in Q2 2025

Bcs Wealth Management

$465 Million
Q2 2025

Top Buys

Incresed Positions

133 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	86.3K + 814.66%	$157.66 - $172.39 $13.6M - $14.9M	96.9K $15.4M
VOO	10.2K + 17.95%	$456.74 - $568.03 $4.65M - $5.78M	66.9K $38M
SCHX	127K + 18.96%	$19.6 - $24.44 $2.5M - $3.11M	799K $19.5M
SCHF	136K + 26.9%	$17.76 - $22.1 $2.41M - $3M	641K $14.2M
NVDA	8.89K + 44.52%	$94.31 - $157.99 $839K - $1.4M	28.9K $4.56M
MSFT	1.83K + 26.07%	$354.56 - $497.45 $650K - $912K	8.87K $4.41M

New Holdings

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KMB	14K New	$126.84 - $145.22 $1.78M - $2.04M	14K $1.81M
SO	4.57K New	$84.91 - $92.56 $388K - $423K	4.57K $420K
RSP	2.16K New	$152.93 - $181.74 $330K - $392K	2.16K $392K
SPYI	7.59K New	N/A	7.59K $382K
BND	5.11K New	$72.02 - $73.82 $368K - $377K	5.11K $377K
GE VERNOVA INC	709 New	N/A	709 $375K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUNI	-31.7K - 25.22%	$50.34 - $51.86 $1.59M - $1.64M	93.9K $4.82M
MINO	-30.9K - 37.03%	$43.42 - $45.15 $1.34M - $1.4M	52.6K $2.33M
MMIN	-30.2K - 37.33%	$22.81 - $23.8 $689K - $719K	50.7K $1.18M
TOTL	-13.5K - 38.26%	$39.34 - $40.41 $531K - $546K	21.8K $874K
NOBL	-4.71K - 11.41%	$90.85 - $102.31 $428K - $482K	36.6K $3.68M
FLRN	-16.6K - 14.38%	$30.29 - $30.83 $502K - $511K	98.7K $3.04M

Activity Summary All Purchases 170 New Holdings 37 Increased Positions 133 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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