Charter Oak Capital Management, LLC Purchases and Sells in Q2 2025

Charter Oak Capital Management, LLC

  • $1.18 Billion
  • Q2 2025

Top Buys

Incresed Positions

69 operations
Stock Shares change Price Range Shares Held Trade History
3.38K
+ 0.65%
$498.8 - $620.9 $1.68M - $2.1M
524K $326M
105K
+ 8.18%
$55.54 - $69.09 $5.86M - $7.29M
1.39M $96.3M
5.77K
+ 1.56%
$150.43 - $192.71 $868K - $1.11M
375K $72.2M
104K
+ 8.78%
$51.1 - $53.29 $5.3M - $5.53M
1.28M $68.5M
39.8K
+ 2.39%
$96.84 - $99.46 $3.86M - $3.96M
1.71M $169M
48.3K
+ 5.8%
$77.74 - $78.78 $3.75M - $3.8M
881K $69.3M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
8.6K
New
N/A
8.6K $1.67M
944
New
$544.07 - $787.63 $514K - $744K
944 $743K
10.3K
New
$44.89 - $54.38 $462K - $560K
10.3K $560K
1.49K
New
$150.57 - $212.76 $225K - $318K
1.49K $317K
2.02K
New
$78.21 - $143.81 $158K - $291K
2.02K $287K
2.59K
New
$59.09 - $98.75 $153K - $256K
2.59K $255K
View all

Top Sells

Reduced Positions

96 operations
Stock Shares change Price Range Shares Held Trade History
-284
- 0.37%
$172.42 - $223.89 $49K - $63.6K
76.4K $15.7M
-4.44K
- 23.17%
$99.93 - $119.04 $444K - $528K
14.7K $1.59M
-6.85K
- 5.14%
$72.02 - $73.82 $494K - $506K
126K $9.31M
-7.62K
- 8.46%
$49.79 - $50.59 $379K - $385K
82.4K $4.17M
-718
- 20.91%
$285.55 - $321.23 $205K - $231K
2.72K $793K
-5.07K
- 28.6%
$43.92 - $52.37 $223K - $266K
12.7K $662K
View all
Activity Summary
Buys All Purchases 79 New Holdings 10 Increased Positions 69 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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