Charter Oak Capital Management, LLC Purchases and Sells in Q1 2025

Charter Oak Capital Management, LLC

  • $1.09 Billion
  • Q1 2025

Top Buys

Incresed Positions

91 operations
Stock Shares change Price Range Shares Held Trade History
120K
+ 10.31%
$58.01 - $64.46 $6.98M - $7.76M
1.29M $80.5M
43.5K
+ 2.68%
$95.85 - $99.25 $4.17M - $4.32M
1.67M $165M
120K
+ 11.27%
$50.82 - $52.7 $6.08M - $6.3M
1.18M $61.9M
63.7K
+ 8.28%
$76.94 - $78.28 $4.9M - $4.98M
832K $65.1M
1.6K
+ 71.43%
$442.66 - $534.52 $710K - $857K
3.85K $2.02M
1.42K
+ 241.43%
$497.6 - $606.74 $708K - $863K
2.01K $1M
View all

New Holdings

17 operations
Stock Shares change Price Range Shares Held Trade History
6.41K
New
$74.6 - $84.81 $478K - $544K
6.41K $498K
14.8K
New
$27.64 - $28.58 $408K - $422K
14.8K $420K
24K
New
$13.72 - $18.44 $329K - $443K
24K $337K
7.52K
New
$42.05 - $43.43 $316K - $327K
7.52K $325K
4.26K
New
$70.19 - $81.2 $299K - $346K
4.26K $308K
1.33K
New
$152.99 - $203.25 $204K - $271K
1.33K $227K
View all

Top Sells

Reduced Positions

75 operations
Stock Shares change Price Range Shares Held Trade History
-3.73K
- 6.64%
$507.05 - $563.67 $1.89M - $2.1M
52.4K $26.8M
-2.81K
- 3.53%
$209.68 - $247.1 $589K - $694K
76.7K $17M
-1.38K
- 2.51%
$96.93 - $109.51 $133K - $151K
53.5K $5.21M
-309
- 4.51%
$268.36 - $359.95 $82.9K - $111K
6.54K $1.76M
-586
- 7.72%
$551.42 - $612.93 $323K - $359K
7K $3.92M
-611
- 4.58%
$135.34 - $188.66 $82.7K - $115K
12.7K $1.75M
View all
Activity Summary
Buys All Purchases 108 New Holdings 17 Increased Positions 91 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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