Coastline Trust CO Purchases in Q1 2025

Coastline Trust CO

  • $800 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
97
+ 0.48%
$142.64 - $156.42 $13.8K - $15.2K
20.3K $3.05M
VV
Vanguard Large Cap ETF

ETFs
27
+ 0.98%
$253.32 - $282.66 $6.84K - $7.63K
2.78K $713K
IRM
Iron Mountain Inc

Real Estate
44
+ 2.43%
$82.79 - $111.31 $3.64K - $4.9K
1.86K $159K
BAC
Bank Of America Corp

Financial Services
513
+ 1.23%
$39.61 - $47.74 $20.3K - $24.5K
42.1K $1.76M
MS
Morgan Stanley

Financial Services
571
+ 3.51%
$111.68 - $141.08 $63.8K - $80.6K
16.8K $1.97M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
30
+ 2.47%
$283.06 - $421.16 $8.49K - $12.6K
1.24K $351K
CRM
Salesforce, Inc.

Technology
1.09K
+ 17.21%
$268.36 - $359.95 $293K - $392K
7.43K $1.99M
CAT
Caterpillar Inc

Industrials
234
+ 3.72%
$326.75 - $407.63 $76.5K - $95.4K
6.52K $2.15M
META
Meta Platforms, Inc.

Communication Services
632
+ 1.59%
$576.36 - $736.67 $364K - $466K
40.4K $23.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
48
+ 0.53%
$497.6 - $606.74 $23.9K - $29.1K
9.03K $4.49M
IWM
Ishares Russell 2000 ETF

ETFs
5.61K
+ 9.07%
$198.1 - $229.79 $1.11M - $1.29M
67.5K $13.5M
MRK
Merck & Co., Inc.

Healthcare
98
+ 0.33%
$83.01 - $101.02 $8.13K - $9.9K
29.8K $2.68M
PANW
Palo Alto Networks Inc

Technology
3.04K
+ 3.87%
$167.82 - $208.28 $510K - $633K
81.4K $13.9M
APO
Apollo Global Management, Inc.

Financial Services
380
+ 2.28%
$126.01 - $172.06 $47.9K - $65.4K
17K $2.33M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 2.2%
$554.06 - $615.85 $624K - $694K
52.4K $29.4M
BX
Blackstone Inc.

Financial Services
1.2K
+ 4.25%
$136.53 - $186.74 $164K - $224K
29.4K $4.11M
KKR
Kkr & Co. Inc.

Financial Services
150
+ 0.45%
$108.17 - $167.07 $16.2K - $25.1K
33.5K $3.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.97K
+ 1.15%
$57.21 - $65.8 $227K - $261K
348K $20.3M
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
+ 1.77%
$190.26 - $242.06 $431K - $548K
130K $24.8M
GOOGL
Alphabet Inc.

Communication Services
2.86K
+ 1.86%
$154.33 - $206.19 $441K - $589K
157K $24.2M
Activity Summary
Buys All Purchases 71 New Holdings 2 Increased Positions 69 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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