Davidson Trust CO Purchases and Sells in Q3 2025

Davidson Trust CO

$239 Million
Q3 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	10.2K + 25.42%	$491.09 - $535.64 $4.99M - $5.44M	50.1K $26M
IXUS	22.1K + 55.05%	$76.35 - $82.58 $1.69M - $1.82M	62.2K $5.14M
GOOG	1.09K + 9.04%	$175.16 - $255.24 $191K - $278K	13.1K $3.2M
AGG	6.66K + 24.71%	$97.75 - $100.75 $651K - $671K	33.6K $3.37M
VUG	575 + 5.82%	$433.97 - $484.08 $250K - $278K	10.5K $5.01M
CVX	2.36K + 9.49%	$145.57 - $161.83 $344K - $382K	27.2K $4.23M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GBCI	71.5K New	$42.86 - $50.13 $3.06M - $3.58M	71.5K $3.48M
VFMO	2.22K New	$170.68 - $192.95 $379K - $428K	2.22K $424K
C	3.7K New	$85.57 - $103.49 $317K - $383K	3.7K $375K
MDT	3.23K New	$87.67 - $95.74 $283K - $309K	3.23K $307K
ETN	804 New	$342.99 - $392.76 $276K - $316K	804 $300K
BOH	4.42K New	$61.35 - $71.13 $271K - $314K	4.42K $289K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCD	-16.8K - 83.41%	$291.67 - $316.99 $4.9M - $5.32M	3.34K $1.01M
BRK-B	-1.36K - 20.2%	$459.11 - $506.91 $626K - $691K	5.39K $2.71M
XOM	-6.1K - 16.46%	$105.83 - $117.22 $645K - $715K	30.9K $3.49M
COST	-52 - 0.97%	$915.95 - $994.57 $47.6K - $51.7K	5.29K $4.89M
ABT	-911 - 1.76%	$120.51 - $136.62 $110K - $124K	50.9K $6.82M
ADP	-66 - 0.7%	$288.69 - $310.94 $19.1K - $20.5K	9.34K $2.74M

Activity Summary All Purchases 81 New Holdings 16 Increased Positions 65 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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