First Western Trust Bank Sells in Q2 2025

First Western Trust Bank

  • $2.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-34.5K
- 46.55%
$122.82 - $218.63 $4.23M - $7.54M
39.6K $8.65M
SLB
Schlumberger Limited

Energy
-5.47K
- 3.92%
$31.95 - $42.2 $175K - $231K
134K $4.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-801
- 7.8%
$390.26 - $489.06 $313K - $392K
9.47K $3.84M
FTV
Fortive Corp

Technology
-3.28K
- 8.48%
$52.13 - $74.29 $171K - $244K
35.4K $1.85M
MCD
Mcdonalds Corp

Consumer Cyclical
-833
- 3.05%
$285.55 - $321.23 $238K - $268K
26.5K $7.74M
ACN
Accenture PLC

Technology
-1.16K
- 6.39%
$279.23 - $323.21 $323K - $373K
16.9K $5.05M
BMY
Bristol Myers Squibb CO

Healthcare
-452
- 1.34%
$44.12 - $59.6 $19.9K - $26.9K
33.4K $1.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-335
- 4.54%
$483.48 - $539.8 $162K - $181K
7.05K $3.42M
ROP
Roper Technologies Inc

Industrials
-320
- 3.58%
$519.19 - $590.78 $166K - $189K
8.61K $4.88M
PEP
Pepsico Inc

Consumer Defensive
-530
- 3.25%
$128.02 - $151.37 $67.9K - $80.2K
15.8K $2.08M
HD
Home Depot, Inc.

Consumer Cyclical
-875
- 4.25%
$335.24 - $380.78 $293K - $333K
19.7K $7.22M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-13
- 0.1%
$90.21 - $112.66 $1.17K - $1.46K
12.6K $1.15M
JNJ
Johnson & Johnson

Healthcare
-160
- 0.84%
$146.36 - $159.82 $23.4K - $25.6K
18.8K $2.88M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-3.32K
- 2.45%
$32.56 - $35.71 $108K - $118K
132K $4.37M
TXN
Texas Instruments Inc

Technology
-1.3K
- 3.77%
N/A
33.2K $6.46M
PGR
Progressive Corp

Financial Services
-438
- 6.51%
$255.27 - $288.74 $112K - $126K
6.29K $1.68M
LLY
Eli Lilly & CO

Healthcare
-198
- 14.13%
$713.71 - $898.95 $141K - $178K
1.2K $937K
GILD
Gilead Sciences, Inc.

Healthcare
-1.21K
- 2.34%
$96.91 - $113.0 $117K - $137K
50.4K $5.59M
NEE
Nextera Energy Inc

Utilities
-1.73K
- 4.42%
$64.11 - $75.0 $111K - $130K
37.4K $2.6M
CVX
Chevron Corp

Energy
-294
- 6.22%
$133.73 - $168.51 $39.3K - $49.5K
4.43K $634K
XOM
Exxon Mobil Corp

Energy
-49
- 0.37%
$99.93 - $119.04 $4.9K - $5.83K
13.3K $1.44M
ADBE
Adobe Inc.

Technology
-441
- 7.65%
$340.0 - $420.68 $150K - $186K
5.33K $2.06M
FISV
Fiserv Inc

Technology
-1.21K
- 3.87%
N/A
30.1K $3.77M
PG
Procter & Gamble CO

Consumer Defensive
-14
- 0.11%
$157.66 - $172.39 $2.21K - $2.41K
13.3K $2.12M
ABBV
Abb Vie Inc.

Healthcare
-81
- 1.63%
$170.16 - $206.27 $13.8K - $16.7K
4.88K $904K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.12K
- 2.8%
$119.13 - $135.03 $253K - $287K
73.8K $9.11M
MRK
Merck & Co., Inc.

Healthcare
-496
- 5.86%
$73.47 - $87.12 $36.4K - $43.2K
7.97K $631K
APD
Air Products & Chemicals, Inc.

Basic Materials
-192
- 3.32%
$248.61 - $294.96 $47.7K - $56.6K
5.6K $1.58M
MCK
Mckesson Corp

Healthcare
-189
- 20.09%
$652.83 - $732.78 $123K - $138K
752 $551K
IWD
Ishares Russell 1000 Val ETF

ETFs
-688
- 6.47%
$166.82 - $194.23 $115K - $134K
9.95K $1.93M
ITW
Illinois Tool Works Inc

Industrials
-250
- 17.73%
$218.41 - $252.43 $54.6K - $63.1K
1.16K $286K
COP
Conocophillips

Energy
-247
- 9.45%
$82.66 - $106.1 $20.4K - $26.2K
2.37K $212K
ELV
Elevance Health, Inc.

Healthcare
-33
- 3.23%
$372.27 - $452.69 $12.3K - $14.9K
988 $384K
V
Visa Inc.

Financial Services
-560
- 1.79%
$308.27 - $373.31 $173K - $209K
30.8K $10.9M
AZN
Astrazeneca PLC

Healthcare
-482
- 11.14%
$64.87 - $75.0 $31.3K - $36.2K
3.84K $268K
SBUX
Starbucks Corp

Consumer Cyclical
-178
- 4.17%
$79.69 - $99.41 $14.2K - $17.7K
4.09K $374K
CVS
Cvs Health Corp

Healthcare
-308
- 6.64%
$60.04 - $70.18 $18.5K - $21.6K
4.33K $298K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-428
- 4.12%
$36.25 - $42.28 $15.5K - $18.1K
9.95K $420K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-48
- 0.85%
$63.54 - $68.5 $3.05K - $3.29K
5.62K $378K
INTC
Intel Corp

Technology
-33
- 0.21%
$18.13 - $22.69 $598 - $749
15.6K $350K
TOWN
Towne Bank (Va)

Financial Services
-104
- 0.67%
$30.4 - $35.29 $3.16K - $3.67K
15.5K $528K
ABT
Abbott Laboratories

Healthcare
-1.05K
- 2.49%
$123.95 - $138.08 $130K - $145K
41.2K $5.6M
Rbb Fd Inc
-200
- 3.55%
N/A
5.44K $0
Venu Hldg Corp
-177K
- 30.67%
N/A
400K $0
Blackrock Inc
-84
- 2.02%
N/A
4.07K $0
QCOM
Qualcomm Inc

Technology
-151
- 3.48%
$124.66 - $159.48 $18.8K - $24.1K
4.19K $666K
DOV
Dover Corp

Industrials
-48
- 3.82%
$151.14 - $186.7 $7.25K - $8.96K
1.21K $221K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-147
- 4.45%
$108.87 - $133.04 $16K - $19.6K
3.16K $420K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-703
- 7.22%
$26.99 - $33.86 $19K - $23.8K
9.04K $302K
Activity Summary
Buys All Purchases 43 New Holdings 13 Increased Positions 30 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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