Forbes J M & CO LLP Purchases and Sells in Q1 2025

Forbes J M & CO LLP

$1 Billion
Q1 2025

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	51.8K + 3.71%	$49.74 - $58.96 $2.58M - $3.05M	1.45M $85.3M
LLY	6.48K + 325.51%	$725.72 - $929.72 $4.7M - $6.03M	8.47K $7M
XLE	12.3K + 3.38%	$85.7 - $93.96 $1.05M - $1.15M	376K $35.1M
ABT	4.28K + 3.16%	$111.1 - $140.22 $476K - $600K	140K $18.6M
JNJ	4.2K + 3.72%	$142.06 - $167.7 $597K - $705K	117K $19.4M
KO	7.22K + 3.05%	$60.81 - $72.32 $439K - $522K	244K $17.5M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BX	4.08K New	$136.53 - $186.74 $557K - $762K	4.08K $570K
EPD	8.5K New	$31.75 - $34.14 $270K - $290K	8.5K $290K
AMT	1.06K New	$173.46 - $217.6 $183K - $230K	1.06K $229K
PWCDF	6.4K New	$29.23 - $35.83 $187K - $229K	6.4K $227K
LOW	200 New	$222.66 - $268.42 $44.5K - $53.7K	200 $46K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NSRGY	-57.4K - 88.92%	$80.4 - $103.55 $4.62M - $5.94M	7.15K $723K
XLK	-1.35K - 1.53%	$206.38 - $242.18 $279K - $328K	87.4K $18M
TSLA	-198 - 1.45%	$222.15 - $428.22 $44K - $84.8K	13.5K $3.5M
XLY	-650 - 1.51%	$192.6 - $233.2 $125K - $152K	42.5K $8.4M
SPY	-1.1K - 57.48%	$551.42 - $612.93 $608K - $676K	816 $456K
GOOG	-573 - 3.43%	$156.06 - $207.71 $89.4K - $119K	16.2K $2.52M

Activity Summary All Purchases 62 New Holdings 5 Increased Positions 57 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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