Forbes J M & CO LLP Purchases and Sells in Q4 2024

Forbes J M & CO LLP

$1.01 Billion
Q4 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	159 + 0.14%	$159.67 - $250.0 $25.4K - $39.8K	114K $26.4M
AMZN	3.42K + 1.91%	$180.88 - $232.93 $619K - $797K	183K $40.1M
GOOGL	2.8K + 1.27%	$161.86 - $196.66 $453K - $551K	223K $42.1M
AAPL	4.57K + 1.87%	$221.69 - $259.02 $1.01M - $1.18M	249K $62.4M
V	1.11K + 1.73%	$273.87 - $320.91 $303K - $355K	65.2K $20.6M
CRM	91 + 0.25%	$270.87 - $367.87 $24.6K - $33.5K	36.7K $12.3M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RWJ	11.4K New	$44.2 - $49.46 $503K - $563K	11.4K $521K
UNM	5.32K New	$58.88 - $77.07 $313K - $410K	5.32K $388K
NFLX	413 New	$687.65 - $936.56 $284K - $387K	413 $368K
SCHW	4.2K New	$63.31 - $82.85 $266K - $348K	4.2K $310K
TSCO	4.5K New	$52.59 - $303.74 $237K - $1.37M	4.5K $238K
MPW	14.4K New	$3.72 - $5.77 $53.7K - $83.3K	14.4K $57K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMT	-52.3K - 22.68%	$79.1 - $95.7 $4.13M - $5M	178K $16.1M
JPM	-19.2K - 16.89%	$205.18 - $250.29 $3.94M - $4.81M	94.5K $22.7M
PG	-347 - 0.3%	$161.05 - $179.7 $55.9K - $62.4K	117K $19.7M
XOM	-233 - 0.53%	$105.51 - $125.37 $24.6K - $29.2K	44K $4.73M
XLI	-43 - 0.05%	$131.76 - $143.99 $5.67K - $6.19K	83.4K $11M
ABBV	-116 - 0.81%	$164.99 - $203.87 $19.1K - $23.6K	14.2K $2.53M

Activity Summary All Purchases 68 New Holdings 7 Increased Positions 61 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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