Intrinsic Value Partners, LLC Purchases and Sells in Q2 2025

Intrinsic Value Partners, LLC

$109 Million
Q2 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	5.9K + 33.35%	$153.67 - $176.74 $907K - $1.04M	23.6K $4.17M
SCHW	1.05K + 1.93%	$69.06 - $91.24 $72.2K - $95.3K	55.3K $5.04M
GOOGL	245 + 0.95%	$144.7 - $178.6 $35.5K - $43.8K	25.9K $4.57M
VB	1.44K + 17.85%	$193.73 - $237.37 $280K - $343K	9.53K $2.26M
IJR	3.38K + 31.81%	$90.56 - $109.49 $306K - $370K	14K $1.53M
VXUS	3.04K + 27.69%	$55.54 - $69.09 $169K - $210K	14K $968K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLDR	14.9K New	$105.63 - $131.12 $1.57M - $1.95M	14.9K $1.74M
AMAT	4.32K New	$126.95 - $183.52 $548K - $792K	4.32K $790K
ABNB	2.74K New	$105.69 - $140.64 $289K - $385K	2.74K $362K
IBM	805 New	$221.03 - $294.78 $178K - $237K	805 $237K
Capital Group New Geogrp	9.1K New	N/A	9.1K $0

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-893 - 2.79%	$483.48 - $539.8 $432K - $482K	31.2K $15.1M
INTC	-16.8K - 63.04%	$18.13 - $22.69 $305K - $382K	9.87K $221K
MRNA	-7.42K - 20.49%	$23.65 - $28.54 $175K - $212K	28.8K $794K
BABA	-1.46K - 42.59%	$99.37 - $134.05 $145K - $196K	1.97K $223K
MRK	-432 - 2.76%	$73.47 - $87.12 $31.7K - $37.6K	15.2K $1.21M
KMX	-311 - 2.79%	$62.27 - $82.77 $19.4K - $25.7K	10.8K $728K

Activity Summary All Purchases 19 New Holdings 5 Increased Positions 14 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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