Massachusetts Wealth Management Sells in Q1 2025

Massachusetts Wealth Management

  • $146 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-462
- 2.09%
$106.98 - $149.43 $49.4K - $69K
21.7K $2.35B
MSFT
Microsoft Corp

Technology
-89
- 0.91%
$375.39 - $447.2 $33.4K - $39.8K
9.72K $3.65B
IR
Ingersoll Rand Inc.

Industrials
-504
- 1.78%
$79.44 - $94.23 $40K - $47.5K
27.7K $2.22B
CAT
Caterpillar Inc

Industrials
-310
- 4.8%
$326.75 - $407.63 $101K - $126K
6.15K $2.03B
TT
Trane Technologies PLC

Industrials
-255
- 3.99%
$332.0 - $400.86 $84.7K - $102K
6.14K $2.07B
MRK
Merck & Co., Inc.

Healthcare
-550
- 2.45%
$83.01 - $101.02 $45.7K - $55.6K
21.9K $1.97B
STT
State Street Corp

Financial Services
-450
- 2.09%
$84.47 - $102.23 $38K - $46K
21K $1.88B
CMI
Cummins Inc

Industrials
-90
- 1.87%
$312.92 - $386.07 $28.2K - $34.7K
4.72K $1.48B
HD
Home Depot, Inc.

Consumer Cyclical
-140
- 2.56%
$347.25 - $424.87 $48.6K - $59.5K
5.33K $1.95B
VMC
Vulcan Materials CO

Basic Materials
-105
- 1.84%
$220.9 - $277.54 $23.2K - $29.1K
5.6K $1.31B
CSX
Csx Corp

Industrials
-650
- 1.74%
$29.11 - $33.67 $18.9K - $21.9K
36.7K $1.08B
SPY
Spdr S&P 500 ETF Trust

ETFs
-71
- 3.34%
$551.42 - $612.93 $39.2K - $43.5K
2.05K $1.15B
GIS
General Mills Inc

Consumer Defensive
-225
- 1.14%
$57.56 - $65.3 $13K - $14.7K
19.5K $1.17B
ITW
Illinois Tool Works Inc

Industrials
-175
- 2.27%
$244.9 - $274.48 $42.9K - $48K
7.55K $1.87B
DOW
Dow Inc.

Basic Materials
-973
- 10.44%
$34.36 - $41.92 $33.4K - $40.8K
8.34K $291M
HAL
Halliburton CO

Energy
-100
- 0.23%
$24.15 - $29.9 $2.42K - $2.99K
43.6K $1.11B
IYT
Ishares Tr U.S. Transportation

ETFs
-360
- 2.24%
$63.37 - $73.39 $22.8K - $26.4K
15.7K $1.01B
WMT
Walmart Inc.

Consumer Defensive
-10
- 0.04%
$84.5 - $105.05 $845 - $1.05K
27.6K $2.42B
PBE
Invesco Exchange Traded Fd Tr

ETFs
-210
- 1.14%
$63.44 - $70.44 $13.3K - $14.8K
18.2K $1.15B
PEP
Pepsico Inc

Consumer Defensive
-275
- 2.02%
$142.64 - $156.42 $39.2K - $43K
13.3K $2B
UPS
United Parcel Service Inc

Industrials
-225
- 9.7%
$109.66 - $136.26 $24.7K - $30.7K
2.1K $230M
GLW
Corning Inc

Technology
-400
- 1.73%
$44.91 - $54.25 $18K - $21.7K
22.7K $1.04B
FDX
Fedex Corp

Industrials
-30
- 2.26%
$230.33 - $281.53 $6.91K - $8.45K
1.3K $317M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.18K
- 13.29%
$34.5 - $43.01 $40.5K - $50.5K
7.67K $290M
JPM
Jpmorgan Chase & CO

Financial Services
-670
- 3.12%
$225.19 - $279.95 $151K - $188K
20.8K $5.11B
PEG
Public Service Enterprise Group Inc

Utilities
-100
- 1.96%
$78.2 - $90.39 $7.82K - $9.04K
5K $412M
PG
Procter & Gamble CO

Consumer Defensive
-284
- 2.61%
$158.56 - $176.26 $45K - $50.1K
10.6K $1.81B
UNH
Unitedhealth Group Inc

Healthcare
-50
- 10.94%
$461.52 - $548.18 $23.1K - $27.4K
407 $213M
NSC
Norfolk Southern Corp

Industrials
-125
- 2.08%
$227.69 - $259.76 $28.5K - $32.5K
5.87K $1.39B
HSY
Hershey CO

Consumer Defensive
-50
- 0.83%
$144.74 - $186.36 $7.24K - $9.32K
5.96K $1.02B
SWX
Southwest Gas Holdings, Inc.

Utilities
-50
- 0.63%
$68.42 - $78.18 $3.42K - $3.91K
7.87K $565M
ITA
Ishares Tr

ETFs
-365
- 4.57%
$144.84 - $159.5 $52.9K - $58.2K
7.63K $1.17B
SHW
Sherwin Williams CO

Basic Materials
-75
- 2.09%
$330.16 - $365.55 $24.8K - $27.4K
3.52K $1.23B
K
Kellogg CO

Consumer Defensive
-150
- 1.1%
$81.06 - $82.9 $12.2K - $12.4K
13.4K $1.11B
CL
Colgate Palmolive CO

Consumer Defensive
-250
- 1.95%
$85.68 - $97.5 $21.4K - $24.4K
12.6K $1.18B
UNP
Union Pacific Corp

Industrials
-150
- 2.34%
$225.21 - $254.42 $33.8K - $38.2K
6.27K $1.48B
WFC
Wells Fargo & Company

Financial Services
-360
- 1.11%
$66.78 - $81.42 $24K - $29.3K
32.1K $2.31B
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 2.18%
$890.62 - $1076.86 $53.4K - $64.6K
2.7K $2.55B
Ge Healthcare Technologies I
-96
- 0.71%
N/A
13.4K $1.08B
BKR
Baker Hughes CO

Energy
-100
- 0.34%
$41.16 - $48.85 $4.12K - $4.89K
29.4K $1.29B
COP
Conocophillips

Energy
-420
- 1.42%
$88.6 - $105.85 $37.2K - $44.5K
29.1K $3.05B
SLB
Schlumberger Limited

Energy
-325
- 0.65%
$38.4 - $43.74 $12.5K - $14.2K
49.4K $2.07B
DE
Deere & CO

Industrials
-95
- 1.85%
$408.57 - $509.27 $38.8K - $48.4K
5.03K $2.36B
ABBV
Abb Vie Inc.

Healthcare
-135
- 1.35%
$169.2 - $216.66 $22.8K - $29.2K
9.83K $2.06B
XOM
Exxon Mobil Corp

Energy
-1.22K
- 3.19%
$105.44 - $118.93 $129K - $146K
37.1K $4.41B
JNJ
Johnson & Johnson

Healthcare
-450
- 2.55%
$142.06 - $167.7 $63.9K - $75.5K
17.2K $2.85B
KO
Coca Cola CO

Consumer Defensive
-50
- 0.14%
$60.81 - $72.32 $3.04K - $3.62K
34.7K $2.49B
GE
General Electric CO

Industrials
-787
- 5.12%
$168.59 - $212.13 $133K - $167K
14.6K $2.92B
CVX
Chevron Corp

Energy
-325
- 1.58%
$146.71 - $167.97 $47.7K - $54.6K
20.3K $3.39B
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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