Morton Brown Family Wealth, LLC Purchases and Sells in Q1 2025

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025

Top Buys

Incresed Positions

74 operations
Stock Shares change Price Range Shares Held Trade History
16.2K
+ 3.82%
$47.4 - $52.99 $768K - $858K
440K $22.4M
14.7K
+ 7.32%
$63.74 - $71.96 $940K - $1.06M
216K $15.1M
16.8K
+ 4.11%
$57.11 - $62.4 $962K - $1.05M
427K $25.7M
27.7K
+ 19.56%
$51.26 - $52.53 $1.42M - $1.45M
169K $8.72M
13.5K
+ 13.19%
$79.17 - $82.04 $1.07M - $1.11M
116K $9.49M
35.4K
+ 7.67%
$24.05 - $24.86 $852K - $881K
497K $12.4M
View all

New Holdings

76 operations
Stock Shares change Price Range Shares Held Trade History
5.1K
New
$23.32 - $23.84 $119K - $122K
5.1K $119K
1.75K
New
$20.25 - $24.06 $35.5K - $42.2K
1.75K $42K
440
New
$91.17 - $95.39 $40.1K - $42K
440 $41K
1.31K
New
$28.48 - $30.52 $37.3K - $40K
1.31K $37K
254
New
$119.14 - $132.76 $30.3K - $33.7K
254 $32K
189
New
$161.24 - $173.33 $30.5K - $32.8K
189 $32K
View all

Top Sells

Reduced Positions

34 operations
Stock Shares change Price Range Shares Held Trade History
-2.55K
- 88.21%
$283.24 - $338.07 $723K - $863K
341 $100K
-5.97K
- 54.68%
$77.33 - $90.16 $462K - $539K
4.95K $388K
-260
- 3.95%
$167.43 - $244.7 $43.5K - $63.6K
6.32K $1.06M
-602
- 11.26%
$271.18 - $303.12 $163K - $182K
4.75K $1.3M
-53
- 0.64%
$217.89 - $252.64 $11.5K - $13.4K
8.27K $1.83M
-4.97K
- 95.14%
$31.68 - $36.11 $157K - $179K
254 $9K
View all
Activity Summary
Buys All Purchases 150 New Holdings 76 Increased Positions 74 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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