Private Trust CO Na Purchases and Sells in Q1 2025

Private Trust CO Na

$938 Million
Q1 2025

Top Buys

Incresed Positions

894 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	14.1K + 25.75%	$105.44 - $118.93 $1.49M - $1.68M	69.1K $8.22M
SPY	4.53K + 14.9%	$551.42 - $612.93 $2.5M - $2.78M	35K $19.6M
ABBV	602 + 1.65%	$169.2 - $216.66 $102K - $130K	37K $7.75M
IBM	3.64K + 27.96%	$217.4 - $264.74 $791K - $964K	16.7K $4.14M
BRK-B	129 + 0.96%	$442.66 - $534.52 $57.1K - $69K	13.5K $7.2M
SWK	11.9K + 850.89%	$76.43 - $90.41 $912K - $1.08M	13.3K $1.03M

New Holdings

253 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGXU	26.9K New	$24.48 - $26.59 $658K - $715K	26.9K $657K
IGF	10.3K New	$51.96 - $54.84 $534K - $563K	10.3K $561K
EDV	6.45K New	$65.05 - $73.43 $420K - $474K	6.45K $458K
LONZ	3.97K New	$50.21 - $51.23 $199K - $203K	3.97K $199K
FXI	5K New	$28.65 - $38.55 $143K - $193K	5K $179K
SPVM	2.4K New	$55.27 - $60.16 $133K - $144K	2.4K $137K

Top Sells

Reduced Positions

650 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.2K - 0.84%	$209.68 - $247.1 $251K - $296K	141K $31.4M
MSFT	-1.21K - 1.58%	$375.39 - $447.2 $455K - $542K	75.3K $28.3M
GOOGL	-1.19K - 1.76%	$154.33 - $206.19 $184K - $245K	66.4K $10.3M
IJH	-27.2K - 24.88%	$57.21 - $65.8 $1.56M - $1.79M	82.1K $4.79M
TSLA	-810 - 10.19%	$222.15 - $428.22 $180K - $347K	7.14K $1.85M
GSY	-23.7K - 44.37%	$50.03 - $50.27 $1.19M - $1.19M	29.7K $1.49M

Activity Summary All Purchases 1147 New Holdings 253 Increased Positions 894 All Sells 650 Reductions 650 Sold out 0 Calls 0 Puts 0

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