Roberts Glore & CO Inc Purchases and Sells in Q1 2025

Roberts Glore & CO Inc

$320 Million
Q1 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.38K + 39.64%	$507.05 - $563.67 $701K - $779K	4.87K $2.5M
NVO	7.95K + 252.82%	$69.3 - $90.95 $551K - $723K	11.1K $770K
ASML	742 + 72.75%	$662.63 - $776.99 $492K - $577K	1.76K $1.17M
VIGI	3.63K + 15.58%	$78.97 - $85.82 $287K - $312K	27K $2.24M
VTIP	1.12K + 0.53%	$48.43 - $49.9 $54K - $55.6K	212K $10.6M
XOM	368 + 1.55%	$105.44 - $118.93 $38.8K - $43.8K	24.1K $2.87M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	12K New	$74.85 - $84.89 $899K - $1.02M	12K $981K
AMAT	2.38K New	$145.06 - $195.51 $346K - $466K	2.38K $345K
ED	2K New	$88.0 - $110.59 $176K - $221K	2K $221K
PCH	4.84K New	$38.35 - $47.34 $186K - $229K	4.84K $218K
TPL	158 New	$1180.08 - $1431.01 $186K - $226K	158 $209K

Top Sells

Reduced Positions

109 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.1K - 5.71%	$209.68 - $247.1 $860K - $1.01M	67.8K $15.1M
GOOG	-1.97K - 3.44%	$156.06 - $207.71 $308K - $410K	55.4K $8.65M
MSFT	-193 - 0.46%	$375.39 - $447.2 $72.5K - $86.3K	41.5K $15.6M
SPY	-2.11K - 25.98%	$551.42 - $612.93 $1.16M - $1.29M	6.02K $3.37M
GOOGL	-666 - 1.79%	$154.33 - $206.19 $103K - $137K	36.5K $5.64M
VTI	-1.43K - 4.84%	$271.18 - $303.12 $389K - $435K	28.2K $7.75M

Activity Summary All Purchases 53 New Holdings 5 Increased Positions 48 All Sells 109 Reductions 109 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Glore & CO Inc , based on Form 13F filings with the SEC.

News

Stay updated on Roberts Glore & CO Inc with notifications on news.