Roundview Capital LLC Purchases and Sells in Q1 2025

Roundview Capital LLC

$1.36 Billion
Q1 2025

Top Buys

Incresed Positions

136 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	62.8K + 214.38%	$58.01 - $64.46 $3.64M - $4.05M	92.1K $5.72M
PGR	579 + 0.95%	$235.61 - $291.22 $136K - $169K	61.4K $17.4M
V	2.99K + 6.63%	$306.92 - $362.71 $918K - $1.08M	48.1K $16.9M
VGIT	32.1K + 7.11%	$57.44 - $59.4 $1.84M - $1.91M	484K $28.7M
VEA	26.3K + 21.94%	$47.4 - $52.99 $1.24M - $1.39M	146K $7.42M
MA	1.44K + 3.76%	$504.67 - $576.31 $727K - $830K	39.7K $21.8M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DPZ	4.43K New	$402.33 - $489.71 $1.78M - $2.17M	4.43K $2.04M
CNQ	53.8K New	$26.72 - $32.74 $1.44M - $1.76M	53.8K $1.66M
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6M
DFAC	42K New	$32.42 - $36.13 $1.36M - $1.52M	42K $1.38M
IT	1.55K New	$418.25 - $548.38 $648K - $849K	1.55K $650K
POOL	1.49K New	$314.92 - $364.31 $470K - $544K	1.49K $475K

Top Sells

Reduced Positions

124 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-13.2K - 4.28%	$209.68 - $247.1 $2.77M - $3.27M	296K $65.7M
GOOG	-10.9K - 4.14%	$156.06 - $207.71 $1.7M - $2.26M	251K $39.3M
MSFT	-5.37K - 3.75%	$375.39 - $447.2 $2.02M - $2.4M	138K $51.8M
NVDA	-1.26K - 0.77%	$106.98 - $149.43 $134K - $188K	162K $17.5M
UNH	-4.11K - 17.51%	$461.52 - $548.18 $1.89M - $2.25M	19.3K $10.1M
TXN	-8.11K - 27.61%	N/A	21.3K $4.14M

Activity Summary All Purchases 150 New Holdings 14 Increased Positions 136 All Sells 124 Reductions 124 Sold out 0 Calls 0 Puts 0

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