Stephenson & Company, Inc. Purchases and Sells in Q1 2025

Stephenson & Company, Inc.

$154 Billion
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	87 + 0.17%	$442.66 - $534.52 $38.5K - $46.5K	50.6K $26.9B
VEA	9.04K + 2.45%	$47.4 - $52.99 $429K - $479K	378K $19.2B
BSV	2.38K + 1.2%	$76.94 - $78.28 $183K - $186K	200K $15.6B
BIV	99 + 0.07%	$73.78 - $76.59 $7.3K - $7.58K	135K $10.3B
VWO	1.9K + 1.77%	$42.5 - $46.71 $80.8K - $88.8K	109K $4.94B
TIP	77 + 0.25%	$106.22 - $111.09 $8.18K - $8.55K	30.4K $3.37B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	857 New	$217.4 - $264.74 $186K - $227K	857 $213M
IBMN	7.5K New	$26.63 - $26.75 $200K - $201K	7.5K $201M
FAF	3.06K New	$57.7 - $66.47 $176K - $203K	3.06K $201M
CVX	1.2K New	$146.71 - $167.97 $176K - $201K	1.2K $200M

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	-4.32K - 27.13%	$18.36 - $20.51 $79.3K - $88.6K	11.6K $230M
MUB	-80 - 0.32%	$104.71 - $107.69 $8.38K - $8.62K	24.7K $2.61B
IWD	-135 - 7.26%	$182.82 - $196.21 $24.7K - $26.5K	1.73K $325M
JNK	-60 - 0.31%	$94.86 - $97.12 $5.69K - $5.83K	19.2K $1.83B

Activity Summary All Purchases 21 New Holdings 4 Increased Positions 17 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Stephenson & Company, Inc. with notifications on news.