Walter & Keenan Wealth Management LLC Purchases and Sells in Q1 2025

Walter & Keenan Wealth Management LLC

105 operations

Stock	Shares change	Price Range	Shares Held
VTI	16.8K + 316.15%	$271.18 - $303.12 $4.56M - $5.09M	22.1K $6.08M
BRK-B	186 + 0.8%	$442.66 - $534.52 $82.3K - $99.4K	23.3K $12.4M
LLY	15 + 0.06%	$725.72 - $929.72 $10.9K - $13.9K	24.6K $20.3M
JNJ	435 + 1.03%	$142.06 - $167.7 $61.8K - $72.9K	42.5K $7.05M
ABBV	241 + 0.9%	$169.2 - $216.66 $40.8K - $52.2K	27.1K $5.67M
V	249 + 1.34%	$306.92 - $362.71 $76.4K - $90.3K	18.8K $6.58M

3 operations

Stock	Shares change	Price Range	Shares Held
CVS	3.69K New	$44.22 - $68.64 $163K - $253K	3.69K $249K
CL	2.39K New	$85.68 - $97.5 $205K - $233K	2.39K $224K
WEC	1.92K New	$92.12 - $108.98 $177K - $210K	1.92K $209K

24 operations

Stock	Shares change	Price Range	Shares Held
GOOG	-26 - 0.04%	$156.06 - $207.71 $4.06K - $5.4K	70.6K $11M
VUG	-3.58K - 30.24%	$369.1 - $427.61 $1.32M - $1.53M	8.26K $3.06M
DLR	-3.96K - 45.07%	$142.1 - $183.56 $563K - $727K	4.83K $691K
VBK	-1.68K - 19.45%	$247.97 - $296.33 $417K - $498K	6.97K $1.75M
VBR	-2.72K - 50.54%	$183.02 - $207.75 $498K - $565K	2.66K $495K
CSWI	-1 - 0.01%	$283.77 - $396.86 $284 - $397	8K $2.33M

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