Welch & Forbes LLC Purchases and Sells in Q2 2025

Welch & Forbes LLC

$7.89 Billion
Q2 2025

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	30.7K + 17.65%	$146.29 - $275.65 $4.5M - $8.47M	205K $56.5M
META	4.7K + 3.94%	$484.66 - $738.09 $2.28M - $3.47M	124K $91.5M
NOW	9.54K + 22.26%	$721.65 - $1040.18 $6.89M - $9.93M	52.4K $53.9M
AMZN	15.2K + 2.84%	$167.32 - $223.3 $2.53M - $3.38M	548K $120M
RMD	1.69K + 0.51%	$204.54 - $258.0 $345K - $435K	332K $85.5M
CSL	18.5K + 15.65%	$317.1 - $408.5 $5.86M - $7.55M	137K $51M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	5.87K New	$78.21 - $143.81 $459K - $844K	5.87K $832K
ASML	750 New	$595.37 - $815.24 $447K - $611K	750 $601K
ZTS	2.2K New	$144.41 - $170.3 $317K - $374K	2.2K $342K
VGK	3.8K New	$62.73 - $78.42 $238K - $298K	3.8K $294K
ADSK	1.13K New	N/A	1.13K $276K
APH	2.75K New	$59.09 - $98.75 $162K - $271K	2.75K $271K

Top Sells

Reduced Positions

182 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-7.1K - 0.41%	$172.42 - $223.89 $1.22M - $1.59M	1.74M $356M
WSO	-67 - 0.03%	$421.84 - $520.66 $28.3K - $34.9K	212K $93.7M
PEP	-23.5K - 4.22%	$128.02 - $151.37 $3M - $3.55M	533K $70.3M
CMCSA	-314K - 39.78%	$32.84 - $36.72 $10.3M - $11.5M	475K $16.9M
KMX	-15.3K - 1.75%	$62.27 - $82.77 $952K - $1.27M	858K $57.7M
PG	-5.38K - 0.68%	$157.66 - $172.39 $848K - $927K	790K $126M

Activity Summary All Purchases 108 New Holdings 14 Increased Positions 94 All Sells 182 Reductions 182 Sold out 0 Calls 0 Puts 0

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