Welch & Forbes LLC Purchases and Sells in Q1 2025

Welch & Forbes LLC

$7.48 Billion
Q1 2025

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRTX	9.86K + 4.98%	$402.49 - $513.76 $3.97M - $5.06M	208K $101M
NOW	20.6K + 92.64%	$783.83 - $1170.39 $16.2M - $24.1M	42.9K $34.1M
ECL	3.03K + 0.65%	$229.72 - $269.82 $697K - $819K	472K $120M
CVX	1.8K + 0.44%	$146.71 - $167.97 $264K - $303K	415K $69.4M
LLY	1.56K + 1.06%	$725.72 - $929.72 $1.13M - $1.45M	149K $123M
MCD	29 + 0.01%	$279.74 - $321.29 $8.11K - $9.32K	313K $97.6M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMB	7.21K New	$54.02 - $61.09 $389K - $440K	7.21K $430K
KMI	12.2K New	$26.1 - $31.22 $318K - $381K	12.2K $348K
VGSH	5.61K New	$58.07 - $58.69 $326K - $329K	5.61K $329K
ATR	1.51K New	$141.7 - $159.83 $214K - $241K	1.51K $224K
LNC	6K New	$30.06 - $39.23 $180K - $235K	6K $215K
MPLX	4.03K New	$47.88 - $54.65 $193K - $220K	4.03K $215K

Top Sells

Reduced Positions

193 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-389K - 9.75%	$106.98 - $149.43 $41.6M - $58.1M	3.6M $390M
AAPL	-15.5K - 0.88%	$209.68 - $247.1 $3.25M - $3.83M	1.74M $387M
MSFT	-1.26K - 0.14%	$375.39 - $447.2 $471K - $562K	904K $339M
GOOGL	-4.61K - 1.05%	$154.33 - $206.19 $711K - $951K	435K $67.3M
CMCSA	-361K - 31.41%	$33.19 - $38.23 $12M - $13.8M	788K $29.1M
IRM	-5.72K - 0.84%	$82.79 - $111.31 $474K - $637K	674K $58M

Activity Summary All Purchases 100 New Holdings 10 Increased Positions 90 All Sells 193 Reductions 193 Sold out 0 Calls 0 Puts 0

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