Welch & Forbes LLC Reduced Holdings in Q4 2024

Welch & Forbes LLC

  • $7.64 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
-11.4K
- 4.65%
$64.54 - $75.92 $735K - $865K
234K $17.3M
EMLP
First Tr Exchange Traded Iv

ETFs
-20.2K
- 1.84%
$33.69 - $38.24 $680K - $772K
1.08M $38.4M
EMR
Emerson Electric CO

Industrials
-1.46K
- 1.16%
$108.13 - $134.33 $158K - $196K
124K $15.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-5.5K
- 0.69%
$112.15 - $127.2 $616K - $699K
787K $95.1M
PAYX
Paychex Inc

Industrials
-2.52K
- 0.65%
$135.86 - $148.73 $343K - $375K
385K $53.9M
KMX
Carmax Inc

Consumer Cyclical
-19.7K
- 2.22%
$71.11 - $87.2 $1.4M - $1.72M
870K $71.2M
BAC
Bank Of America Corp

Financial Services
-26.9K
- 2.57%
$39.22 - $47.77 $1.05M - $1.28M
1.02M $44.9M
ADP
Automatic Data Processing Inc

Industrials
-173
- 0.07%
$280.08 - $307.97 $48.5K - $53.3K
243K $71M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2.25K
- 1.11%
$1146.59 - $1270.6 $2.58M - $2.86M
200K $238M
COST
Costco Wholesale Corp

Consumer Defensive
-778
- 0.46%
$873.59 - $994.69 $680K - $774K
168K $154M
ANSS
Ansys Inc

Technology
-2.05K
- 0.52%
$313.05 - $361.45 $641K - $741K
396K $134M
GOOGL
Alphabet Inc.

Communication Services
-9.14K
- 2.03%
$161.86 - $196.66 $1.48M - $1.8M
440K $83.3M
AMP
Ameriprise Financial Inc

Financial Services
-2.94K
- 1.6%
$473.15 - $574.01 $1.39M - $1.68M
180K $95.8M
JPM
Jpmorgan Chase & CO

Financial Services
-4.03K
- 0.57%
$205.18 - $250.29 $826K - $1.01M
698K $167M
AAPL
Apple Inc.

Technology
-14.4K
- 0.81%
$221.69 - $259.02 $3.19M - $3.72M
1.76M $440M
V
Visa Inc.

Financial Services
-4.56K
- 0.61%
$273.87 - $320.91 $1.25M - $1.46M
745K $235M
NVDA
Nvidia Corp

Technology
-157K
- 3.78%
$117.0 - $148.88 $18.3M - $23.3M
3.99M $536M
Activity Summary
Buys All Purchases 133 New Holdings 16 Increased Positions 117 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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