Welch & Forbes LLC Sells in Q1 2025

Welch & Forbes LLC

  • $7.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.02K
- 3.0%
$57.21 - $65.8 $116K - $133K
65.3K $3.81M
GIS
General Mills Inc

Consumer Defensive
-296
- 0.36%
$57.56 - $65.3 $17K - $19.3K
81.6K $4.88M
FTV
Fortive Corp

Technology
-2.65K
- 3.38%
$71.82 - $82.98 $190K - $220K
75.7K $5.54M
COF
Capital One Financial Corp

Financial Services
-1.89K
- 26.91%
$163.87 - $209.82 $309K - $396K
5.12K $917K
ISRG
Intuitive Surgical Inc

Healthcare
-125
- 1.29%
$476.63 - $610.45 $59.6K - $76.3K
9.57K $4.74M
GM
General Motors CO

Consumer Cyclical
-3.57K
- 14.97%
$45.22 - $54.92 $162K - $196K
20.3K $954K
ADI
Analog Devices Inc

Technology
-23
- 0.08%
$201.56 - $243.82 $4.64K - $5.61K
27.2K $5.49M
LOW
Lowes Companies Inc

Consumer Cyclical
-286
- 1.95%
$222.66 - $268.42 $63.7K - $76.8K
14.4K $3.36M
KKR
Kkr & Co. Inc.

Financial Services
-447
- 7.11%
$108.17 - $167.07 $48.4K - $74.7K
5.84K $675K
HPE
Hewlett Packard Enterprise CO

Technology
-7.77K
- 38.91%
$14.77 - $24.42 $115K - $190K
12.2K $188K
NKE
Nike, Inc.

Consumer Cyclical
-293
- 1.78%
$63.29 - $81.72 $18.5K - $23.9K
16.2K $1.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.42K
- 15.6%
$92.45 - $106.69 $131K - $152K
7.69K $713K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-190
- 2.27%
$302.31 - $337.54 $57.4K - $64.1K
8.16K $2.5M
USB
Us Bancorp \De\

Financial Services
-521
- 1.89%
$40.92 - $50.9 $21.3K - $26.5K
27K $1.14M
HON
Honeywell International Inc

Industrials
-112
- 1.08%
$202.75 - $226.52 $22.7K - $25.4K
10.3K $2.18M
HPQ
Hp Inc

Technology
-3.4K
- 22.82%
$27.69 - $34.72 $94.1K - $118K
11.5K $318K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.21K
- 22.19%
$56.12 - $68.15 $293K - $355K
18.3K $1.24M
MAS
Masco Corp

Industrials
-1.15K
- 4.46%
$68.67 - $81.85 $78.9K - $94K
24.6K $1.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-858
- 17.09%
$65.15 - $91.81 $55.9K - $78.8K
4.16K $271K
TXN
Texas Instruments Inc

Technology
-786
- 2.77%
N/A
27.6K $5.37M
TD
Toronto Dominion Bank

Financial Services
-10K
- 15.0%
$53.12 - $61.15 $534K - $614K
56.9K $3.41M
TFC
Truist Financial Corp

Financial Services
-2.23K
- 8.32%
$39.48 - $48.15 $88.2K - $108K
24.6K $1.01M
AMAT
Applied Materials Inc

Technology
-156
- 2.15%
$145.06 - $195.51 $22.6K - $30.5K
7.1K $1.03M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-5K
- 4.64%
$20.7 - $21.15 $104K - $106K
103K $2.13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.23K
- 7.23%
$76.94 - $78.28 $171K - $174K
28.6K $2.24M
CPRT
Copart Inc

Consumer Cyclical
-2K
- 5.41%
$52.3 - $59.83 $105K - $120K
34.9K $1.98M
ITW
Illinois Tool Works Inc

Industrials
-51
- 0.23%
$244.9 - $274.48 $12.5K - $14K
22.6K $5.61M
VEEV
Veeva Systems Inc

Healthcare
-1.26K
- 16.86%
$210.58 - $246.8 $265K - $310K
6.2K $1.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.14K
- 7.1%
$42.5 - $46.71 $176K - $193K
54.2K $2.45M
GPC
Genuine Parts CO

Consumer Cyclical
-986
- 21.44%
$115.91 - $129.02 $114K - $127K
3.61K $430K
VEU
Vanguard Ftse All World Ex Us

ETFs
-7K
- 6.98%
$56.51 - $62.98 $395K - $441K
93.2K $5.66M
HSY
Hershey CO

Consumer Defensive
-600
- 12.77%
$144.74 - $186.36 $86.8K - $112K
4.1K $700K
DEO
Diageo PLC

Consumer Defensive
-200
- 6.34%
$104.79 - $126.12 $21K - $25.2K
2.96K $309K
MORN
Morningstar, Inc.

Financial Services
-100
- 6.22%
$282.49 - $334.73 $28.2K - $33.5K
1.51K $452K
VUG
Vanguard Growth ETF

ETFs
-97
- 7.58%
$369.1 - $427.61 $35.8K - $41.5K
1.18K $438K
MET
Metlife Inc

Financial Services
-965
- 17.99%
$77.7 - $87.0 $75K - $84K
4.4K $353K
GWW
W.W. Grainger, Inc.

Industrials
-55
- 11.43%
$953.54 - $1132.42 $52.4K - $62.3K
426 $420K
AMG
Affiliated Managers Group, Inc.

Financial Services
-150
- 4.11%
$154.65 - $189.71 $23.2K - $28.5K
3.5K $588K
PPG
Ppg Industries Inc

Basic Materials
-381
- 9.1%
$107.44 - $124.29 $40.9K - $47.4K
3.81K $416K
PH
Parker Hannifin Corp

Industrials
-15
- 0.58%
$591.65 - $707.05 $8.87K - $10.6K
2.58K $1.57M
UNP
Union Pacific Corp

Industrials
-989
- 5.27%
$225.21 - $254.42 $223K - $252K
17.8K $4.2M
HUBS
Hubspot Inc

Technology
-25
- 5.2%
$571.29 - $819.71 $14.3K - $20.5K
456 $260K
IWR
Ishares Russell Mid Cap ETF

ETFs
-5
- 0.02%
$82.81 - $92.93 $414 - $465
22.6K $1.92M
DOW
Dow Inc.

Basic Materials
-1
- 0.01%
$34.36 - $41.92 $34.4 - $41.9
14.3K $500K
WDAY
Workday, Inc.

Technology
-36
- 1.44%
$233.53 - $277.82 $8.41K - $10K
2.47K $576K
VO
Vanguard Mid Cap ETF

ETFs
-61
- 0.64%
$251.87 - $277.95 $15.4K - $17K
9.54K $2.47M
BA
Boeing CO

Industrials
-327
- 17.52%
$148.15 - $186.25 $48.4K - $60.9K
1.54K $262K
IVE
Ishares S&P 500 Value ETF

ETFs
-337
- 11.47%
$185.78 - $198.58 $62.6K - $66.9K
2.6K $495K
DD
Du Pont De Nemours, Inc.

Basic Materials
-600
- 5.08%
$72.7 - $84.32 $43.6K - $50.6K
11.2K $837K
Activity Summary
Buys All Purchases 100 New Holdings 10 Increased Positions 90 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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