Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Jan 17, 2020

SELL
N/A
-14,029 Closed
0 $0
Q3 2019

Oct 11, 2019

BUY
N/A
2,534 Added 22.04%
14,029 $749,000
Q2 2019

Jul 12, 2019

SELL
N/A
-4,644 Reduced 28.78%
11,495 $565,000
Q1 2019

Apr 29, 2019

BUY
N/A
549 Added 3.52%
16,139 $751,000
Q4 2018

Feb 05, 2019

BUY
N/A
5,298 Added 51.48%
15,590 $675,000
Q3 2018

Oct 17, 2018

BUY
N/A
4,449 Added 76.14%
10,292 $500,000
Q2 2018

Jul 16, 2018

SELL
N/A
-198 Reduced 3.28%
5,843 $295,000
Q1 2018

Apr 12, 2018

BUY
N/A
121 Added 2.04%
6,041 $315,000
Q3 2017

Nov 13, 2017

BUY
N/A
5,920
5,920 $277,000
Track This Portfolio

Track Welch & Forbes LLC Portfolio

Follow Welch & Forbes LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.