Welch Group, LLC Purchases and Sells in Q4 2024

Welch Group, LLC

$2.22 Billion
Q4 2024

Top Buys

Incresed Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	89.7K + 1163.2%	$136.28 - $154.74 $12.2M - $13.9M	97.4K $13.4M
IVV	7.07K + 40.1%	$570.51 - $610.59 $4.03M - $4.32M	24.7K $14.5M
AVGO	15K + 813.98%	$159.67 - $250.0 $2.4M - $3.75M	16.9K $3.91M
SPY	6.06K + 253.18%	$567.81 - $607.81 $3.44M - $3.68M	8.45K $4.95M
AMZN	1.56K + 2.8%	$180.88 - $232.93 $283K - $364K	57.4K $12.6M
GOOGL	2.14K + 3.74%	$161.86 - $196.66 $347K - $421K	59.4K $11.3M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	35.2K New	$58.02 - $58.88 $2.04M - $2.07M	35.2K $2.05M
XLU	11.3K New	$74.89 - $82.93 $843K - $933K	11.3K $851K
XLP	11.2K New	N/A	11.2K $849K
XLC	6.98K New	$89.66 - $102.16 $626K - $713K	6.98K $675K
JEPI	7.5K New	$57.53 - $60.83 $431K - $456K	7.5K $431K
PLTR	4.42K New	$36.46 - $82.38 $161K - $364K	4.42K $334K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFE	-559K - 35.13%	$24.8 - $30.19 $13.9M - $16.9M	1.03M $27.4M
NEE	-5.5K - 0.68%	$69.77 - $85.43 $384K - $470K	802K $57.5M
GIS	-5.73K - 0.83%	$62.78 - $74.62 $360K - $428K	685K $43.7M
JNJ	-6.27K - 1.81%	$143.34 - $165.86 $899K - $1.04M	340K $49.1M
SO	-5.38K - 0.68%	$81.5 - $94.15 $438K - $506K	780K $64.2M
VZ	-11.8K - 1.08%	$39.6 - $45.21 $465K - $531K	1.07M $43M

Activity Summary All Purchases 114 New Holdings 13 Increased Positions 101 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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