West Branch Capital LLC Purchases and Sells in Q4 2024

West Branch Capital LLC

$297 Million
Q4 2024

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	2.67K + 1.09%	$117.0 - $148.88 $312K - $398K	248K $33.2M
AMZN	2.32K + 2.8%	$180.88 - $232.93 $419K - $540K	85.1K $18.7M
AAPL	2K + 1.31%	$221.69 - $259.02 $442K - $517K	155K $38.7M
GOOGL	2.29K + 2.71%	$161.86 - $196.66 $371K - $451K	87K $16.5M
AVGO	2.5K + 9.82%	$159.67 - $250.0 $398K - $624K	27.9K $6.47M
TSLA	2.65K + 58.88%	$213.65 - $479.86 $566K - $1.27M	7.15K $2.89M

New Holdings

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLRG	2.76K New	$33.66 - $35.72 $92.9K - $98.6K	2.76K $93K
SPLG	597 New	$66.77 - $71.52 $39.9K - $42.7K	597 $41K
VST	200 New	$115.74 - $166.61 $23.1K - $33.3K	200 $27K
PSA	57 New	$289.33 - $360.21 $16.5K - $20.5K	57 $17K
XLF	167 New	$44.89 - $51.34 $7.5K - $8.57K	167 $8K
FTV	100 New	$71.16 - $79.68 $7.12K - $7.97K	100 $7K

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	-878 - 2.96%	$164.99 - $203.87 $145K - $179K	28.7K $5.11M
JNJ	-1.36K - 5.45%	$143.34 - $165.86 $194K - $225K	23.5K $3.4M
TMO	-40 - 1.45%	$501.29 - $612.85 $20.1K - $24.5K	2.71K $1.41M
DHR	-661 - 58.34%	$226.16 - $274.52 $149K - $181K	472 $108K
QCOM	-692 - 26.84%	$150.4 - $178.04 $104K - $123K	1.89K $289K
MCHP	-843 - 19.4%	$55.51 - $79.05 $46.8K - $66.6K	3.5K $200K

Activity Summary All Purchases 133 New Holdings 33 Increased Positions 100 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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