West Branch Capital LLC Purchases and Sells in Q2 2025

West Branch Capital LLC

$322 Million
Q2 2025

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	853 + 2.78%	$146.29 - $275.65 $125K - $235K	31.5K $8.7M
ORCL	843 + 2.13%	$122.82 - $218.63 $104K - $184K	40.4K $8.84M
AMZN	2.71K + 3.11%	$167.32 - $223.3 $454K - $606K	89.9K $19.7M
SPY	981 + 3.49%	$496.48 - $617.85 $487K - $606K	29.1K $18M
META	719 + 7.12%	$484.66 - $738.09 $348K - $531K	10.8K $7.98M
BRK-B	4.86K + 71.0%	$483.48 - $539.8 $2.35M - $2.62M	11.7K $5.68M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLDR	2.31K New	$49.82 - $50.25 $115K - $116K	2.31K $115K
HOOD	1K New	$34.17 - $93.63 $34.2K - $93.6K	1K $93K
PINS	1K New	$24.21 - $35.95 $24.2K - $36K	1K $35K
INTC	1.25K New	$18.13 - $22.69 $22.6K - $28.2K	1.25K $27K
FFIV	32 New	$239.25 - $295.9 $7.66K - $9.47K	32 $9K
EOG	66 New	$104.61 - $129.97 $6.9K - $8.58K	66 $7K

Top Sells

Reduced Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.27K - 1.46%	$172.42 - $223.89 $391K - $508K	153K $31.3M
PEP	-1.94K - 12.48%	$128.02 - $151.37 $249K - $294K	13.6K $1.8M
UNP	-1.9K - 52.47%	$208.27 - $238.46 $396K - $453K	1.72K $395K
TMO	-309 - 10.27%	$390.26 - $489.06 $121K - $151K	2.7K $1.09M
VBR	-2.22K - 27.64%	$162.76 - $195.77 $362K - $435K	5.82K $1.14M
MRK	-720 - 2.88%	$73.47 - $87.12 $52.9K - $62.7K	24.3K $1.92M

Activity Summary All Purchases 91 New Holdings 12 Increased Positions 79 All Sells 110 Reductions 110 Sold out 0 Calls 0 Puts 0

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