West Coast Financial LLC Purchases and Sells in Q1 2025

West Coast Financial LLC

$874 Million
Q1 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	576K + 23.45%	$24.1 - $24.34 $13.9M - $14M	3.03M $73.8M
IEFA	83.9K + 2772.36%	$69.57 - $78.65 $5.84M - $6.6M	87K $6.64M
IJR	180K + 14.59%	$102.49 - $119.96 $18.4M - $21.6M	1.41M $147M
MRK	33.5K + 469.95%	$83.01 - $101.02 $2.78M - $3.38M	40.6K $3.64M
MBB	20.5K + 6.62%	$90.37 - $94.08 $1.85M - $1.93M	330K $31M
IVV	9.8K + 8.65%	$554.06 - $615.85 $5.43M - $6.03M	123K $68.7M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRM	11.7K New	$268.36 - $359.95 $3.14M - $4.22M	11.7K $3.14M
ECL	12.2K New	$229.72 - $269.82 $2.81M - $3.3M	12.2K $3.1M
VZ	4.6K New	$37.81 - $46.49 $174K - $214K	4.6K $208K
CVX	1.23K New	$146.71 - $167.97 $180K - $206K	1.23K $205K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APH	-98.9K - 40.18%	$61.62 - $78.55 $6.09M - $7.76M	147K $9.65M
WSM	-30.1K - 49.09%	$158.1 - $217.71 $4.76M - $6.56M	31.2K $4.94M
AAON	-29.6K - 36.72%	$73.52 - $136.95 $2.18M - $4.06M	51.1K $3.99M
AAPL	-3.2K - 1.98%	$209.68 - $247.1 $670K - $789K	158K $35.1M
GOOGL	-2.89K - 2.11%	$154.33 - $206.19 $446K - $597K	134K $20.7M
CRVL	-46K - 50.83%	$103.48 - $128.46 $4.76M - $5.91M	44.5K $4.96M

Activity Summary All Purchases 31 New Holdings 4 Increased Positions 27 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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