West Family Investments, Inc. Purchases in Q1 2025

West Family Investments, Inc.

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
16.3K
+ 3.82%
$25.69 - $26.89 $419K - $438K
443K $11.9M
CVS
Cvs Health Corp

Healthcare
1.21K
+ 5.34%
$44.22 - $68.64 $53.6K - $83.2K
23.9K $1.62M
JNJ
Johnson & Johnson

Healthcare
1.01K
+ 9.34%
$142.06 - $167.7 $143K - $169K
11.8K $1.96M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
806
+ 13.77%
$80.53 - $147.57 $64.9K - $119K
6.66K $880K
PFE
Pfizer Inc

Healthcare
14.2K
New
$25.01 - $27.13 $354K - $384K
14.2K $358K
KO
Coca Cola CO

Consumer Defensive
2.74K
+ 17.4%
$60.81 - $72.32 $167K - $198K
18.5K $1.32M
KMB
Kimberly Clark Corp

Consumer Defensive
2.35K
New
$124.46 - $147.4 $292K - $346K
2.35K $334K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
9.13K
New
$30.38 - $34.94 $277K - $319K
9.13K $312K
RELX
Relx PLC

Communication Services
5.97K
New
$45.34 - $51.91 $270K - $310K
5.97K $300K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.73K
New
$142.8 - $176.36 $247K - $305K
1.73K $298K
VZ
Verizon Communications Inc

Communication Services
2.4K
+ 9.19%
$37.81 - $46.49 $90.9K - $112K
28.6K $1.3M
V
Visa Inc.

Financial Services
159
+ 2.84%
$306.92 - $362.71 $48.8K - $57.7K
5.76K $2.02M
PKX
Posco Holdings Inc.

Basic Materials
5.2K
New
$39.82 - $55.32 $207K - $288K
5.2K $247K
SE
Sea LTD

Consumer Cyclical
1.85K
New
$104.87 - $146.31 $194K - $271K
1.85K $241K
KLAC
Kla Corp

Technology
352
New
$636.62 - $777.63 $224K - $274K
352 $239K
ROP
Roper Technologies Inc

Industrials
266
+ 22.81%
$502.71 - $593.81 $134K - $158K
1.43K $844K
ACGL
Arch Capital Group Ltd.

Financial Services
2.39K
New
$88.13 - $96.94 $211K - $232K
2.39K $230K
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.04%
$169.2 - $216.66 $508 - $650
7.1K $1.49M
SPOT
Spotify Technology S.A.

Communication Services
406
New
$457.79 - $648.32 $186K - $263K
406 $223K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.43K
New
$74.5 - $92.3 $181K - $225K
2.43K $222K
TD
Toronto Dominion Bank

Financial Services
3.62K
New
$53.12 - $61.15 $192K - $221K
3.62K $216K
GD
General Dynamics Corp

Industrials
775
New
$241.94 - $272.58 $188K - $211K
775 $211K
CMS
Cms Energy Corp

Utilities
2.8K
New
$64.99 - $75.11 $182K - $210K
2.8K $210K
VICI
Vici Properties Inc.

Real Estate
6.42K
New
$28.21 - $32.68 $181K - $210K
6.42K $209K
MKL
Markel Corp

Financial Services
111
New
$1660.14 - $2059.83 $184K - $229K
111 $207K
ALC
Alcon Inc

Healthcare
2.16K
New
$82.73 - $96.8 $179K - $209K
2.16K $205K
MELI
Mercadolibre Inc

Consumer Cyclical
105
New
$1739.0 - $2260.0 $183K - $237K
105 $204K
NKE
Nike, Inc.

Consumer Cyclical
3.2K
New
$63.29 - $81.72 $202K - $261K
3.2K $203K
SJM
J M Smucker CO

Consumer Defensive
1.71K
New
$100.41 - $118.41 $172K - $203K
1.71K $202K
PSX
Phillips 66

Energy
1.63K
New
$113.93 - $131.55 $186K - $215K
1.63K $201K
ED
Consolidated Edison Inc

Utilities
32
+ 0.35%
$88.0 - $110.59 $2.82K - $3.54K
9.25K $1.02M
MNST
Monster Beverage Corp

Consumer Defensive
3.43K
New
$46.16 - $58.58 $158K - $201K
3.43K $200K
TMO
Thermo Fisher Scientific Inc.

Healthcare
409
+ 83.3%
$497.6 - $606.74 $204K - $248K
900 $447K
ABT
Abbott Laboratories

Healthcare
680
+ 13.3%
$111.1 - $140.22 $75.5K - $95.3K
5.79K $768K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
11.9K
New
$14.03 - $17.33 $167K - $206K
11.9K $175K
UNH
Unitedhealth Group Inc

Healthcare
211
+ 5.84%
$461.52 - $548.18 $97.4K - $116K
3.82K $2M
SO
Southern CO

Utilities
822
+ 8.72%
$80.96 - $92.96 $66.5K - $76.4K
10.3K $942K
CB
Chubb LTD

Financial Services
265
+ 9.57%
$257.71 - $301.99 $68.3K - $80K
3.03K $916K
CHT
Chunghwa Telecom CO LTD

Communication Services
1.78K
+ 3.85%
$36.78 - $39.46 $65.4K - $70.2K
48K $1.88M
VRSN
Verisign Inc

Technology
174
+ 9.22%
$205.1 - $254.74 $35.7K - $44.3K
2.06K $523K
PLTR
Palantir Technologies Inc.

Technology
876
+ 17.63%
$64.98 - $124.62 $56.9K - $109K
5.85K $493K
CSAN
Cosan S.A.

Energy
22.8K
New
$4.71 - $5.84 $107K - $133K
22.8K $118K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.21%
$279.74 - $321.29 $2.8K - $3.21K
4.89K $1.53M
LYG
Lloyds Banking Group PLC

Financial Services
22.1K
+ 94.67%
$2.58 - $3.9 $57K - $86.1K
45.4K $173K
IBM
International Business Machines Corp

Technology
9
+ 0.24%
$217.4 - $264.74 $1.96K - $2.38K
3.73K $927K
VALE
Vale S.A.

Basic Materials
10.8K
New
$8.5 - $10.19 $91.5K - $110K
10.8K $107K
UGP
Ultrapar Holdings Inc

Energy
31.5K
New
$2.56 - $3.2 $80.5K - $101K
31.5K $96K
ELP
Energy CO Of Parana

Utilities
13.1K
New
$5.78 - $7.54 $75.7K - $98.8K
13.1K $95K
TSN
Tyson Foods, Inc.

Consumer Defensive
783
+ 13.36%
$54.27 - $63.81 $42.5K - $50K
6.65K $424K
Activity Summary
Buys All Purchases 83 New Holdings 29 Increased Positions 54 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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