Massachusetts Wealth Management Purchases and Sells in Q3 2025

Massachusetts Wealth Management

59 operations

Stock	Shares change	Price Range	Shares Held
KTB	23.5K + 592.17%	$54.83 - $84.09 $1.29M - $1.97M	27.4K $2.19B
XLK	2.56K + 6.31%	$250.97 - $282.66 $641K - $722K	43.1K $12.1B
AAPL	65 + 0.3%	$202.38 - $256.87 $13.2K - $16.7K	21.8K $5.54B
XLI	4.63K + 14.01%	$147.94 - $154.99 $685K - $718K	37.7K $5.81B
C	875 + 1.74%	$85.57 - $103.49 $74.9K - $90.6K	51.1K $5.18B
GLW	450 + 1.96%	$51.6 - $82.03 $23.2K - $36.9K	23.4K $1.92B

4 operations

Stock	Shares change	Price Range	Shares Held
JPST	70.3K New	$50.47 - $50.74 $3.55M - $3.57M	70.3K $3.57B
AZN	2.8K New	$68.72 - $82.11 $192K - $230K	2.8K $215M
VPU	1.1K New	$175.25 - $189.41 $193K - $208K	1.1K $208M
FIDELITY WISE ORIGIN BITCOIN	2.07K New	N/A	2.07K $206M

22 operations

Stock	Shares change	Price Range	Shares Held
COST	-5 - 0.19%	$915.95 - $994.57 $4.58K - $4.97K	2.62K $2.42B
CL	-50 - 0.39%	$79.36 - $93.33 $3.97K - $4.67K	12.8K $1.02B
TT	-35 - 0.57%	$398.96 - $472.54 $14K - $16.5K	6.1K $2.57B
PG	-135 - 1.25%	$150.47 - $161.22 $20.3K - $21.8K	10.6K $1.64B
AMGN	-269 - 4.13%	$271.18 - $309.22 $72.9K - $83.2K	6.25K $1.76B
FCX	-650 - 8.7%	$35.34 - $47.21 $23K - $30.7K	6.82K $267M

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