Boston Family Office LLC Purchases and Sells in Q2 2024

Boston Family Office LLC

$1.39 Billion
Q2 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	16.8K + 139.61%	$455.1 - $504.28 $7.64M - $8.47M	28.8K $14.4M
PANW	9.71K + 26.22%	$265.2 - $340.82 $2.58M - $3.31M	46.8K $15.9M
ADBE	4.81K + 13.37%	$439.02 - $555.54 $2.11M - $2.67M	40.8K $22.7M
MSFT	614 + 0.46%	$389.33 - $452.85 $239K - $278K	135K $60.5M
NEE	13.2K + 4.81%	$61.7 - $80.02 $817K - $1.06M	289K $20.5M
VTIP	43.3K + 27.99%	$47.74 - $48.54 $2.07M - $2.1M	198K $9.61M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ASML	3.16K New	$852.84 - $1068.86 $2.69M - $3.38M	3.16K $3.23M
IBTH	72.9K New	$21.83 - $22.09 $1.59M - $1.61M	72.9K $1.61M
IBTI	67.8K New	$21.51 - $21.88 $1.46M - $1.48M	67.8K $1.48M
IBTJ	63K New	$21.0 - $21.44 $1.32M - $1.35M	63K $1.35M
IBTL	64.9K New	$19.5 - $20.11 $1.27M - $1.3M	64.9K $1.3M
IBTK	67.2K New	$18.86 - $19.38 $1.27M - $1.3M	67.2K $1.3M

Top Sells

Reduced Positions

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-16.1K - 21.9%	$495.16 - $548.49 $7.99M - $8.85M	57.6K $31.3M
IQV	-1.06K - 0.77%	$211.18 - $248.87 $223K - $263K	136K $28.8M
CVS	-48.9K - 37.26%	$53.63 - $79.56 $2.62M - $3.89M	82.4K $4.87M
CRM	-361 - 0.4%	$218.01 - $304.74 $78.7K - $110K	91K $23.4M
NKE	-842 - 0.53%	$75.37 - $97.18 $63.5K - $81.8K	159K $12M
UNP	-682 - 0.51%	$221.38 - $247.4 $151K - $169K	132K $29.9M

Activity Summary All Purchases 68 New Holdings 15 Increased Positions 53 All Sells 117 Reductions 117 Sold out 0 Calls 0 Puts 0

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