Roman Butler Fullerton & CO Ishare Morningstar Mid Cap Gro Transaction History

Roman Butler Fullerton & CO

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$63.36 - $80.23 $49,927 - $63,221	-788 Reduced 21.06%	2,954 $236,000
Q1 2025 Apr 18, 2025	BUY	$69.69 - $79.99 $49,131 - $56,392	705 Added 23.21%	3,742 $267,000
Q4 2024 Jan 30, 2025	SELL	$72.18 - $81.41 $16,529 - $18,642	-229 Reduced 7.01%	3,037 $229,000
Q3 2024 Oct 29, 2024	SELL	$65.15 - $72.97 $22,476 - $25,174	-345 Reduced 9.55%	3,266 $238,000
Q2 2024 Jul 15, 2024	BUY	$65.46 - $70.15 $9,753 - $10,452	149 Added 4.3%	3,611 $244,000

Q1 2024 Apr 29, 2024	BUY	$62.4 - $70.68 $194,313 - $220,097	3,114 Added 894.83%	3,462 $244,000
Q4 2023 Jan 31, 2024	BUY	$53.24 - $64.9 $18,527 - $22,585	348 New	348 $22,000

402

27.2M

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