Wambolt & Associates, LLC Purchases and Sells in Q2 2025

Wambolt & Associates, LLC

$293 Million
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	468 + 1.51%	$193.73 - $237.37 $90.7K - $111K	31.6K $7.48M
MDLZ	8.68K + 24.0%	$63.54 - $68.5 $551K - $594K	44.8K $3.02M
IVV	706 + 113.5%	$498.8 - $620.9 $352K - $438K	1.33K $824K
ORCL	299 + 8.63%	$122.82 - $218.63 $36.7K - $65.4K	3.77K $823K
BIL	3.02K + 60.9%	$91.43 - $91.74 $276K - $277K	7.97K $731K
RSP	1.34K + 35.21%	$152.93 - $181.74 $204K - $243K	5.13K $932K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	17.3K New	$72.96 - $90.39 $1.26M - $1.56M	17.3K $1.55M
MRK	3.15K New	$73.47 - $87.12 $231K - $274K	3.15K $249K
CGCP	10.6K New	$21.92 - $22.56 $233K - $240K	10.6K $239K
IDXX	425 New	$361.04 - $536.34 $153K - $228K	425 $227K
AMGN	811 New	$262.28 - $309.85 $213K - $251K	811 $226K
DAL	4.17K New	$35.88 - $52.99 $149K - $221K	4.17K $204K

Top Sells

Reduced Positions

130 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-6.09K - 84.84%	$274.35 - $599.47 $1.67M - $3.65M	1.09K $339K
AAPL	-4.39K - 8.35%	$172.42 - $223.89 $756K - $982K	48.1K $9.88M
BRK-B	-1.32K - 10.36%	$483.48 - $539.8 $640K - $715K	11.5K $5.56M
ABBV	-1.57K - 7.02%	$170.16 - $206.27 $267K - $324K	20.8K $3.86M
TMUS	-846 - 7.14%	$220.99 - $268.54 $187K - $227K	11K $2.62M
PGR	-885 - 5.3%	$255.27 - $288.74 $226K - $256K	15.8K $4.22M

Activity Summary All Purchases 32 New Holdings 6 Increased Positions 26 All Sells 130 Reductions 130 Sold out 0 Calls 0 Puts 0

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