West Branch Capital LLC Purchases and Sells in Q1 2025

West Branch Capital LLC

$285 Million
Q1 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	1.64K + 31.43%	$442.66 - $534.52 $724K - $874K	6.84K $3.64M
ABBV	625 + 2.17%	$169.2 - $216.66 $106K - $135K	29.4K $6.15M
META	1.82K + 21.99%	$576.36 - $736.67 $1.05M - $1.34M	10.1K $5.82M
V	679 + 3.35%	$306.92 - $362.71 $208K - $246K	21K $7.35M
XOM	4K + 13.02%	$105.44 - $118.93 $422K - $476K	34.7K $4.13M
JNJ	1.87K + 7.93%	$142.06 - $167.7 $265K - $313K	25.4K $4.21M

New Holdings

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BA	1K New	$148.15 - $186.25 $148K - $186K	1K $170K
BUG	5K New	$31.56 - $36.78 $158K - $184K	5K $164K
KNSL	250 New	$416.48 - $494.72 $104K - $124K	250 $121K
APH	870 New	$61.62 - $78.55 $53.6K - $68.3K	870 $57K
OKE	533 New	$89.57 - $109.85 $47.7K - $58.6K	533 $52K
ORLY	16 New	$1187.71 - $1432.58 $19K - $22.9K	16 $22K

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-25.9K - 10.47%	$106.98 - $149.43 $2.77M - $3.87M	222K $24M
ADBE	-4.22K - 91.99%	$377.84 - $464.11 $1.59M - $1.96M	367 $140K
AMD	-3.86K - 99.82%	$96.63 - $129.55 $373K - $500K	7 $0
LMT	-752 - 37.25%	$423.19 - $506.29 $318K - $381K	1.27K $565K
NOW	-308 - 73.86%	$783.83 - $1170.39 $241K - $360K	109 $86K
CRWD	-1K - 98.52%	$308.86 - $455.36 $309K - $455K	15 $5K

Activity Summary All Purchases 144 New Holdings 44 Increased Positions 100 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.