West Branch Capital LLC Purchases and Sells in Q3 2025

West Branch Capital LLC

$363 Million
Q3 2025

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	1.57K + 1.78%	$174.36 - $254.72 $274K - $400K	89.8K $21.8M
ORCL	342 + 0.85%	$218.96 - $328.33 $74.9K - $112K	40.8K $11.5M
SPY	1.1K + 3.78%	$617.65 - $666.84 $679K - $733K	30.2K $20.1M
AVGO	167 + 0.53%	$264.74 - $369.57 $44.2K - $61.7K	31.7K $10.5M
TSLA	868 + 8.63%	$293.94 - $444.72 $255K - $386K	10.9K $4.86M
ABBV	321 + 1.08%	$184.85 - $231.54 $59.3K - $74.3K	30K $6.94M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ASML	74 New	$689.63 - $968.09 $51K - $71.6K	74 $71K
FCX	1K New	$35.34 - $47.21 $35.3K - $47.2K	1K $39K
IXN	353 New	$91.28 - $103.32 $32.2K - $36.5K	353 $36K
NDAQ	323 New	$86.73 - $96.94 $28K - $31.3K	323 $28K
SCHW	287 New	$91.03 - $98.69 $26.1K - $28.3K	287 $27K
RJF	151 New	$154.64 - $176.43 $23.4K - $26.6K	151 $26K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACN	-998 - 23.94%	$232.56 - $304.78 $232K - $304K	3.17K $781K
PEP	-2.18K - 16.01%	$133.81 - $152.16 $292K - $332K	11.4K $1.61M
BKNG	-7 - 1.9%	$5364.25 - $5815.92 $37.5K - $40.7K	361 $1.95M
UNP	-703 - 40.87%	$214.91 - $237.16 $151K - $167K	1.02K $240K
MRK	-3.2K - 13.16%	$77.6 - $87.37 $248K - $279K	21.1K $1.77M
BSX	-755 - 99.21%	$97.03 - $108.14 $73.3K - $81.6K	6 $0

Activity Summary All Purchases 116 New Holdings 18 Increased Positions 98 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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