Institutions / Boit C F David / Activity
Activity — Boit C F David
20 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-1.63M | -2K -12.23% | 16,500 5.19% of portfolio | low |
| Q1 2026 as of | Add | G5494J103 Common stock | $991.5K | +2K +250.00% | 2,800 0.62% of portfolio | low |
| Q1 2026 as of | New | Carlisle Companies Inc Common stock | $934.1K | +3K | 2,800 0.41% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $574.2K | +1K +192.86% | 2,050 0.39% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $518.9K | +1K +15.19% | 9,100 1.75% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-488.9K | -2K -5.33% | 35,500 3.85% of portfolio | low |
| Q1 2026 as of | Trim | Church & Dwight Co Inc /De Common stock | $-466.6K | -5K -21.61% | 18,140 0.75% of portfolio | low |
| Q1 2026 as of | Trim | GE Vernova Inc. Common stock | $-327.3K | -375 -47.11% | 421 0.16% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $296.1K | +800 +2.52% | 32,604 5.36% of portfolio | low |
| Q1 2026 as of | Exit | WEX Inc Common stock | $-161.9K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | Adobe Inc. Common stock | $145.8K | +600 +25.53% | 2,950 0.32% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-145.2K | -1K -73.53% | 360 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Lincoln National Corp Common stock | $-142.0K | -4K -16.67% | 19,990 0.31% of portfolio | low |
| Q1 2026 as of | Exit | Align Technology, Inc. Common stock | $-86.4K | -500 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-68.4K | -859 -8.17% | 9,660 0.34% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-58.8K | -200 -1.36% | 14,551 1.90% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $41.7K | +200 +4.50% | 4,640 0.43% of portfolio | low |
| Q1 2026 as of | Exit | N5505D105 Common stock | $-39.7K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Add | Philip Morris International Inc. Common stock | $33.1K | +200 +5.24% | 4,020 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Versant Media Group, Inc. Common stock | $-14.8K | -400 -59.70% | 270 <0.01% of portfolio | low |