Institutions / Idaho Trust Co / Activity
Activity — Idaho Trust Co
110 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 92204A108 Common stock | $-397 | -1 -0.03% | 3,393 0.39% of portfolio | low |
| Q2 2026 as of | Add | 92204A306 Common stock | $3.6K | +24 +0.87% | 2,778 0.12% of portfolio | low |
| Q2 2026 as of | Add | 464286707 Common stock | $4.2K | +92 +0.19% | 49,001 0.65% of portfolio | low |
| Q2 2026 as of | Add | 464286871 Common stock | $6.7K | +321 +1.21% | 26,789 0.16% of portfolio | low |
| Q2 2026 as of | Trim | 92204A876 Common stock | $-7.0K | -36 -2.16% | 1,632 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 921943858 Common stock | $-8.1K | -113 -0.57% | 19,545 0.41% of portfolio | low |
| Q2 2026 as of | Trim | 464287309 Common stock | $-8.4K | -61 -0.57% | 10,699 0.43% of portfolio | low |
| Q2 2026 as of | Trim | 921937819 Common stock | $-9.9K | -129 -2.23% | 5,651 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 92204A603 Common stock | $-11.2K | -31 -0.93% | 3,296 0.35% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-12.8K | -64 -2.06% | 3,036 0.18% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $13.4K | +251 +3.85% | 6,769 0.11% of portfolio | low |
| Q2 2026 as of | Trim | 464286103 Common stock | $-13.5K | -478 -1.09% | 43,208 0.36% of portfolio | low |
| Q2 2026 as of | Add | 464286301 Common stock | $21.3K | +789 +5.82% | 14,349 0.11% of portfolio | low |
| Q2 2026 as of | Add | 92204A207 Common stock | $24.8K | +110 +3.96% | 2,890 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-26.4K | -74 -4.91% | 1,433 0.15% of portfolio | low |
| Q2 2026 as of | Add | 46434G780 Common stock | $28.4K | +958 +7.43% | 13,848 0.12% of portfolio | low |
| Q2 2026 as of | Add | 46429B523 Common stock | $31.6K | +286 +4.13% | 7,209 0.23% of portfolio | low |
| Q2 2026 as of | Trim | Mcdonald'S Corp Common stock | $-31.9K | -118 -11.52% | 906 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-32.9K | -87 -4.12% | 2,023 0.22% of portfolio | low |
| Q2 2026 as of | Add | 46429B507 Common stock | $33.4K | +426 +11.79% | 4,040 0.09% of portfolio | low |
| Q2 2026 as of | Trim | RTX Corp Common stock | $-36.4K | -192 -15.00% | 1,088 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-36.6K | -65 -5.93% | 1,031 0.17% of portfolio | low |
| Q2 2026 as of | Add | 464288661 Common stock | $37.2K | +317 +13.06% | 2,745 0.09% of portfolio | low |
| Q2 2026 as of | Trim | Chevron Corp Common stock | $-42.3K | -255 -10.83% | 2,100 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-42.6K | -40 -7.89% | 467 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 46434G830 Common stock | $-43.4K | -733 -3.26% | 21,770 0.38% of portfolio | low |
| Q2 2026 as of | Add | 464286749 Common stock | $45.4K | +723 +2.38% | 31,040 0.57% of portfolio | low |
| Q2 2026 as of | Add | 464287234 Common stock | $51.4K | +751 +6.15% | 12,959 0.26% of portfolio | low |
| Q2 2026 as of | Trim | US Bancorp \De Common stock | $-52.2K | -864 -9.86% | 7,900 0.14% of portfolio | low |
| Q2 2026 as of | Add | 464286822 Common stock | $53.2K | +707 +14.59% | 5,552 0.12% of portfolio | low |
| Q2 2026 as of | Add | 464286764 Common stock | $54.0K | +910 +3.58% | 26,310 0.46% of portfolio | low |
| Q2 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-55.1K | -110 -19.54% | 453 0.07% of portfolio | low |
| Q2 2026 as of | Add | 78468R721 Common stock | $64.2K | +1K +5.97% | 24,883 0.33% of portfolio | low |
| Q2 2026 as of | Add | 92204A884 Common stock | $74.1K | +403 +6.08% | 7,034 0.38% of portfolio | low |
| Q2 2026 as of | Trim | Archer-Daniels-Midland Co Common stock | $-84.0K | -1K -25.00% | 3,300 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 92204A405 Common stock | $-97.4K | -740 -6.20% | 11,188 0.43% of portfolio | low |
| Q2 2026 as of | Trim | 92189H409 Common stock | $-106.9K | -2K -5.43% | 36,165 0.54% of portfolio | low |
| Q2 2026 as of | Trim | 464287184 Common stock | $-110.0K | -3K -33.45% | 6,926 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 464286756 Common stock | $-117.4K | -2K -11.63% | 17,850 0.26% of portfolio | low |
| Q2 2026 as of | Add | 78464A490 Common stock | $122.9K | +3K +5.21% | 63,021 0.73% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-130.6K | -261 -2.56% | 9,917 1.45% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-134.3K | -380 -17.65% | 1,773 0.18% of portfolio | low |
| Q2 2026 as of | Trim | 78464A474 Common stock | $-134.7K | -4K -30.71% | 10,133 0.09% of portfolio | low |
| Q2 2026 as of | Add | 464286814 Common stock | $158.1K | +2K +9.47% | 25,978 0.53% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-169.9K | -713 -20.86% | 2,705 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 92204A504 Common stock | $-170.4K | -570 -11.36% | 4,448 0.39% of portfolio | low |
| Q2 2026 as of | Trim | 78464A664 Common stock | $-184.1K | -7K -28.02% | 18,041 0.14% of portfolio | low |
| Q2 2026 as of | Trim | 464287408 Common stock | $-198.0K | -872 -12.85% | 5,914 0.39% of portfolio | low |
| Q2 2026 as of | Trim | 46434V407 Common stock | $-199.4K | -5K -28.99% | 11,518 0.14% of portfolio | low |
| Q2 2026 as of | Exit | Duke Energy Corp Common stock | $-204.9K | -2K -100.00% | 0 | low |