WELCH & FORBES LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, WELCH & FORBES LLC opened 67 positions, added to 246, reduced 482 and sold out of 113.
- Q1 2024: Stock MARATHON OIL CORP; Country of operation United States; Class COM; Shares before 0.
- Q3 2016: Stock BROADCOM LTD; Country of operation —; Class SHS; Shares before 0.
- Q3 2016: Stock SPECTRA ENERGY CORP; Country of operation —; Class COM; Shares before 0.
- Q2 2016: Stock LINKEDIN CORP; Country of operation —; Class COM CL A; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 105495), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-27); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-27); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-31); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-17); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2024 | MARATHON OIL CORP
CUSIP 565849106 | United States | COM | 0 | 7,500 | +7,500 | $0 | $212,550 | +$212,550 | 2024-05-03 |
|---|
| Q3 2016 | BROADCOM LTD
CUSIP Y09827109 | | SHS | 0 | 4,966 | +4,966 | $0 | $857,000 | +$857,000 | 2016-11-02 |
|---|
| Q3 2016 | SPECTRA ENERGY CORP
CUSIP 847560109 | | COM | 0 | 5,232 | +5,232 | $0 | $224,000 | +$224,000 | 2016-11-02 |
|---|
| Q2 2016 | LINKEDIN CORP
CUSIP 53578A108 | | COM CL A | 0 | 1,508 | +1,508 | $0 | $285,000 | +$285,000 | 2016-08-02 |
|---|
| Q2 2016 | TORCHMARK CORP
CUSIP 891027104 | | COM | 0 | 3,525 | +3,525 | $0 | $218,000 | +$218,000 | 2016-08-02 |
|---|
| Q2 2016 | MAGELLAN MIDSTREAM PRTNRS LP
CUSIP 559080106 | | COM UNIT RP LP | 0 | 2,850 | +2,850 | $0 | $217,000 | +$217,000 | 2016-08-02 |
|---|
| Q2 2016 | BB&T CORP
CUSIP 054937107 | | COM | 0 | 5,920 | +5,920 | $0 | $211,000 | +$211,000 | 2016-08-02 |
|---|
| Q2 2016 | TERRAVIA HLDGS INC
CUSIP 88105A106 | | COM | 0 | 12,500 | +12,500 | $0 | $33,000 | +$33,000 | 2016-08-02 |
|---|
| Q1 2016 | NOBLE CORP PLC
CUSIP G65431101 | | SHS USD | 0 | 106,985 | +106,985 | $0 | $1,108,000 | +$1,108,000 | 2016-05-05 |
|---|
| Q1 2016 | BROADCOM LTD
CUSIP Y09827109 | | SHS | 0 | 5,008 | +5,008 | $0 | $774,000 | +$774,000 | 2016-05-05 |
|---|
| Q1 2016 | ROCKWELL COLLINS INC
CUSIP 774341101 | | COM | 0 | 3,867 | +3,867 | $0 | $357,000 | +$357,000 | 2016-05-05 |
|---|
| Q1 2016 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 0 | 992 | +992 | $0 | $338,000 | +$338,000 | 2016-05-05 |
|---|
| Q1 2016 | WASTE CONNECTIONS INC
CUSIP 941053100 | | COM | 0 | 3,500 | +3,500 | $0 | $226,000 | +$226,000 | 2016-05-05 |
|---|
| Q4 2015 | BB&T CORP
CUSIP 054937107 | | COM | 0 | 5,920 | +5,920 | $0 | $224,000 | +$224,000 | 2016-01-27 |
|---|
| Q4 2015 | TORCHMARK CORP
CUSIP 891027104 | | COM | 0 | 3,525 | +3,525 | $0 | $201,000 | +$201,000 | 2016-01-27 |
|---|
| Q4 2015 | TIME INC NEW
CUSIP 887228104 | | COM | 0 | 10,007 | +10,007 | $0 | $156,000 | +$156,000 | 2016-01-27 |
|---|
| Q3 2015 | NOBLE CORP PLC
CUSIP G65431101 | | SHS USD | 0 | 122,975 | +122,975 | $0 | $1,341,000 | +$1,341,000 | 2015-11-05 |
|---|
| Q3 2015 | AVAGO TECHNOLOGIES LTD
CUSIP Y0486S104 | | SHS | 0 | 4,762 | +4,762 | $0 | $595,000 | +$595,000 | 2015-11-05 |
|---|
| Q3 2015 | BAXALTA INC
CUSIP 07177M103 | | COM | 0 | 11,090 | +11,090 | $0 | $349,000 | +$349,000 | 2015-11-05 |
|---|
| Q2 2015 | INVIVO THERAPEUTICS HLDGS CO
CUSIP 46186M209 | | COM NEW | 0 | 773,071 | +773,071 | $0 | $12,486,000 | +$12,486,000 | 2015-08-11 |
|---|
| Q2 2015 | ALLERGAN PLC
CUSIP G0177J108 | | SHS | 0 | 24,739 | +24,739 | $0 | $7,507,000 | +$7,507,000 | 2015-08-11 |
|---|
| Q2 2015 | TESORO LOGISTICS LP
CUSIP 88160T107 | | COM UNIT LP | 0 | 3,600 | +3,600 | $0 | $205,000 | +$205,000 | 2015-08-11 |
|---|
| Q2 2015 | SPECTRA ENERGY CORP
CUSIP 847560109 | | COM | 0 | 6,186 | +6,186 | $0 | $202,000 | +$202,000 | 2015-08-11 |
|---|
| Q2 2015 | FIREEYE INC
CUSIP 31816Q101 | | COM | 0 | 4,100 | +4,100 | $0 | $201,000 | +$201,000 | 2015-08-11 |
|---|
| Q1 2015 | TIME INC NEW
CUSIP 887228104 | | COM | 0 | 10,339 | +10,339 | $0 | $232,000 | +$232,000 | 2015-04-30 |
|---|
| Q4 2014 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 0 | 98,831 | +98,831 | $0 | $7,531,000 | +$7,531,000 | 2015-01-27 |
|---|
| Q4 2014 | CDK GLOBAL INC
CUSIP 12508E101 | | COM | 0 | 37,136 | +37,136 | $0 | $1,513,000 | +$1,513,000 | 2015-01-27 |
|---|
| Q4 2014 | NATIONAL OILWELL VARCO INC
CUSIP 637071101 | | COM | 0 | 7,599 | +7,599 | $0 | $497,000 | +$497,000 | 2015-01-27 |
|---|
| Q4 2014 | HALYARD HEALTH INC
CUSIP 40650V100 | | COM | 0 | 5,737 | +5,737 | $0 | $261,000 | +$261,000 | 2015-01-27 |
|---|
| Q4 2014 | ALLIQUA INC
CUSIP 019621200 | | COM NEW | 0 | 34,016 | +34,016 | $0 | $180,000 | +$180,000 | 2015-01-27 |
|---|
| Q3 2014 | ANSYS INC
CUSIP 03662Q105 | United States | COM | 0 | 578,585 | +578,585 | $0 | $43,782,000 | +$43,782,000 | 2014-10-27 |
|---|
| Q3 2014 | APACHE CORP
CUSIP 037411105 | | COM | 0 | 262,023 | +262,023 | $0 | $24,596,000 | +$24,596,000 | 2014-10-27 |
|---|
| Q3 2014 | ANADARKO PETE CORP
CUSIP 032511107 | | COM | 0 | 69,683 | +69,683 | $0 | $7,069,000 | +$7,069,000 | 2014-10-27 |
|---|
| Q3 2014 | MEDIVATION INC
CUSIP 58501N101 | | COM | 0 | 15,000 | +15,000 | $0 | $1,483,000 | +$1,483,000 | 2014-10-27 |
|---|
| Q3 2014 | ACTAVIS PLC
CUSIP G0083B108 | | SHS | 0 | 2,447 | +2,447 | $0 | $590,000 | +$590,000 | 2014-10-27 |
|---|
| Q3 2014 | SPX CORP
CUSIP 784635104 | United States | COM | 0 | 3,940 | +3,940 | $0 | $371,000 | +$371,000 | 2014-10-27 |
|---|
| Q3 2014 | ANNALY CAP MGMT INC
CUSIP 035710409 | United States | COM | 0 | 34,710 | +34,710 | $0 | $370,000 | +$370,000 | 2014-10-27 |
|---|
| Q3 2014 | ROSETTA RESOURCES INC
CUSIP 777779307 | | COM | 0 | 8,000 | +8,000 | $0 | $356,000 | +$356,000 | 2014-10-27 |
|---|
| Q3 2014 | PARAGON OFFSHORE PLC
CUSIP G6S01W108 | | SHS | 0 | 55,350 | +55,350 | $0 | $341,000 | +$341,000 | 2014-10-27 |
|---|
| Q3 2014 | AMERICAN RLTY CAP PPTYS INC
CUSIP 02917T104 | | COM | 0 | 24,291 | +24,291 | $0 | $293,000 | +$293,000 | 2014-10-27 |
|---|
| Q3 2014 | BG MEDICINE INC
CUSIP 08861T107 | | COM | 0 | 14,821 | +14,821 | $0 | $8,000 | +$8,000 | 2014-10-27 |
|---|
| Q2 2014 | GOOGLE INC
CUSIP 38259P706 | | CL C | 0 | 35,673 | +35,673 | $0 | $20,522,000 | +$20,522,000 | 2014-07-31 |
|---|
| Q2 2014 | NOBLE CORP PLC
CUSIP G65431101 | | SHS USD | 0 | 445,346 | +445,346 | $0 | $14,946,000 | +$14,946,000 | 2014-07-31 |
|---|
| Q2 2014 | PLAINS GP HLDGS L P
CUSIP 72651A108 | | SHS A REP LTPN | 0 | 83,900 | +83,900 | $0 | $2,684,000 | +$2,684,000 | 2014-07-31 |
|---|
| Q2 2014 | NATIONAL OILWELL VARCO INC
CUSIP 637071101 | | COM | 0 | 3,505 | +3,505 | $0 | $289,000 | +$289,000 | 2014-07-31 |
|---|
| Q2 2014 | PRICELINE GRP INC
CUSIP 741503403 | | COM NEW | 0 | 205 | +205 | $0 | $247,000 | +$247,000 | 2014-07-31 |
|---|
| Q2 2014 | MONSANTO CO NEW
CUSIP 61166W101 | | COM | 0 | 1,888 | +1,888 | $0 | $236,000 | +$236,000 | 2014-07-31 |
|---|
| Q2 2014 | JACOBS ENGR GROUP INC DEL
CUSIP 469814107 | | COM | 0 | 4,000 | +4,000 | $0 | $213,000 | +$213,000 | 2014-07-31 |
|---|
| Q2 2014 | ITT CORP NEW
CUSIP 450911201 | | COM NEW | 0 | 4,300 | +4,300 | $0 | $207,000 | +$207,000 | 2014-07-31 |
|---|
| Q1 2014 | U S SILICA HLDGS INC
CUSIP 90346E103 | United States | COM | 0 | 68,194 | +68,194 | $0 | $2,603,000 | +$2,603,000 | 2014-05-01 |
|---|
| Q1 2014 | DUN & BRADSTREET CORP DEL NE
CUSIP 26483E100 | | COM | 0 | 13,500 | +13,500 | $0 | $1,341,000 | +$1,341,000 | 2014-05-01 |
|---|
| Q1 2014 | TESORO LOGISTICS LP
CUSIP 88160T107 | | COM UNIT LP | 0 | 3,600 | +3,600 | $0 | $216,000 | +$216,000 | 2014-05-01 |
|---|
| Q1 2014 | BAKER HUGHES INC
CUSIP 057224107 | | COM | 0 | 3,192 | +3,192 | $0 | $208,000 | +$208,000 | 2014-05-01 |
|---|
| Q1 2014 | COVIDIEN PLC
CUSIP G2554F113 | | SHS | 0 | 2,747 | +2,747 | $0 | $202,000 | +$202,000 | 2014-05-01 |
|---|
| Q1 2014 | SPECTRA ENERGY CORP
CUSIP 847560109 | | COM | 0 | 5,462 | +5,462 | $0 | $201,000 | +$201,000 | 2014-05-01 |
|---|
| Q1 2014 | AMERICAN DG ENERGY INC
CUSIP 025398108 | | COM | 0 | 15,000 | +15,000 | $0 | $30,000 | +$30,000 | 2014-05-01 |
|---|
| Q4 2013 | NOBLE CORP PLC
CUSIP G65431101 | | SHS USD | 0 | 579,386 | +579,386 | $0 | $21,710,000 | +$21,710,000 | 2014-01-17 |
|---|
| Q4 2013 | HEWLETT PACKARD CO
CUSIP 428236103 | | COM | 0 | 9,109 | +9,109 | $0 | $255,000 | +$255,000 | 2014-01-17 |
|---|
| Q4 2013 | DISCOVER FINL SVCS
CUSIP 254709108 | United States | COM | 0 | 4,521 | +4,521 | $0 | $253,000 | +$253,000 | 2014-01-17 |
|---|
| Q4 2013 | WILEY JOHN & SONS INC
CUSIP 968223305 | United States | CL B | 0 | 4,000 | +4,000 | $0 | $220,000 | +$220,000 | 2014-01-17 |
|---|
| Q4 2013 | TORCHMARK CORP
CUSIP 891027104 | | COM | 0 | 2,700 | +2,700 | $0 | $211,000 | +$211,000 | 2014-01-17 |
|---|
| Q3 2013 | DUN & BRADSTREET CORP DEL NE
CUSIP 26483E100 | | COM | 0 | 22,100 | +22,100 | $0 | $2,295,000 | +$2,295,000 | 2013-10-31 |
|---|
| Q3 2013 | RIGNET INC
CUSIP 766582100 | | COM | 0 | 52,929 | +52,929 | $0 | $1,914,000 | +$1,914,000 | 2013-10-31 |
|---|
| Q3 2013 | U S SILICA HLDGS INC
CUSIP 90346E103 | United States | COM | 0 | 46,400 | +46,400 | $0 | $1,155,000 | +$1,155,000 | 2013-10-31 |
|---|
| Q3 2013 | TWENTY FIRST CENTY FOX INC
CUSIP 90130A101 | | CL A | 0 | 34,150 | +34,150 | $0 | $1,145,000 | +$1,145,000 | 2013-10-31 |
|---|
| Q3 2013 | SPECTRA ENERGY CORP
CUSIP 847560109 | | COM | 0 | 5,922 | +5,922 | $0 | $203,000 | +$203,000 | 2013-10-31 |
|---|
| Q3 2013 | WINDSTREAM HLDGS INC
CUSIP 97382A101 | | COM | 0 | 22,747 | +22,747 | $0 | $182,000 | +$182,000 | 2013-10-31 |
|---|