Berry Wealth Group, LP Purchases and Sells in Q1 2024

Berry Wealth Group, LP

$121 Billion
Q1 2024

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	482 + 9.65%	$1049.01 - $1407.01 $506K - $678K	5.48K $7.26B
MSFT	1.04K + 5.82%	$367.75 - $429.37 $384K - $448K	19K $7.98B
MSI	11 + 0.06%	$309.16 - $354.98 $3.4K - $3.9K	17.4K $6.16B
NVDA	158 + 17.89%	$475.69 - $950.02 $75.2K - $150K	1.04K $941M
XOM	2.94K + 38.97%	$96.8 - $116.24 $285K - $342K	10.5K $1.22B
PG	1.07K + 65.25%	$147.42 - $162.61 $158K - $175K	2.72K $441M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NICE	1.52K New	$192.14 - $261.57 $291K - $397K	1.52K $395M
ABBV	2.03K New	$159.82 - $182.1 $324K - $369K	2.03K $369M
RGA	1.87K New	$163.17 - $193.27 $305K - $362K	1.87K $361M
ROLL	1.1K New	N/A	1.1K $297M
BFAM	2.52K New	$92.4 - $117.9 $233K - $297K	2.52K $286M
HLI	2.21K New	$114.14 - $131.85 $252K - $291K	2.21K $283M

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APD	-2.58K - 21.54%	$215.38 - $273.47 $555K - $704K	9.38K $2.27B
DVN	-18.4K - 24.56%	$40.69 - $50.18 $749K - $924K	56.6K $2.84B
CSCO	-9.88K - 15.57%	$48.06 - $52.33 $475K - $517K	53.6K $2.67B
DRI	-2.89K - 17.01%	$157.13 - $175.89 $454K - $508K	14.1K $2.35B
CME	-2.32K - 14.44%	$196.4 - $221.35 $455K - $512K	13.7K $2.95B
UNP	-1.44K - 16.04%	$235.81 - $256.91 $340K - $370K	7.54K $1.86B

Activity Summary All Purchases 44 New Holdings 28 Increased Positions 16 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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