Berry Wealth Group, LP Purchases and Sells in Q3 2024

Berry Wealth Group, LP

$140 Billion
Q3 2024

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	4.07K + 314.61%	$488.01 - $604.18 $1.99M - $2.46M	5.37K $3.14B
MSI	46 + 0.27%	$385.65 - $450.49 $17.7K - $20.7K	17.1K $7.7B
AAPL	597 + 1.48%	$207.23 - $234.82 $124K - $140K	40.9K $9.53B
WMT	889 + 1.44%	$66.91 - $81.4 $59.5K - $72.4K	62.8K $5.07B
PEG	4.99K + 34.2%	$73.58 - $89.21 $367K - $445K	19.6K $1.75B
NEE	4.73K + 34.84%	$69.9 - $84.97 $331K - $402K	18.3K $1.55B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADI	11.3K New	$200.56 - $243.33 $2.28M - $2.76M	11.3K $2.61B
O	40.7K New	$52.36 - $63.42 $2.13M - $2.58M	40.7K $2.58B
FIS	24.9K New	$72.8 - $85.04 $1.81M - $2.12M	24.9K $2.08B
IBM	1.29K New	$175.1 - $223.38 $226K - $289K	1.29K $286M
NCNO	7.81K New	$29.0 - $35.0 $226K - $273K	7.81K $247M
UL	3.68K New	$54.7 - $65.59 $201K - $241K	3.68K $239M

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DVN	-46.3K - 82.97%	$37.87 - $48.65 $1.75M - $2.25M	9.51K $372M
MPC	-6.79K - 18.49%	$158.61 - $180.75 $1.08M - $1.23M	29.9K $4.88B
CB	-4.46K - 23.39%	$252.51 - $292.2 $1.13M - $1.3M	14.6K $4.21B
MSFT	-698 - 3.57%	$395.15 - $467.56 $276K - $326K	18.8K $8.1B
ETN	-2.93K - 11.25%	$272.52 - $333.02 $799K - $976K	23.1K $7.66B
GOOGL	-178 - 3.26%	$148.65 - $191.18 $26.5K - $34K	5.28K $876M

Activity Summary All Purchases 56 New Holdings 20 Increased Positions 36 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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