North Berkeley Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

North Berkeley Wealth Management, LLC

  • $127 Billion
  • Q3 2025
Number of Shares
444,791
Previous 448,170 0.75%
Holding current value
$4.74 Billion
Previous $4.69 Billion 1.05%
% of portfolio
3.74%
Previous 4.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
N/A
-3,379 Reduced 0.75%
444,791 $4.74 Billion
Q2 2025

Aug 13, 2025
SELL
N/A
-1,615 Reduced 0.36%
448,170 $4.69 Billion
Q1 2025

Aug 13, 2025
SELL
N/A
-6,609 Reduced 1.45%
449,785 $4.56 Billion
Q4 2024

Apr 03, 2025
BUY
N/A
456,394 New
456,394 $4.62 Billion
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