Birch Capital Management, LLC Sells in Q4 2024

Birch Capital Management, LLC

  • $193 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-5.51K
- 3.93%
$85.0 - $120.04 $468K - $661K
135K $11.6M
CVS
Cvs Health Corp

Healthcare
-58.4K
- 93.02%
$43.78 - $67.46 $2.56M - $3.94M
4.39K $196K
DG
Dollar General Corp

Consumer Defensive
-18K
- 90.15%
$73.27 - $84.47 $1.32M - $1.52M
1.97K $149K
AMGN
Amgen Inc

Healthcare
-366
- 1.66%
$258.78 - $328.31 $94.7K - $120K
21.7K $5.67M
GPC
Genuine Parts CO

Consumer Cyclical
-6.15K
- 28.18%
$113.11 - $143.63 $696K - $883K
15.7K $1.83M
JNJ
Johnson & Johnson

Healthcare
-5.82K
- 34.72%
$143.34 - $165.86 $834K - $965K
10.9K $1.58M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-16.8K
- 44.65%
$50.37 - $50.6 $844K - $848K
20.8K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-203
- 2.88%
$485.52 - $625.25 $98.6K - $127K
6.85K $3.47M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.28K
- 3.98%
$148.29 - $166.93 $189K - $213K
30.8K $4.59M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.41K
- 22.76%
$100.22 - $100.73 $542K - $544K
18.3K $1.84M
INFY
Infosys LTD

Technology
-14.8K
- 5.43%
$20.71 - $23.42 $306K - $346K
257K $5.64M
BDX
Becton Dickinson & CO

Healthcare
-1K
- 8.49%
$220.02 - $243.75 $220K - $244K
10.8K $2.44M
NKE
Nike, Inc.

Consumer Cyclical
-2.52K
- 26.63%
$73.36 - $89.13 $185K - $225K
6.95K $526K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.01%
$480.36 - $529.17 $480 - $529
14.7K $7.33M
ITW
Illinois Tool Works Inc

Industrials
-499
- 5.1%
$253.56 - $278.5 $127K - $139K
9.28K $2.35M
ABBV
Abb Vie Inc.

Healthcare
-7
- 0.07%
$164.99 - $203.87 $1.15K - $1.43K
10.1K $1.8M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-4.97K
- 28.52%
$54.89 - $64.32 $273K - $319K
12.4K $752K
ORCL
Oracle Corp

Technology
-962
- 16.77%
$165.41 - $192.43 $159K - $185K
4.78K $795K
WSO
Watsco Inc

Industrials
-133
- 3.29%
$466.57 - $568.78 $62.1K - $75.6K
3.91K $1.85M
NVDA
Nvidia Corp

Technology
-1.86K
- 20.61%
$117.0 - $148.88 $218K - $277K
7.17K $962K
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.04%
$151.29 - $176.1 $303 - $352
4.77K $725K
CNI
Canadian National Railway CO

Industrials
-12
- 0.27%
$100.62 - $117.12 $1.21K - $1.41K
4.41K $447K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-828
- 35.07%
$33.77 - $44.09 $28K - $36.5K
1.53K $51K
VO
Vanguard Mid Cap ETF

ETFs
-41
- 7.21%
$261.5 - $284.63 $10.7K - $11.7K
528 $139K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 21.88%
$442.29 - $483.08 $3.1K - $3.38K
25 $11K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-19
- 48.72%
$198.04 - $221.51 $3.76K - $4.21K
20 $4K
GLDM
World Gold Trust

ETFs
-1
- 0.02%
$50.76 - $55.23 $50.8 - $55.2
6.01K $312K
VXRT
Vaxart, Inc.

Healthcare
-11
- 33.33%
$0.54 - $0.86 $5.94 - $9.46
22 $0
Corpay, Inc.
-196
- 2.62%
N/A
7.29K $0
PAYX
Paychex Inc

Industrials
-11
- 0.16%
$135.86 - $148.73 $1.49K - $1.64K
7.06K $989K
DFS
Discover Financial Services

Financial Services
-62
- 2.19%
$136.3 - $182.67 $8.45K - $11.3K
2.77K $480K
MPLX
Mplx LP

Energy
-200
- 0.65%
$43.77 - $51.66 $8.75K - $10.3K
30.5K $1.46M
OKE
Oneok Inc

Energy
-126
- 0.85%
$92.28 - $117.05 $11.6K - $14.7K
14.8K $1.48M
V
Visa Inc.

Financial Services
-143
- 3.04%
$273.87 - $320.91 $39.2K - $45.9K
4.57K $1.44M
GWW
W.W. Grainger, Inc.

Industrials
-46
- 0.31%
$1023.06 - $1220.93 $47.1K - $56.2K
14.8K $15.6M
SCHW
Schwab Charles Corp

Financial Services
-2.18K
- 2.85%
$63.31 - $82.85 $138K - $181K
74.3K $5.5M
GOOG
Alphabet Inc.

Communication Services
-93
- 0.3%
$163.08 - $198.16 $15.2K - $18.4K
31K $5.91M
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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