North Berkeley Wealth Management, LLC Purchases and Sells in Q2 2025

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
11.4K
+ 13.55%
$82.96 - $110.1 $945K - $1.25M
95.5K $10.5B
26.7K
+ 10.14%
$33.38 - $40.81 $892K - $1.09M
290K $11.8B
196
+ 0.24%
$103.59 - $128.6 $20.3K - $25.2K
82.5K $10.6B
11.1K
+ 478.77%
$74.88 - $91.97 $831K - $1.02M
13.4K $1.23B
325
+ 0.21%
N/A
153K $9.2B
1.25K
+ 78.95%
$496.48 - $617.85 $622K - $774K
2.84K $1.75B
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
3.85K
New
$108.06 - $135.3 $415K - $520K
3.85K $520M
2.18K
New
$66.54 - $144.33 $145K - $315K
2.18K $315M
408
New
$484.66 - $738.09 $198K - $301K
408 $301M
3.15K
New
$67.83 - $84.09 $214K - $265K
3.15K $263M
917
New
$236.26 - $291.15 $217K - $267K
917 $250M
1.07K
New
$203.96 - $228.19 $219K - $245K
1.07K $237M
View all

Top Sells

Reduced Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
-4.12K
- 24.83%
$53.4 - $64.29 $220K - $265K
12.5K $676M
-772
- 42.89%
$273.94 - $388.21 $211K - $300K
1.03K $399M
-3.64K
- 34.53%
$54.52 - $56.7 $198K - $206K
6.89K $384M
-1K
- 33.87%
$126.95 - $183.52 $127K - $184K
1.96K $358M
-2.19K
- 32.64%
$60.98 - $80.12 $133K - $175K
4.51K $361M
-1.63K
- 25.61%
$58.08 - $81.05 $94.8K - $132K
4.74K $327M
View all

Sold Out

6 operations
Stock Shares change Price Range Shares Held Trade History
-2.87K
Closed
$99.93 - $119.04 $286K - $341K
0 $0
-714
Closed
$394.72 - $440.39 $282K - $314K
0 $0
-12.8K
Closed
$18.13 - $22.69 $232K - $291K
0 $0
-1.33K
Closed
$144.41 - $170.3 $193K - $227K
0 $0
-15.1K
Closed
$10.2 - $11.19 $154K - $169K
0 $0
-10.2K
Closed
$10.51 - $11.34 $107K - $115K
0 $0
View all
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 26 Reductions 20 Sold out 6 Options Calls 0 Puts 0
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