Perennial Advisors, LLC Purchases and Sells in Q1 2025

Perennial Advisors, LLC

$491 Million
Q1 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	6.71K + 171.16%	$576.36 - $736.67 $3.87M - $4.94M	10.6K $6.13M
AWK	3.07K + 7.35%	$121.01 - $149.31 $371K - $458K	44.8K $6.61M
APD	3.81K + 14.34%	$283.24 - $338.07 $1.08M - $1.29M	30.3K $8.95M
AMGN	530 + 2.77%	$258.59 - $327.36 $137K - $174K	19.7K $6.13M
MDLZ	8.69K + 13.71%	$56.12 - $68.15 $488K - $592K	72.1K $4.89M
FLOT	16.6K + 11.3%	$50.87 - $51.09 $843K - $847K	163K $8.33M

New Holdings

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	33 New	$663000.0 - $801950.0 $21.9M - $26.5M	33 $26.3M
GOOGL	9.42K New	$154.33 - $206.19 $1.45M - $1.94M	9.42K $1.45M
SHV	10.7K New	$110.11 - $110.51 $1.17M - $1.18M	10.7K $1.18M
EXP	5.17K New	$207.49 - $262.13 $1.07M - $1.35M	5.17K $1.14M
ASML	1.59K New	$662.63 - $776.99 $1.05M - $1.24M	1.59K $1.05M
VOO	1.88K New	$507.05 - $563.67 $953K - $1.06M	1.88K $960K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KKR	-2.77K - 2.41%	$108.17 - $167.07 $300K - $463K	112K $13M
AAPL	-1.8K - 1.43%	$209.68 - $247.1 $378K - $445K	124K $27.5M
NVDA	-1.58K - 1.1%	$106.98 - $149.43 $169K - $236K	142K $15.3M
AXP	-1.43K - 2.87%	$255.39 - $325.87 $366K - $467K	48.5K $13.1M
APH	-1.61K - 0.88%	$61.62 - $78.55 $99.2K - $126K	182K $11.9M
SPLG	-6.64K - 26.01%	$64.88 - $72.1 $431K - $479K	18.9K $1.23M

Activity Summary All Purchases 76 New Holdings 38 Increased Positions 38 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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