Berry Wealth Group, LP Purchases and Sells in Q1 2025

Berry Wealth Group, LP

$128 Billion
Q1 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMI	4.7K + 729.81%	$312.92 - $386.07 $1.47M - $1.81M	5.34K $1.68B
JNJ	665 + 3.71%	$142.06 - $167.7 $94.5K - $112K	18.6K $3.08B
CME	49 + 0.36%	$225.82 - $266.54 $11.1K - $13.1K	13.6K $3.6B
TXN	2.29K + 211.47%	N/A	3.37K $605M
V	473 + 16.74%	$306.92 - $362.71 $145K - $172K	3.3K $1.16B
ABBV	773 + 36.33%	$169.2 - $216.66 $131K - $167K	2.9K $608M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXP	1.1K New	$255.39 - $325.87 $281K - $359K	1.1K $296M
BIL	3.08K New	$91.45 - $91.75 $281K - $282K	3.08K $282M
SNA	835 New	$324.09 - $358.62 $271K - $299K	835 $281M
DUK	2.22K New	$105.87 - $121.97 $235K - $271K	2.22K $271M
CAT	816 New	$326.75 - $407.63 $267K - $333K	816 $269M
PNR	3.05K New	$84.0 - $105.35 $256K - $321K	3.05K $267M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-6.54K - 88.86%	$507.05 - $563.67 $3.32M - $3.69M	820 $421M
AVGO	-1.45K - 3.05%	$167.43 - $244.7 $242K - $354K	45.9K $7.69B
ETN	-3.48K - 15.33%	$271.83 - $371.23 $946K - $1.29M	19.2K $5.23B
AAPL	-650 - 1.62%	$209.68 - $247.1 $136K - $161K	39.4K $8.75B
MSFT	-114 - 0.62%	$375.39 - $447.2 $42.8K - $51K	18.3K $6.88B
MSI	-730 - 4.33%	$411.73 - $482.1 $301K - $352K	16.1K $7.06B

Activity Summary All Purchases 60 New Holdings 17 Increased Positions 43 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berry Wealth Group, LP, based on Form 13F filings with the SEC.

News

Stay updated on Berry Wealth Group, LP with notifications on news.