Birch Capital Management, LLC Purchases and Sells in Q4 2024

Birch Capital Management, LLC

$193 Million
Q4 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDX	9.6K + 161.33%	$260.5 - $305.15 $2.5M - $2.93M	15.5K $4.37M
AAPL	361 + 0.5%	$221.69 - $259.02 $80K - $93.5K	72.4K $18.1M
G	20.9K + 22.38%	$38.17 - $46.82 $796K - $977K	114K $4.9M
RMD	6.27K + 21.41%	$228.69 - $256.07 $1.43M - $1.61M	35.5K $8.13M
VRSN	4K + 3996.0%	$176.68 - $206.96 $706K - $827K	4.1K $847K
MSFT	2.23K + 7.13%	$406.35 - $454.46 $905K - $1.01M	33.5K $14.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	535 New	$236.59 - $257.5 $127K - $138K	535 $129K
META	160 New	$554.08 - $632.68 $88.7K - $101K	160 $94K
PG	550 New	$161.05 - $179.7 $88.6K - $98.8K	550 $92K
RPV	1K New	$87.41 - $97.21 $87.4K - $97.2K	1K $90K
PM	700 New	$118.38 - $133.06 $82.9K - $93.1K	700 $84K
DIS	500 New	$92.39 - $117.6 $46.2K - $58.8K	500 $55K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVO	-5.51K - 3.93%	$85.0 - $120.04 $468K - $661K	135K $11.6M
CVS	-58.4K - 93.02%	$43.78 - $67.46 $2.56M - $3.94M	4.39K $196K
DG	-18K - 90.15%	$73.27 - $84.47 $1.32M - $1.52M	1.97K $149K
AMGN	-366 - 1.66%	$258.78 - $328.31 $94.7K - $120K	21.7K $5.67M
GPC	-6.15K - 28.18%	$113.11 - $143.63 $696K - $883K	15.7K $1.83M
JNJ	-5.82K - 34.72%	$143.34 - $165.86 $834K - $965K	10.9K $1.58M

Activity Summary All Purchases 28 New Holdings 6 Increased Positions 22 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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