Berry Wealth Group, LP HD Holdings History

Number of Shares
12,046.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
3.45%
Total Estimate Gain
$783,354.70
% of Total Estimate Gain
20.15%

Berry Wealth Group, LP's The Home Depot Inc Holding Summary

As of 2025-03-31, Berry Wealth Group, LP held 12,046.00 shares of The Home Depot Inc(HD), totaling $4.41 Mil. This investment constitutes 3.45% of their stock portfolio, and Berry Wealth Group, LP now holds 0% of the outstanding The Home Depot Inc(HD) stock.

The initial trade took place in 2023Q4. And since then Berry Wealth Group, LP has made 2 purchases of HD, at an average price of $310.56, for a total of 12,517.00 shares. In addition, there have been 3 sales at an average price of $372.78 for 471.00 shares. Based on historical transaction data and HD's current price of $373.16, Berry Wealth Group, LP's estimated gain on his HD holdings is $783,354.70, reflecting a 20.15% gain to date.

Berry Wealth Group, LP HD ($373.16) Holding Chart

Berry Wealth Group, LP HD ($373.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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