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Berry Wealth Group’s nCino NCNO Stock Holding History

Berry Wealth Group’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,207
Closed -$276K – 108
2024
Q4 		$276K Buy
8,207
+400
+5% +$13.4K 0.2% 65
2024
Q3 		$247K Buy
+7,807
New +$247K 0.18% 76