AE Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,975
Closed -$208K 2283
2025
Q1
$208K Buy
+2,975
New +$208K ﹤0.01% 1263
2024
Q1
Sell
-18,461
Closed -$1.13M 2047
2023
Q4
$1.13M Sell
18,461
-642
-3% -$39.4K 0.01% 1109
2023
Q3
$1.09M Buy
19,103
+704
+4% +$40K 0.01% 1063
2023
Q2
$1.09M Hold
18,399
0.01% 1056
2023
Q1
$995K Sell
18,399
-583
-3% -$31.5K 0.01% 1047
2022
Q4
$1.05M Buy
18,982
+1,432
+8% +$79.5K 0.01% 958
2022
Q3
$750K Buy
17,550
+6,604
+60% +$282K 0.01% 1059
2022
Q2
$549K Sell
10,946
-3,738
-25% -$187K ﹤0.01% 1149
2022
Q1
$782K Sell
14,684
-1,709
-10% -$91K 0.01% 1015
2021
Q4
$1.11M Sell
16,393
-1,020
-6% -$69.1K 0.01% 898
2021
Q3
$973K Sell
17,413
-1,279
-7% -$71.5K 0.01% 874
2021
Q2
$1.12M Buy
18,692
+3,205
+21% +$192K 0.01% 796
2021
Q1
$873K Buy
15,487
+1,473
+11% +$83K 0.01% 820
2020
Q4
$723K Sell
14,014
-1,998
-12% -$103K 0.01% 819
2020
Q3
$710K Buy
16,012
+1,740
+12% +$77.2K 0.01% 735
2020
Q2
$581K Buy
+14,272
New +$581K 0.01% 815