Allworth Financial’s Berry Global Group, Inc. BERY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-303
| Closed | -$21.1K | – | 4691 |
|
|
2025
Q1 | $21.1K | Buy |
303
+59
| +24% | +$4.1K | ﹤0.01% | 2048 |
|
|
2024
Q4 | $16.6K | Sell |
244
-206
| -46% | -$13.6K | ﹤0.01% | 2205 |
|
|
2024
Q3 | $28.1K | Sell |
450
-49
| -10% | -$2.91K | ﹤0.01% | 1700 |
|
|
2024
Q2 | $28.8K | Buy |
499
+416
| +501% | +$22.6K | ﹤0.01% | 1645 |
|
|
2024
Q1 | $4.6K | Sell |
83
-11
| -12% | -$626 | ﹤0.01% | 2444 |
|
|
2023
Q4 | $5.8K | Buy |
94
+22
| +31% | +$1.24K | ﹤0.01% | 2211 |
|
|
2023
Q3 | $4.09K | Buy |
72
+15
| +26% | +$882 | ﹤0.01% | 2207 |
|
|
2023
Q2 | $3.35K | Hold |
57
| – | – | ﹤0.01% | 2277 |
|
|
2023
Q1 | $3.06K | Buy |
57
+5
| +10% | +$277 | ﹤0.01% | 2228 |
|
|
2022
Q4 | $2.9K | Buy |
52
+5
| +11% | +$245 | ﹤0.01% | 2098 |
|
|
2022
Q3 | $2K | Sell |
47
-259
| -85% | -$13K | ﹤0.01% | 2258 |
|
|
2022
Q2 | $15K | Buy |
306
+266
| +665% | +$13.8K | ﹤0.01% | 1385 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1844 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 1685 |
|
|
2021
Q3 | $2K | Buy |
40
+3
| +8% | +$178 | ﹤0.01% | 1714 |
|
|
2021
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 1423 |
|
|
2021
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 1350 |
|
|
2020
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1195 |
|
|
2019
Q4 | $2K | Sell |
37
-9
| -20% | -$357 | ﹤0.01% | 945 |
|
|
2019
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 858 |
|
|
2019
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 847 |
|
|
2019
Q1 | $2K | Buy |
46
+9
| +24% | +$427 | ﹤0.01% | 863 |
|
|
2018
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 775 |
|
|
2018
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 814 |
|
|
2018
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 843 |
|
|
2018
Q1 | $2K | Buy |
+37
| New | +$1.93K | ﹤0.01% | 731 |
|
Other funds holding BERY
OLVIG
IA
HNB
Allworth Financial's BERY Position: Q2 2025 in Review
Allworth Financial sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 303 shares — an estimated $21.1K sold.
Allworth Financial first reported a position in BERY in Q1 2018 and held it in 29 quarters. The position peaked at $28.8K in Q2 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.
- Allworth Financial reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
- Allworth Financial sold 303 Berry Global Group, Inc. shares in Q2 2025, an estimated $21.1K.
- Allworth Financial first reported a position in Berry Global Group, Inc. in Q1 2018 and held it in 29 quarters.
- Allworth Financial's Berry Global Group, Inc. position peaked at $28.8K in Q2 2024.
- 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.
Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.