Carson Wealth (CWM LLC)’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 |
-9,792
| Closed | -$684K | – | 5369 |
|
|
2025
Q1 | $684K | Buy |
9,792
+492
| +5% | +$34.2K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $601K | Sell |
9,300
-330
| -3% | -$21.8K | ﹤0.01% | 1310 |
|
|
2024
Q3 | $601K | Buy |
9,630
+7,441
| +340% | +$442K | ﹤0.01% | 1246 |
|
|
2024
Q2 | $118K | Sell |
2,189
-165
| -7% | -$8.96K | ﹤0.01% | 1867 |
|
|
2024
Q1 | $131K | Buy |
2,354
+639
| +37% | +$36.4K | ﹤0.01% | 1729 |
|
|
2023
Q4 | $106K | Buy |
1,715
+1,143
| +200% | +$64.5K | ﹤0.01% | 1731 |
|
|
2023
Q3 | $33K | Buy |
572
+123
| +27% | +$7.23K | ﹤0.01% | 2358 |
|
|
2023
Q2 | $27K | Sell |
449
-6
| -1% | -$328 | ﹤0.01% | 2443 |
|
|
2023
Q1 | $25K | Sell |
455
-70
| -13% | -$3.88K | ﹤0.01% | 2362 |
|
|
2022
Q4 | $29K | Sell |
525
-1,199
| -70% | -$58.8K | ﹤0.01% | 2121 |
|
|
2022
Q3 | $74K | Sell |
1,724
-635
| -27% | -$31.9K | ﹤0.01% | 1484 |
|
|
2022
Q2 | $118K | Sell |
2,359
-2,029
| -46% | -$105K | ﹤0.01% | 1251 |
|
|
2022
Q1 | $233K | Sell |
4,388
-5,779
| -57% | -$338K | ﹤0.01% | 981 |
|
|
2021
Q4 | $689K | Buy |
+10,167
| New | +$630K | ﹤0.01% | 651 |
|
|
2021
Q2 | $24K | Hold |
399
| – | – | ﹤0.01% | 1721 |
|
|
2021
Q1 | $24K | Hold |
399
| – | – | ﹤0.01% | 1721 |
|
|
2020
Q4 | $24K | Hold |
399
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q3 | $24K | Hold |
399
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q2 | $24K | Hold |
399
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q1 | $24K | Hold |
399
| – | – | ﹤0.01% | 1720 |
|
|
2019
Q4 | $24K | Hold |
399
| – | – | ﹤0.01% | 1720 |
|
|
2019
Q3 | $24K | Hold |
399
| – | – | ﹤0.01% | 1720 |
|
|
2019
Q2 | $24K | Hold |
399
| – | – | ﹤0.01% | 1720 |
|
|
2019
Q1 | $24K | Buy |
399
+214
| +116% | +$10.1K | ﹤0.01% | 1719 |
|
|
2018
Q4 | $8K | Hold |
185
| – | – | ﹤0.01% | 1423 |
|
|
2018
Q3 | $8K | Hold |
185
| – | – | ﹤0.01% | 1235 |
|
|
2018
Q2 | $8K | Buy |
+185
| New | +$8.59K | ﹤0.01% | 1088 |
|
|
2018
Q1 | – | Sell |
-85
| Closed | -$5K | – | 1558 |
|
|
2017
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 1108 |
|
|
2017
Q3 | $4K | Buy |
+85
| New | +$4.44K | ﹤0.01% | 1167 |
|
Other funds holding BERY
OLVIG
IA
HNB
Carson Wealth (CWM LLC)'s BERY Position: Q2 2025 in Review
Carson Wealth (CWM LLC) sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 9,792 shares — an estimated $684K sold.
Carson Wealth (CWM LLC) first reported a position in BERY in Q3 2017 and held it in 29 quarters. The position peaked at $689K in Q4 2021. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.
- Carson Wealth (CWM LLC) reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 9,792 Berry Global Group, Inc. shares in Q2 2025, an estimated $684K.
- Carson Wealth (CWM LLC) first reported a position in Berry Global Group, Inc. in Q3 2017 and held it in 29 quarters.
- Carson Wealth (CWM LLC)'s Berry Global Group, Inc. position peaked at $689K in Q4 2021.
- 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.