Carson Wealth (CWM LLC)’s Berry Global Group, Inc. BERY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,792
| Closed | -$684K | – | 5364 |
|
|
2025
Q1 | $684K | Buy |
9,792
+492
| +5% | +$34.4K | ﹤0.01% | 1330 |
|
|
2024
Q4 | $601K | Sell |
9,300
-330
| -3% | -$21.3K | ﹤0.01% | 1309 |
|
|
2024
Q3 | $601K | Buy |
9,630
+7,441
| +340% | +$464K | ﹤0.01% | 1245 |
|
|
2024
Q2 | $118K | Sell |
2,189
-165
| -7% | -$8.89K | ﹤0.01% | 1865 |
|
|
2024
Q1 | $131K | Buy |
2,354
+639
| +37% | +$35.6K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $106K | Buy |
1,715
+1,143
| +200% | +$70.6K | ﹤0.01% | 1729 |
|
|
2023
Q3 | $33K | Buy |
572
+123
| +27% | +$7.1K | ﹤0.01% | 2357 |
|
|
2023
Q2 | $27K | Sell |
449
-6
| -1% | -$361 | ﹤0.01% | 2440 |
|
|
2023
Q1 | $25K | Sell |
455
-70
| -13% | -$3.85K | ﹤0.01% | 2360 |
|
|
2022
Q4 | $29K | Sell |
525
-1,199
| -70% | -$66.2K | ﹤0.01% | 2119 |
|
|
2022
Q3 | $74K | Sell |
1,724
-635
| -27% | -$27.3K | ﹤0.01% | 1482 |
|
|
2022
Q2 | $118K | Sell |
2,359
-2,029
| -46% | -$101K | ﹤0.01% | 1249 |
|
|
2022
Q1 | $233K | Sell |
4,388
-5,779
| -57% | -$307K | ﹤0.01% | 979 |
|
|
2021
Q4 | $689K | Buy |
+10,167
| New | +$689K | ﹤0.01% | 649 |
|
|
2021
Q2 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2021
Q1 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2020
Q4 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2020
Q3 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2020
Q2 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2020
Q1 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2019
Q4 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2019
Q3 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2019
Q2 | $24K | Hold |
399
| – | – | ﹤0.01% | 1717 |
|
|
2019
Q1 | $24K | Buy |
399
+214
| +116% | +$12.9K | ﹤0.01% | 1717 |
|
|
2018
Q4 | $8K | Hold |
185
| – | – | ﹤0.01% | 1417 |
|
|
2018
Q3 | $8K | Hold |
185
| – | – | ﹤0.01% | 1232 |
|
|
2018
Q2 | $8K | Buy |
+185
| New | +$8K | ﹤0.01% | 1084 |
|
|
2018
Q1 | – | Sell |
-85
| Closed | -$5K | – | 1557 |
|
|
2017
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q3 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 1166 |
|