Carson Wealth (CWM LLC)
BRY

Carson Wealth (CWM LLC)’s Berry Corp BRY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-52,876
Closed -$200K – 5385
2025
Q3 		$200K Buy
52,876
+16,486
+45% +$53.4K ﹤0.01% 2441
2025
Q2 		$101K Buy
36,390
+19,992
+122% +$53.4K ﹤0.01% 2710
2025
Q1 		$53K Buy
16,398
+5,547
+51% +$22.8K ﹤0.01% 2927
2024
Q4 		$45K Buy
10,851
+5,166
+91% +$23.9K ﹤0.01% 2873
2024
Q3 		$29K Buy
5,685
+1,125
+25% +$6.87K ﹤0.01% 3106
2024
Q2 		$29K Buy
4,560
+3,383
+287% +$25.2K ﹤0.01% 2854
2024
Q1 		$9K Buy
1,177
+1,128
+2,302% +$7.88K ﹤0.01% 3375
2023
Q4 		$0 Sell
49
-521
-91% -$3.9K ﹤0.01% 4150
2023
Q3 		$5K Buy
570
+367
+181% +$2.94K ﹤0.01% 3428
2023
Q2 		$1K Sell
203
-1,936
-91% -$14K ﹤0.01% 3915
2023
Q1 		$17K Buy
2,139
+41
+2% +$355 ﹤0.01% 2604
2022
Q4 		$17K Sell
2,098
-84
-4% -$719 ﹤0.01% 2465
2022
Q3 		$16K Buy
2,182
+309
+16% +$2.61K ﹤0.01% 2368
2022
Q2 		$14K Buy
+1,873
New +$19.8K ﹤0.01% 2347

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BRY Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 52,876 shares — an estimated $200K sold.

Carson Wealth (CWM LLC) first reported a position in BRY in Q2 2022 and held it in 14 quarters. The position peaked at $200K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 52,876 Berry Corp shares in Q4 2025, an estimated $200K.
  • Carson Wealth (CWM LLC) first reported a position in Berry Corp in Q2 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Berry Corp position peaked at $200K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.