Creative Planning’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 |
-7,333
| Closed | -$512K | – | 3723 |
|
|
2025
Q1 | $512K | Buy |
7,333
+169
| +2% | +$11.8K | ﹤0.01% | 2256 |
|
|
2024
Q4 | $463K | Sell |
7,164
-271
| -4% | -$17.5K | ﹤0.01% | 2293 |
|
|
2024
Q3 | $464K | Buy |
7,435
+216
| +3% | +$13.5K | ﹤0.01% | 2174 |
|
|
2024
Q2 | $390K | Buy |
7,219
+405
| +6% | +$21.9K | ﹤0.01% | 2141 |
|
|
2024
Q1 | $378K | Sell |
6,814
-368
| -5% | -$20.4K | ﹤0.01% | 2051 |
|
|
2023
Q4 | $444K | Buy |
7,182
+667
| +10% | +$41.3K | ﹤0.01% | 1784 |
|
|
2023
Q3 | $370K | Buy |
6,515
+423
| +7% | +$24K | ﹤0.01% | 1766 |
|
|
2023
Q2 | $360K | Buy |
6,092
+355
| +6% | +$21K | ﹤0.01% | 1763 |
|
|
2023
Q1 | $310K | Buy |
5,737
+406
| +8% | +$22K | ﹤0.01% | 1790 |
|
|
2022
Q4 | $296K | Buy |
5,331
+606
| +13% | +$33.6K | ﹤0.01% | 1730 |
|
|
2022
Q3 | $202K | Buy |
4,725
+51
| +1% | +$2.18K | ﹤0.01% | 1902 |
|
|
2022
Q2 | $235K | Buy |
4,674
+101
| +2% | +$5.08K | ﹤0.01% | 1776 |
|
|
2022
Q1 | $243K | Buy |
4,573
+42
| +0.9% | +$2.23K | ﹤0.01% | 1767 |
|
|
2021
Q4 | $307K | Buy |
+4,531
| New | +$307K | ﹤0.01% | 1604 |
|
|
2017
Q3 | – | Sell |
-693
| Closed | -$36K | – | 3692 |
|
|
2017
Q2 | $36K | Sell |
693
-43
| -6% | -$2.23K | ﹤0.01% | 2766 |
|
|
2017
Q1 | $33K | Buy |
736
+11
| +2% | +$493 | ﹤0.01% | 2748 |
|
|
2016
Q4 | $32K | Buy |
725
+127
| +21% | +$5.61K | ﹤0.01% | 2721 |
|
|
2016
Q3 | $24K | Sell |
598
-10
| -2% | -$401 | ﹤0.01% | 2912 |
|
|
2016
Q2 | $22K | Sell |
608
-6
| -1% | -$217 | ﹤0.01% | 2707 |
|
|
2016
Q1 | $20K | Sell |
614
-15
| -2% | -$489 | ﹤0.01% | 2747 |
|
|
2015
Q4 | $21K | Buy |
629
+575
| +1,065% | +$19.2K | ﹤0.01% | 2787 |
|
|
2015
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 3908 |
|
|
2015
Q2 | – | Sell |
-926
| Closed | -$31K | – | 2970 |
|
|
2015
Q1 | $31K | Buy |
926
+327
| +55% | +$10.9K | ﹤0.01% | 2361 |
|
|
2014
Q4 | $17K | Sell |
599
-272
| -31% | -$7.72K | ﹤0.01% | 2748 |
|
|
2014
Q3 | $20K | Buy |
871
+109
| +14% | +$2.5K | ﹤0.01% | 2522 |
|
|
2014
Q2 | $18K | Hold |
762
| – | – | ﹤0.01% | 2523 |
|
|
2014
Q1 | $16K | Hold |
762
| – | – | ﹤0.01% | 2490 |
|
|
2013
Q4 | $17K | Hold |
762
| – | – | ﹤0.01% | 2294 |
|
|
2013
Q3 | $14K | Buy |
762
+217
| +40% | +$3.99K | ﹤0.01% | 2289 |
|
|
2013
Q2 | $11K | Buy |
+545
| New | +$11K | ﹤0.01% | 2241 |
|