Creative Planning’s Berry Corp BRY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$46.6K Sell
2024
Q4
$536K Buy
2024
Q3
$567K Buy
2024
Q2
$264K Buy
2024
Q1
$306K Buy
2023
Q4
$168K Buy