Curated Wealth Partners’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 |
-59,550
| Closed | -$4.16M | – | 169 |
|
|
2025
Q1 | $4.16M | Hold |
59,550
| – | – | 0.54% | 13 |
|
|
2024
Q4 | $3.85M | Sell |
59,550
-5,300
| -8% | -$343K | 0.44% | 14 |
|
|
2024
Q3 | $4.05M | Hold |
64,850
| – | – | 0.52% | 13 |
|
|
2024
Q2 | $3.5M | Buy |
+64,850
| New | +$3.5M | 0.49% | 14 |
|
|
2024
Q1 | – | Sell |
-64,850
| Closed | -$4.01M | – | 151 |
|
|
2023
Q4 | $4.01M | Hold |
64,850
| – | – | 0.66% | 14 |
|
|
2023
Q3 | $3.69M | Hold |
64,850
| – | – | 0.67% | 11 |
|
|
2023
Q2 | $3.83M | Hold |
64,850
| – | – | 0.74% | 12 |
|
|
2023
Q1 | $3.51M | Hold |
64,850
| – | – | 0.79% | 10 |
|
|
2022
Q4 | $3.6M | Hold |
64,850
| – | – | 0.87% | 9 |
|
|
2022
Q3 | $2.77M | Hold |
64,850
| – | – | 0.81% | 11 |
|
|
2022
Q2 | $3.25M | Hold |
64,850
| – | – | 0.96% | 8 |
|
|
2022
Q1 | $4.39M | Hold |
64,850
| – | – | 1.49% | 7 |
|
|
2021
Q4 | $4.39M | Hold |
64,850
| – | – | 1.42% | 8 |
|
|
2021
Q3 | $3.63M | Hold |
64,850
| – | – | 2.02% | 8 |
|
|
2021
Q2 | $3.88M | Hold |
64,850
| – | – | 2.11% | 7 |
|
|
2021
Q1 | $3.66M | Hold |
64,850
| – | – | 2.25% | 6 |
|
|
2020
Q4 | $3.35M | Buy |
+64,850
| New | +$3.35M | 2.17% | 6 |
|