EP Wealth Advisors’s Berry Corp BRY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.1K	Sell	13,766 -13,526	-50%	-$37.5K	﹤0.01%	1410
2025 Q1	$87.6K	Buy	27,292 +9,154	+50%	+$29.4K	﹤0.01%	1258
2024 Q4	$74.9K	Sell	18,138 -2,498	-12%	-$10.3K	﹤0.01%	1218
2024 Q3	$106K	Buy	+20,636	New	+$106K	﹤0.01%	1136