EverSource Wealth Advisors’s Berry Corp BRY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$41.2K Buy
14,861
+14,474
+3,740% +$40.1K ﹤0.01% 1743
2025
Q1
$1.24K Sell
387
-92
-19% -$295 ﹤0.01% 3147
2024
Q4
$1.98K Buy
479
+247
+106% +$1.02K ﹤0.01% 2711
2024
Q3
$1.19K Sell
232
-396
-63% -$2.04K ﹤0.01% 2681
2024
Q2
$4.31K Sell
628
-48
-7% -$329 ﹤0.01% 2272
2024
Q1
$5.74K Buy
676
+444
+191% +$3.77K ﹤0.01% 1981
2023
Q4
$1.63K Hold
232
﹤0.01% 2236
2023
Q3
$1.9K Hold
232
﹤0.01% 2021
2023
Q2
$1.6K Sell
232
-122
-34% -$839 ﹤0.01% 2090
2023
Q1
$2.78K Buy
354
+122
+53% +$958 ﹤0.01% 1835
2022
Q4
$1.86K Sell
232
-129
-36% -$1.03K ﹤0.01% 1930
2022
Q3
$3K Buy
361
+129
+56% +$1.07K ﹤0.01% 1508
2022
Q2
$2K Hold
232
﹤0.01% 1471
2022
Q1
$2K Hold
232
﹤0.01% 1495
2021
Q4
$2K Buy
+232
New +$2K ﹤0.01% 1508