GWM
BERY
Geneos Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-567
| Closed | -$85K | – | 3260 |
|
|
2025
Q1 | $85K | Buy |
567
+199
| +54% | +$29.8K | ﹤0.01% | 1657 |
|
|
2024
Q4 | $23.8K | Hold |
368
| – | – | ﹤0.01% | 1644 |
|
|
2024
Q3 | $25K | Buy |
368
+323
| +718% | +$22K | ﹤0.01% | 1476 |
|
|
2024
Q2 | $2.65K | Hold |
45
| – | – | ﹤0.01% | 1837 |
|
|
2024
Q1 | $2.72K | Hold |
45
| – | – | ﹤0.01% | 1839 |
|
|
2023
Q4 | $3.03K | Hold |
45
| – | – | ﹤0.01% | 1847 |
|
|
2023
Q3 | $2.79K | Hold |
45
| – | – | ﹤0.01% | 1874 |
|
|
2023
Q2 | $2.9K | Hold |
45
| – | – | ﹤0.01% | 1866 |
|
|
2023
Q1 | $2.65K | Buy |
+45
| New | +$2.65K | ﹤0.01% | 1863 |
|
|
2021
Q4 | – | Sell |
-461
| Closed | -$28K | – | 2893 |
|
|
2021
Q3 | $28K | Hold |
461
| – | – | ﹤0.01% | 1760 |
|
|
2021
Q2 | $30K | Hold |
461
| – | – | ﹤0.01% | 1724 |
|
|
2021
Q1 | $29K | Hold |
461
| – | – | ﹤0.01% | 1897 |
|
|
2020
Q4 | $28K | Buy |
461
+355
| +335% | +$21.6K | ﹤0.01% | 1739 |
|
|
2020
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 2207 |
|
|
2020
Q2 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 2244 |
|
|
2019
Q3 | – | Sell |
-46
| Closed | -$2K | – | 2557 |
|
|
2019
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 2275 |
|
|
2018
Q4 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 2248 |
|