Guardian Wealth Management’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 |
-31,213
| Closed | -$2.18M | – | 231 |
|
|
2025
Q1 | $2.18M | Buy |
31,213
+1,103
| +4% | +$77K | 1.45% | 31 |
|
|
2024
Q4 | $1.95M | Sell |
30,110
-2,549
| -8% | -$165K | 1.33% | 27 |
|
|
2024
Q3 | $2.04M | Buy |
32,659
+400
| +1% | +$25K | 1.44% | 28 |
|
|
2024
Q2 | $1.74M | Buy |
32,259
+312
| +1% | +$16.9K | 1.33% | 28 |
|
|
2024
Q1 | $1.77M | Sell |
31,947
-3,468
| -10% | -$193K | 1.37% | 28 |
|
|
2023
Q4 | $2.19M | Buy |
35,415
+484
| +1% | +$30K | 1.85% | 21 |
|
|
2023
Q3 | $1.99M | Buy |
34,931
+27
| +0.1% | +$1.54K | 1.86% | 20 |
|
|
2023
Q2 | $2.06M | Buy |
34,904
+743
| +2% | +$43.9K | 1.88% | 20 |
|
|
2023
Q1 | $1.85M | Buy |
34,161
+899
| +3% | +$48.6K | 1.78% | 22 |
|
|
2022
Q4 | $1.85M | Buy |
33,262
+749
| +2% | +$41.6K | 1.82% | 19 |
|
|
2022
Q3 | $1.39M | Buy |
32,513
+320
| +1% | +$13.7K | 1.57% | 26 |
|
|
2022
Q2 | $1.62M | Buy |
+32,193
| New | +$1.62M | 1.74% | 20 |
|