Heritage Wealth Advisors’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 |
-70
| Closed | -$4.89K | – | 598 |
|
|
2025
Q1 | $4.89K | Hold |
70
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $4.53K | Sell |
70
-6
| -8% | -$388 | ﹤0.01% | 502 |
|
|
2024
Q3 | $4.76K | Hold |
76
| – | – | ﹤0.01% | 485 |
|
|
2024
Q2 | $4.12K | Hold |
76
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $4.23K | Hold |
76
| – | – | ﹤0.01% | 478 |
|
|
2023
Q4 | $4.72K | Hold |
76
| – | – | ﹤0.01% | 482 |
|
|
2023
Q3 | $4.33K | Hold |
76
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $4.5K | Hold |
76
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $4.12K | Sell |
76
-218
| -74% | -$11.8K | ﹤0.01% | 482 |
|
|
2022
Q4 | $16.3K | Buy |
294
+218
| +287% | +$12.1K | ﹤0.01% | 424 |
|
|
2022
Q3 | $3.26K | Hold |
76
| – | – | ﹤0.01% | 464 |
|
|
2022
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $4.26K | Hold |
76
| – | – | ﹤0.01% | 480 |
|
|
2021
Q2 | $4.57K | Hold |
76
| – | – | ﹤0.01% | 488 |
|
|
2021
Q1 | $4.3K | Sell |
76
-938
| -93% | -$53K | ﹤0.01% | 507 |
|
|
2020
Q4 | $52K | Buy |
1,014
+517
| +104% | +$26.5K | ﹤0.01% | 324 |
|
|
2020
Q3 | $22K | Hold |
497
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $20.2K | Buy |
497
+109
| +28% | +$4.43K | ﹤0.01% | 333 |
|
|
2020
Q1 | $12K | Sell |
388
-916
| -70% | -$28.3K | ﹤0.01% | 362 |
|
|
2019
Q4 | $56.8K | Buy |
1,304
+324
| +33% | +$14.1K | 0.01% | 293 |
|
|
2019
Q3 | $35K | Hold |
980
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $47.3K | Buy |
+980
| New | +$47.3K | 0.01% | 260 |
|
|
2018
Q4 | – | Sell |
-107
| Closed | -$4K | – | 416 |
|
|
2018
Q3 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 339 |
|