Jeppson 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 |
-3,880
| Closed | -$271K | – | 221 |
|
|
2025
Q1 | $271K | Sell |
3,880
-50
| -1% | -$3.49K | 0.1% | 166 |
|
|
2024
Q4 | $254K | Sell |
3,930
-578
| -13% | -$37.4K | 0.09% | 170 |
|
|
2024
Q3 | $281K | Hold |
4,508
| – | – | 0.1% | 161 |
|
|
2024
Q2 | $244K | Sell |
4,508
-55
| -1% | -$2.97K | 0.09% | 169 |
|
|
2024
Q1 | $253K | Hold |
4,563
| – | – | 0.1% | 172 |
|
|
2023
Q4 | $282K | Hold |
4,563
| – | – | 0.12% | 158 |
|
|
2023
Q3 | $259K | Hold |
4,563
| – | – | 0.12% | 154 |
|
|
2023
Q2 | $270K | Sell |
4,563
-11
| -0.2% | -$650 | 0.12% | 155 |
|
|
2023
Q1 | $247K | Hold |
4,574
| – | – | 0.11% | 169 |
|
|
2022
Q4 | $254K | Buy |
+4,574
| New | +$254K | 0.11% | 168 |
|
|
2022
Q3 | – | Sell |
-4,704
| Closed | -$236K | – | 210 |
|
|
2022
Q2 | $236K | Sell |
4,704
-28
| -0.6% | -$1.41K | 0.1% | 159 |
|
|
2022
Q1 | $251K | Sell |
4,732
-98
| -2% | -$5.2K | 0.12% | 145 |
|
|
2021
Q4 | $327K | Sell |
4,830
-190
| -4% | -$12.9K | 0.16% | 115 |
|
|
2021
Q3 | $280K | Buy |
5,020
+8
| +0.2% | +$446 | 0.15% | 120 |
|
|
2021
Q2 | $300K | Sell |
5,012
-21
| -0.4% | -$1.26K | 0.16% | 111 |
|
|
2021
Q1 | $283K | Sell |
5,033
-11
| -0.2% | -$619 | 0.17% | 111 |
|
|
2020
Q4 | $260K | Buy |
5,044
+125
| +3% | +$6.44K | 0.17% | 112 |
|
|
2020
Q3 | $218K | Buy |
+4,919
| New | +$218K | 0.17% | 107 |
|