Montag & Associates’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 |
-14
| Closed | -$945 | – | 1037 |
|
2025
Q1 | $945 | Hold |
14
| – | – | ﹤0.01% | 958 |
|
2024
Q4 | $875 | Sell |
14
-1
| -7% | -$63 | ﹤0.01% | 965 |
|
2024
Q3 | $920 | Sell |
15
-5
| -25% | -$307 | ﹤0.01% | 989 |
|
2024
Q2 | $1.08K | Hold |
20
| – | – | ﹤0.01% | 926 |
|
2024
Q1 | $1.11K | Buy |
+20
| New | +$1.11K | ﹤0.01% | 916 |
|