NewEdge Wealth’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 |
-176,946
| Closed | -$12.4M | – | 1041 |
|
|
2025
Q1 | $12.4M | Sell |
176,946
-65,718
| -27% | -$4.59M | 0.22% | 97 |
|
|
2024
Q4 | $15.7M | Sell |
242,664
-32,290
| -12% | -$2.09M | 0.27% | 94 |
|
|
2024
Q3 | $17.2M | Sell |
274,954
-12,012
| -4% | -$750K | 0.31% | 81 |
|
|
2024
Q2 | $15.5M | Buy |
286,966
+70,942
| +33% | +$3.83M | 0.34% | 82 |
|
|
2024
Q1 | $11.6M | Buy |
216,024
+667
| +0.3% | +$35.8K | 0.26% | 101 |
|
|
2023
Q4 | $13.3M | Sell |
215,357
-11,674
| -5% | -$722K | 0.34% | 80 |
|
|
2023
Q3 | $12.9M | Sell |
227,031
-38,012
| -14% | -$2.16M | 0.41% | 74 |
|
|
2023
Q2 | $15.7M | Sell |
265,043
-91,579
| -26% | -$5.41M | 0.52% | 52 |
|
|
2023
Q1 | $19.3M | Sell |
356,622
-102,246
| -22% | -$5.53M | 0.73% | 32 |
|
|
2022
Q4 | $25.5M | Sell |
458,868
-20,748
| -4% | -$1.15M | 1.1% | 19 |
|
|
2022
Q3 | $20.5M | Sell |
479,616
-216,779
| -31% | -$9.26M | 0.97% | 23 |
|
|
2022
Q2 | $34.9M | Sell |
696,395
-188,819
| -21% | -$9.47M | 1.59% | 11 |
|
|
2022
Q1 | $47.1M | Sell |
885,214
-229,432
| -21% | -$12.2M | 2.09% | 9 |
|
|
2021
Q4 | $75.5M | Buy |
1,114,646
+68,640
| +7% | +$4.65M | 3.17% | 4 |
|
|
2021
Q3 | $58.5M | Buy |
1,046,006
+624,955
| +148% | +$34.9M | 3.48% | 4 |
|
|
2021
Q2 | $25.2M | Buy |
+421,051
| New | +$25.2M | 1.93% | 11 |
|