Physician Wealth Advisors’s Berry Global Group, Inc. BERY Stock Holding History

Physician Wealth Advisors’s Portfolio BERY Stock Details BERY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-198	Closed	-$13.8K	–	2015
2025 Q1	$13.8K	Hold	198	–	–	﹤0.01%	556
2024 Q4	$12.8K	Buy	+198	New	+$13.1K	﹤0.01%	594

Other funds holding BERY

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Physician Wealth Advisors's BERY Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 198 shares — an estimated $13.8K sold.

Physician Wealth Advisors first reported a position in BERY in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

Physician Wealth Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
Physician Wealth Advisors sold 198 Berry Global Group, Inc. shares in Q2 2025, an estimated $13.8K.
Physician Wealth Advisors first reported a position in Berry Global Group, Inc. in Q4 2024 and held it in 2 quarters.
Physician Wealth Advisors's Berry Global Group, Inc. position peaked at $13.8K in Q1 2025.
5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.