Physician Wealth Advisors’s Berry Corp BRY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-418	Closed	-$1.58K	–	2050
2025 Q3	$1.58K	Hold	418	–	–	﹤0.01%	1324
2025 Q2	$1.16K	Buy	+418	New	+$1.12K	﹤0.01%	1299

Other funds holding BRY

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 BRY Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 418 shares — an estimated $1.58K sold.

Physician Wealth Advisors first reported a position in BRY in Q2 2025 and held it in 2 quarters. The position peaked at $1.58K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Physician Wealth Advisors reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 418 Berry Corp shares in Q4 2025, an estimated $1.58K.
Physician Wealth Advisors first reported a position in Berry Corp in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's Berry Corp position peaked at $1.58K in Q3 2025.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.