PWMG
BRY

Private Wealth Management Group’s Berry Corp BRY Stock Holding History

Private Wealth Management Group’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
-606
Closed -$2.29K – 1477
2025
Q3 		$2.29K Hold
606
– – ﹤0.01% 1072
2025
Q2 		$1.68K Buy
+606
New +$1.62K ﹤0.01% 1134
2024
Q4 		– Sell
-200
Closed -$1.03K – 1516
2024
Q3 		$1.03K Buy
+200
New +$1.22K ﹤0.01% 1275
2024
Q2 		– Sell
-77
Closed -$620 – 1515
2024
Q1 		$620 Buy
+77
New +$538 ﹤0.01% 1397

Other funds holding BRY

IA
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

Private Wealth Management Group's BRY Position: Q4 2025 in Review

Private Wealth Management Group sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 606 shares — an estimated $2.29K sold.

Private Wealth Management Group first reported a position in BRY in Q1 2024 and held it in 4 quarters. The position peaked at $2.29K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Private Wealth Management Group reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 606 Berry Corp shares in Q4 2025, an estimated $2.29K.
  • Private Wealth Management Group first reported a position in Berry Corp in Q1 2024 and held it in 4 quarters.
  • Private Wealth Management Group's Berry Corp position peaked at $2.29K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.