Steward Partners Investment Advisory’s Berry Global Group, Inc. BERY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$628 | – | 4269 |
|
|
2025
Q1 | $628 | Sell |
9
-835
| -99% | -$58K | ﹤0.01% | 3831 |
|
|
2024
Q4 | $54.6K | Buy |
844
+819
| +3,276% | +$54K | ﹤0.01% | 2290 |
|
|
2024
Q3 | $1.56K | Buy |
25
+13
| +108% | +$773 | ﹤0.01% | 3474 |
|
|
2024
Q2 | $647 | Buy |
+12
| New | +$652 | ﹤0.01% | 3443 |
|
|
2022
Q1 | – | Sell |
-137
| Closed | -$9K | – | 3403 |
|
|
2021
Q4 | $9K | Hold |
137
| – | – | ﹤0.01% | 2662 |
|
|
2021
Q3 | $8K | Sell |
137
-32
| -19% | -$1.9K | ﹤0.01% | 2695 |
|
|
2021
Q2 | $10K | Hold |
169
| – | – | ﹤0.01% | 6071 |
|
|
2021
Q1 | $9.52K | Hold |
169
| – | – | ﹤0.01% | 2800 |
|
|
2020
Q4 | $9K | Hold |
169
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q3 | $7K | Hold |
169
| – | – | ﹤0.01% | 2281 |
|
|
2020
Q2 | $7K | Hold |
169
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q1 | $5K | Sell |
169
-147
| -47% | -$5.39K | ﹤0.01% | 2102 |
|
|
2019
Q4 | $13K | Sell |
316
-141
| -31% | -$5.59K | ﹤0.01% | 1932 |
|
|
2019
Q3 | $16K | Sell |
457
-40
| -8% | -$1.64K | ﹤0.01% | 1816 |
|
|
2019
Q2 | $23K | Buy |
+497
| New | +$23.9K | ﹤0.01% | 1662 |
|
|
2018
Q4 | – | Sell |
-497
| Closed | -$22K | – | 2238 |
|
|
2018
Q3 | $22K | Buy |
497
+328
| +194% | +$14.4K | ﹤0.01% | 1524 |
|
|
2018
Q2 | $7K | Sell |
169
-150
| -47% | -$6.96K | ﹤0.01% | 1899 |
|
|
2018
Q1 | $16K | Buy |
319
+150
| +89% | +$7.81K | ﹤0.01% | 1422 |
|
|
2017
Q4 | $9K | Hold |
169
| – | – | ﹤0.01% | 1383 |
|
|
2017
Q3 | $8K | Hold |
169
| – | – | ﹤0.01% | 1182 |
|
|
2017
Q2 | $8K | Hold |
169
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q1 | $7K | Hold |
169
| – | – | ﹤0.01% | 1050 |
|
|
2016
Q4 | $7K | Buy |
+169
| New | +$7.23K | ﹤0.01% | 624 |
|
Other funds holding BERY
OLVIG
IA
HNB
Steward Partners Investment Advisory's BERY Position: Q2 2025 in Review
Steward Partners Investment Advisory sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 9 shares — an estimated $628 sold.
Steward Partners Investment Advisory first reported a position in BERY in Q4 2016 and held it in 23 quarters. The position peaked at $54.6K in Q4 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.
- Steward Partners Investment Advisory reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
- Steward Partners Investment Advisory sold 9 Berry Global Group, Inc. shares in Q2 2025, an estimated $628.
- Steward Partners Investment Advisory first reported a position in Berry Global Group, Inc. in Q4 2016 and held it in 23 quarters.
- Steward Partners Investment Advisory's Berry Global Group, Inc. position peaked at $54.6K in Q4 2024.
- 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.