True Wealth Design’s Berry Corp BRY Stock Holding History

True Wealth Design’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	-416	Closed	-$1.57K	–	2595
2025 Q3	$1.57K	Buy	416 +368	+767%	+$1.19K	﹤0.01%	1558
2025 Q2	$133	Sell	48 -82	-63%	-$219	﹤0.01%	2168
2025 Q1	$418	Sell	130 -203	-61%	-$833	﹤0.01%	1619
2024 Q4	$1.38K	Buy	+333	New	+$1.54K	﹤0.01%	836

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

True Wealth Design's BRY Position: Q4 2025 in Review

True Wealth Design sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 416 shares — an estimated $1.57K sold.

True Wealth Design first reported a position in BRY in Q4 2024 and held it in 4 quarters. The position peaked at $1.57K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

True Wealth Design reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 416 Berry Corp shares in Q4 2025, an estimated $1.57K.
True Wealth Design first reported a position in Berry Corp in Q4 2024 and held it in 4 quarters.
True Wealth Design's Berry Corp position peaked at $1.57K in Q3 2025.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.