Whalen Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,100
| Closed | -$459K | – | 184 |
|
|
2024
Q4 | $459K | Sell |
7,100
-632
| -8% | -$40.9K | 0.32% | 69 |
|
|
2024
Q3 | $483K | Hold |
7,732
| – | – | 0.34% | 70 |
|
|
2024
Q2 | $418K | Hold |
7,732
| – | – | 0.33% | 64 |
|
|
2024
Q1 | $429K | Hold |
7,732
| – | – | 0.32% | 58 |
|
|
2023
Q4 | $478K | Buy |
+7,732
| New | +$478K | 0.43% | 59 |
|