BWM
BerganKDV Wealth Management’s Aramark ARMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14
| Closed | -$513 | – | 875 |
|
|
2023
Q1 | $513 | Hold |
14
| – | – | ﹤0.01% | 968 |
|
|
2022
Q4 | $591 | Hold |
14
| – | – | ﹤0.01% | 937 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 964 |
|
|
2022
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 968 |
|
|
2022
Q1 | $1K | Sell |
14
-24
| -63% | -$1.71K | ﹤0.01% | 897 |
|
|
2021
Q4 | $1K | Sell |
38
-10
| -21% | -$263 | ﹤0.01% | 959 |
|
|
2021
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 861 |
|
|
2021
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 793 |
|
|
2021
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 760 |
|
|
2020
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 758 |
|
|
2020
Q3 | $1K | Hold |
48
| – | – | ﹤0.01% | 756 |
|
|
2020
Q2 | $1K | Buy |
48
+23
| +92% | +$479 | ﹤0.01% | 819 |
|
|
2020
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 923 |
|
|
2019
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 820 |
|