BWM
BerganKDV Wealth Management’s TopBuild BLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.49M | Buy |
5,617
+167
| +3% | +$44.4K | 0.15% | 108 |
|
|
2023
Q1 | $1.13M | Buy |
5,450
+480
| +10% | +$99.9K | 0.12% | 123 |
|
|
2022
Q4 | $778K | Buy |
4,970
+211
| +4% | +$33K | 0.08% | 142 |
|
|
2022
Q3 | $784K | Buy |
4,759
+324
| +7% | +$53.4K | 0.09% | 135 |
|
|
2022
Q2 | $741K | Buy |
4,435
+356
| +9% | +$59.5K | 0.08% | 142 |
|
|
2022
Q1 | $740K | Buy |
4,079
+532
| +15% | +$96.5K | 0.08% | 146 |
|
|
2021
Q4 | $979K | Sell |
3,547
-173
| -5% | -$47.7K | 0.1% | 131 |
|
|
2021
Q3 | $762K | Sell |
3,720
-184
| -5% | -$37.7K | 0.09% | 145 |
|
|
2021
Q2 | $772K | Buy |
3,904
+17
| +0.4% | +$3.36K | 0.09% | 135 |
|
|
2021
Q1 | $814K | Sell |
3,887
-575
| -13% | -$120K | 0.1% | 125 |
|
|
2020
Q4 | $821K | Buy |
4,462
+24
| +0.5% | +$4.42K | 0.12% | 114 |
|
|
2020
Q3 | $758K | Sell |
4,438
-163
| -4% | -$27.8K | 0.12% | 120 |
|
|
2020
Q2 | $523K | Buy |
4,601
+3,899
| +555% | +$443K | 0.09% | 141 |
|
|
2020
Q1 | $50K | Hold |
702
| – | – | 0.01% | 320 |
|
|
2019
Q4 | $72K | Hold |
702
| – | – | 0.01% | 309 |
|
|
2019
Q3 | $68K | Hold |
702
| – | – | 0.01% | 299 |
|
|
2019
Q2 | $58K | Hold |
702
| – | – | 0.01% | 310 |
|
|
2019
Q1 | $46K | Hold |
702
| – | – | 0.01% | 350 |
|
|
2018
Q4 | $32K | Hold |
702
| – | – | 0.01% | 345 |
|
|
2018
Q3 | $40K | Hold |
702
| – | – | 0.01% | 344 |
|
|
2018
Q2 | $55K | Buy |
+702
| New | +$55K | 0.01% | 308 |
|