BWM
CERN
BerganKDV Wealth Management’s Cerner Corp CERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,365
| Closed | -$596K | – | 1097 |
|
|
2022
Q1 | $596K | Sell |
6,365
-312
| -5% | -$29.2K | 0.06% | 173 |
|
|
2021
Q4 | $620K | Buy |
6,677
+297
| +5% | +$27.6K | 0.06% | 172 |
|
|
2021
Q3 | $450K | Buy |
6,380
+281
| +5% | +$19.8K | 0.05% | 190 |
|
|
2021
Q2 | $477K | Buy |
6,099
+57
| +0.9% | +$4.46K | 0.06% | 180 |
|
|
2021
Q1 | $434K | Sell |
6,042
-77
| -1% | -$5.53K | 0.06% | 182 |
|
|
2020
Q4 | $480K | Buy |
6,119
+59
| +1% | +$4.63K | 0.07% | 165 |
|
|
2020
Q3 | $438K | Buy |
6,060
+86
| +1% | +$6.22K | 0.07% | 163 |
|
|
2020
Q2 | $410K | Buy |
5,974
+380
| +7% | +$26.1K | 0.07% | 162 |
|
|
2020
Q1 | $352K | Buy |
5,594
+748
| +15% | +$47.1K | 0.07% | 160 |
|
|
2019
Q4 | $356K | Buy |
4,846
+42
| +0.9% | +$3.09K | 0.06% | 179 |
|
|
2019
Q3 | $327K | Buy |
+4,804
| New | +$327K | 0.06% | 165 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$11K | – | 784 |
|
|
2019
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 525 |
|
|
2018
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 485 |
|