BWM
BerganKDV Wealth Management’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $240K | Sell |
626
-292
| -32% | -$112K | 0.02% | 216 |
|
|
2023
Q1 | $343K | Sell |
918
-286
| -24% | -$107K | 0.04% | 201 |
|
|
2022
Q4 | $398K | Sell |
1,204
-389
| -24% | -$129K | 0.04% | 182 |
|
|
2022
Q3 | $420K | Sell |
1,593
-202
| -11% | -$53.3K | 0.05% | 176 |
|
|
2022
Q2 | $562K | Buy |
1,795
+1,598
| +811% | +$500K | 0.06% | 168 |
|
|
2022
Q1 | $82K | Hold |
197
| – | – | 0.01% | 331 |
|
|
2021
Q4 | $83K | Hold |
197
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $81K | Buy |
197
+16
| +9% | +$6.58K | 0.01% | 343 |
|
|
2021
Q2 | $72K | Hold |
181
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $70K | Sell |
181
-1,391
| -88% | -$538K | 0.01% | 333 |
|
|
2020
Q4 | $571K | Buy |
1,572
+19
| +1% | +$6.9K | 0.08% | 151 |
|
|
2020
Q3 | $524K | Buy |
1,553
+19
| +1% | +$6.41K | 0.08% | 148 |
|
|
2020
Q2 | $435K | Buy |
1,534
+37
| +2% | +$10.5K | 0.07% | 158 |
|
|
2020
Q1 | $413K | Buy |
1,497
+189
| +14% | +$52.1K | 0.08% | 148 |
|
|
2019
Q4 | $420K | Buy |
1,308
+9
| +0.7% | +$2.89K | 0.07% | 166 |
|
|
2019
Q3 | $386K | Sell |
1,299
-43
| -3% | -$12.8K | 0.08% | 153 |
|
|
2019
Q2 | $452K | Sell |
1,342
-9
| -0.7% | -$3.03K | 0.09% | 148 |
|
|
2019
Q1 | $400K | Buy |
1,351
+85
| +7% | +$25.2K | 0.08% | 147 |
|
|
2018
Q4 | $322K | Buy |
1,266
+12
| +1% | +$3.05K | 0.08% | 141 |
|
|
2018
Q3 | $348K | Buy |
1,254
+90
| +8% | +$25K | 0.07% | 140 |
|
|
2018
Q2 | $274K | Sell |
1,164
-20
| -2% | -$4.71K | 0.06% | 170 |
|
|
2018
Q1 | $271K | Sell |
1,184
-38
| -3% | -$8.7K | 0.07% | 158 |
|
|
2017
Q4 | $266K | Sell |
1,222
-554
| -31% | -$121K | 0.06% | 170 |
|
|
2017
Q3 | $421K | Buy |
+1,776
| New | +$421K | 0.11% | 136 |
|