BerganKDV Wealth Management’s EOG Resources EOG Stock Holding History

BerganKDV Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-132	Closed	-$15.2K	–	927
2023 Q1	$15.2K	Buy	132 +82	+164%	+$9.94K	﹤0.01%	544
2022 Q4	$6.5K	Buy	50 +6	+14%	+$798	﹤0.01%	635
2022 Q3	$5K	Hold	44	–	–	﹤0.01%	676
2022 Q2	$5K	Hold	44	–	–	﹤0.01%	697
2022 Q1	$5K	Hold	44	–	–	﹤0.01%	720
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	808
2021 Q3	$3K	Buy	44 +1	+2%	+$73	﹤0.01%	816
2021 Q2	$4K	Hold	43	–	–	﹤0.01%	725
2021 Q1	$3K	Hold	43	–	–	﹤0.01%	730
2020 Q4	$2K	Sell	43 -16	-27%	-$696	﹤0.01%	768
2020 Q3	$2K	Sell	59 -5	-8%	-$224	﹤0.01%	695
2020 Q2	$3K	Buy	64 +16	+33%	+$775	﹤0.01%	696
2020 Q1	$2K	Sell	48 -3,849	-99%	-$250K	﹤0.01%	730
2019 Q4	$326K	Buy	3,897 +24	+0.6%	+$1.76K	0.06%	186
2019 Q3	$287K	Buy	3,873 +3,855	+21,417%	+$312K	0.06%	174
2019 Q2	$2K	Buy	18 +10	+125%	+$930	﹤0.01%	668
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	688
2018 Q4	$1K	Buy	+8	New	+$857	﹤0.01%	652

Other funds holding EOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BerganKDV Wealth Management's EOG Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of EOG Resources (EOG) in Q2 2023, closing a stake of 132 shares — an estimated $15.2K sold.

BerganKDV Wealth Management first reported a position in EOG in Q4 2018 and held it in 18 quarters. The position peaked at $326K in Q4 2019. 1,342 funds tracked by Wall St. Rank hold EOG as of Q2 2023.

BerganKDV Wealth Management reported no remaining EOG Resources position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 132 EOG Resources shares in Q2 2023, an estimated $15.2K.
BerganKDV Wealth Management first reported a position in EOG Resources in Q4 2018 and held it in 18 quarters.
BerganKDV Wealth Management's EOG Resources position peaked at $326K in Q4 2019.
1,342 funds tracked by Wall St. Rank held EOG Resources as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.