BerganKDV Wealth Management’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $34.7K | Hold |
428
| – | – | ﹤0.01% | 420 |
|
|
2023
Q1 | $34.5K | Hold |
428
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $32K | Sell |
428
-3
| -0.7% | -$224 | ﹤0.01% | 432 |
|
|
2022
Q3 | $28K | Hold |
431
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $30K | Buy |
431
+3
| +0.7% | +$209 | ﹤0.01% | 443 |
|
|
2022
Q1 | $33K | Hold |
428
| – | – | ﹤0.01% | 445 |
|
|
2021
Q4 | $33K | Hold |
428
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $32K | Hold |
428
| – | – | ﹤0.01% | 457 |
|
|
2021
Q2 | $29K | Hold |
428
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $32K | Hold |
428
| – | – | ﹤0.01% | 425 |
|
|
2020
Q4 | $31K | Sell |
428
-2
| -0.5% | -$145 | ﹤0.01% | 407 |
|
|
2020
Q3 | $29K | Sell |
430
-214
| -33% | -$14.4K | ﹤0.01% | 389 |
|
|
2020
Q2 | $37K | Sell |
644
-214
| -25% | -$12.3K | 0.01% | 385 |
|
|
2020
Q1 | $30K | Sell |
858
-7,526
| -90% | -$263K | 0.01% | 378 |
|
|
2019
Q4 | $438K | Sell |
8,384
-15
| -0.2% | -$784 | 0.08% | 162 |
|
|
2019
Q3 | $424K | Sell |
8,399
-87
| -1% | -$4.39K | 0.08% | 145 |
|
|
2019
Q2 | $407K | Sell |
8,486
-57
| -0.7% | -$2.73K | 0.08% | 155 |
|
|
2019
Q1 | $413K | Buy |
8,543
+958
| +13% | +$46.3K | 0.08% | 143 |
|
|
2018
Q4 | $312K | Buy |
7,585
+180
| +2% | +$7.4K | 0.07% | 144 |
|
|
2018
Q3 | $303K | Buy |
7,405
+636
| +9% | +$26K | 0.07% | 158 |
|
|
2018
Q2 | $269K | Buy |
+6,769
| New | +$269K | 0.06% | 173 |
|