BWM
BerganKDV Wealth Management’s Hormel Foods HRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $226K | Sell |
5,611
-13
| -0.2% | -$523 | 0.02% | 221 |
|
|
2023
Q1 | $224K | Sell |
5,624
-4,015
| -42% | -$160K | 0.02% | 225 |
|
|
2022
Q4 | $439K | Hold |
9,639
| – | – | 0.05% | 174 |
|
|
2022
Q3 | $438K | Sell |
9,639
-23
| -0.2% | -$1.05K | 0.05% | 171 |
|
|
2022
Q2 | $458K | Sell |
9,662
-31
| -0.3% | -$1.47K | 0.05% | 180 |
|
|
2022
Q1 | $500K | Hold |
9,693
| – | – | 0.05% | 186 |
|
|
2021
Q4 | $473K | Buy |
9,693
+1,272
| +15% | +$62.1K | 0.05% | 194 |
|
|
2021
Q3 | $345K | Buy |
8,421
+8,398
| +36,513% | +$344K | 0.04% | 211 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 919 |
|
|
2021
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 866 |
|
|
2020
Q4 | $1K | Buy |
23
+7
| +44% | +$304 | ﹤0.01% | 867 |
|
|
2020
Q3 | $1K | Sell |
16
-71
| -82% | -$4.44K | ﹤0.01% | 815 |
|
|
2020
Q2 | $4K | Buy |
87
+72
| +480% | +$3.31K | ﹤0.01% | 658 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 833 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 857 |
|
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 662 |
|
|
2019
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 703 |
|
|
2019
Q1 | $1K | Sell |
15
-646
| -98% | -$43.1K | ﹤0.01% | 698 |
|
|
2018
Q4 | $28K | Sell |
661
-12
| -2% | -$508 | 0.01% | 361 |
|
|
2018
Q3 | $27K | Sell |
673
-467
| -41% | -$18.7K | 0.01% | 383 |
|
|
2018
Q2 | $42K | Buy |
+1,140
| New | +$42K | 0.01% | 341 |
|