BWM
BerganKDV Wealth Management’s Henry Schein HSIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $79K | Hold |
974
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $79.4K | Hold |
974
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $77.8K | Hold |
974
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $64K | Hold |
974
| – | – | 0.01% | 347 |
|
|
2022
Q2 | $75K | Hold |
974
| – | – | 0.01% | 336 |
|
|
2022
Q1 | $85K | Hold |
974
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $76K | Hold |
974
| – | – | 0.01% | 365 |
|
|
2021
Q3 | $74K | Hold |
974
| – | – | 0.01% | 354 |
|
|
2021
Q2 | $72K | Hold |
974
| – | – | 0.01% | 344 |
|
|
2021
Q1 | $67K | Sell |
974
-200
| -17% | -$13.8K | 0.01% | 339 |
|
|
2020
Q4 | $78K | Hold |
1,174
| – | – | 0.01% | 304 |
|
|
2020
Q3 | $69K | Sell |
1,174
-22
| -2% | -$1.29K | 0.01% | 302 |
|
|
2020
Q2 | $70K | Sell |
1,196
-24
| -2% | -$1.41K | 0.01% | 313 |
|
|
2020
Q1 | $62K | Hold |
1,220
| – | – | 0.01% | 304 |
|
|
2019
Q4 | $81K | Buy |
1,220
+24
| +2% | +$1.59K | 0.01% | 296 |
|
|
2019
Q3 | $76K | Hold |
1,196
| – | – | 0.02% | 286 |
|
|
2019
Q2 | $84K | Hold |
1,196
| – | – | 0.02% | 280 |
|
|
2019
Q1 | $72K | Hold |
1,196
| – | – | 0.01% | 309 |
|
|
2018
Q4 | $94K | Sell |
1,196
-200
| -14% | -$15.7K | 0.02% | 241 |
|
|
2018
Q3 | $119K | Sell |
1,396
-1,400
| -50% | -$119K | 0.03% | 236 |
|
|
2018
Q2 | $203K | Buy |
+2,796
| New | +$203K | 0.05% | 198 |
|