BerganKDV Wealth Management’s Labcorp LH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$264K Sell
1,272
-433
-25% -$84K 0.03% 212
2023
Q1
$336K Sell
1,705
-57
-3% -$11.7K 0.03% 203
2022
Q4
$357K Sell
1,762
-724
-29% -$142K 0.04% 193
2022
Q3
$437K Sell
2,486
-227
-8% -$46.5K 0.05% 172
2022
Q2
$546K Sell
2,713
-91
-3% -$19.4K 0.06% 170
2022
Q1
$635K Sell
2,804
-149
-5% -$35K 0.07% 166
2021
Q4
$797K Sell
2,953
-547
-16% -$135K 0.08% 147
2021
Q3
$846K Buy
3,500
+215
+7% +$54.2K 0.1% 133
2021
Q2
$778K Buy
3,285
+51
+2% +$11.6K 0.09% 134
2021
Q1
$708K Sell
3,234
-102
-3% -$20.5K 0.09% 138
2020
Q4
$583K Buy
3,336
+34
+1% +$5.87K 0.08% 149
2020
Q3
$534K Buy
3,302
+28
+0.9% +$4.44K 0.08% 146
2020
Q2
$467K Buy
3,274
+152
+5% +$21K 0.08% 151
2020
Q1
$339K Buy
3,122
+352
+13% +$50.7K 0.07% 165
2019
Q4
$403K Hold
2,770
0.07% 169
2019
Q3
$400K Buy
2,770
+12
+0.4% +$1.75K 0.08% 151
2019
Q2
$410K Buy
2,758
+26
+1% +$3.63K 0.08% 153
2019
Q1
$359K Buy
2,732
+460
+20% +$56.7K 0.07% 151
2018
Q4
$247K Buy
2,272
+147
+7% +$19.7K 0.06% 160
2018
Q3
$317K Buy
2,125
+256
+14% +$38.9K 0.07% 154
2018
Q2
$288K Sell
1,869
-27
-1% -$4.08K 0.06% 161
2018
Q1
$263K Sell
1,896
-175
-8% -$25.7K 0.07% 163
2017
Q4
$284K Sell
2,071
-724
-26% -$95.7K 0.07% 164
2017
Q3
$362K Buy
+2,795
New +$373K 0.09% 150

Other funds holding LH