BerganKDV Wealth Management’s Labcorp LH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $264K | Sell |
1,272
-433
| -25% | -$89.8K | 0.03% | 212 |
|
|
2023
Q1 | $336K | Sell |
1,705
-57
| -3% | -$11.2K | 0.03% | 203 |
|
|
2022
Q4 | $357K | Sell |
1,762
-724
| -29% | -$146K | 0.04% | 193 |
|
|
2022
Q3 | $437K | Sell |
2,486
-227
| -8% | -$39.9K | 0.05% | 172 |
|
|
2022
Q2 | $546K | Sell |
2,713
-91
| -3% | -$18.3K | 0.06% | 170 |
|
|
2022
Q1 | $635K | Sell |
2,804
-149
| -5% | -$33.7K | 0.07% | 166 |
|
|
2021
Q4 | $797K | Sell |
2,953
-547
| -16% | -$148K | 0.08% | 147 |
|
|
2021
Q3 | $846K | Buy |
3,500
+215
| +7% | +$52K | 0.1% | 133 |
|
|
2021
Q2 | $778K | Buy |
3,285
+51
| +2% | +$12.1K | 0.09% | 134 |
|
|
2021
Q1 | $708K | Sell |
3,234
-102
| -3% | -$22.3K | 0.09% | 138 |
|
|
2020
Q4 | $583K | Buy |
3,336
+34
| +1% | +$5.94K | 0.08% | 149 |
|
|
2020
Q3 | $534K | Buy |
3,302
+28
| +0.9% | +$4.53K | 0.08% | 146 |
|
|
2020
Q2 | $467K | Buy |
3,274
+152
| +5% | +$21.7K | 0.08% | 151 |
|
|
2020
Q1 | $339K | Buy |
3,122
+352
| +13% | +$38.2K | 0.07% | 165 |
|
|
2019
Q4 | $403K | Hold |
2,770
| – | – | 0.07% | 169 |
|
|
2019
Q3 | $400K | Buy |
2,770
+12
| +0.4% | +$1.73K | 0.08% | 151 |
|
|
2019
Q2 | $410K | Buy |
2,758
+26
| +1% | +$3.87K | 0.08% | 153 |
|
|
2019
Q1 | $359K | Buy |
2,732
+460
| +20% | +$60.4K | 0.07% | 151 |
|
|
2018
Q4 | $247K | Buy |
2,272
+147
| +7% | +$16K | 0.06% | 160 |
|
|
2018
Q3 | $317K | Buy |
2,125
+256
| +14% | +$38.2K | 0.07% | 154 |
|
|
2018
Q2 | $288K | Sell |
1,869
-27
| -1% | -$4.16K | 0.06% | 161 |
|
|
2018
Q1 | $263K | Sell |
1,896
-175
| -8% | -$24.3K | 0.07% | 163 |
|
|
2017
Q4 | $284K | Sell |
2,071
-724
| -26% | -$99.3K | 0.07% | 164 |
|
|
2017
Q3 | $362K | Buy |
+2,795
| New | +$362K | 0.09% | 150 |
|