BWM
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BerganKDV Wealth Management’s Moelis & Co MC Stock Holding History

BerganKDV Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.54K Hold
56
– – ﹤0.01% 670
2023
Q1 		$2.15K Hold
56
– – ﹤0.01% 820
2022
Q4 		$2.15K Hold
56
– – ﹤0.01% 788
2022
Q3 		$2K Hold
56
– – ﹤0.01% 817
2022
Q2 		$2K Hold
56
– – ﹤0.01% 834
2022
Q1 		$3K Hold
56
– – ﹤0.01% 809
2021
Q4 		$4K Hold
56
– – ﹤0.01% 821
2021
Q3 		$3K Buy
+56
New +$3.35K ﹤0.01% 829

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WA
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LCOV
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TAM
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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return