BWM
MMP

BerganKDV Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$143K Sell
2,290
-509
-18% -$31.7K 0.01% 256
2023
Q1
$152K Buy
2,799
+10
+0.4% +$543 0.02% 260
2022
Q4
$140K Buy
2,789
+9
+0.3% +$452 0.02% 272
2022
Q3
$132K Buy
2,780
+10
+0.4% +$475 0.02% 263
2022
Q2
$132K Buy
2,770
+10
+0.4% +$477 0.02% 279
2022
Q1
$135K Buy
2,760
+70
+3% +$3.42K 0.01% 280
2021
Q4
$125K Sell
2,690
-150
-5% -$6.97K 0.01% 308
2021
Q3
$129K Hold
2,840
0.01% 292
2021
Q2
$139K Hold
2,840
0.02% 278
2021
Q1
$123K Hold
2,840
0.02% 278
2020
Q4
$121K Hold
2,840
0.02% 262
2020
Q3
$97K Hold
2,840
0.02% 266
2020
Q2
$123K Hold
2,840
0.02% 262
2020
Q1
$104K Hold
2,840
0.02% 257
2019
Q4
$179K Buy
+2,840
New +$179K 0.03% 231