BWM
BerganKDV Wealth Management’s Omnicell OMCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$3.53K | – | 1102 |
|
|
2022
Q4 | $3.53K | Hold |
70
| – | – | ﹤0.01% | 723 |
|
|
2022
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 654 |
|
|
2022
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 629 |
|
|
2022
Q1 | $9K | Sell |
70
-5,839
| -99% | -$751K | ﹤0.01% | 630 |
|
|
2021
Q4 | $1.07M | Buy |
5,909
+443
| +8% | +$79.9K | 0.11% | 123 |
|
|
2021
Q3 | $811K | Sell |
5,466
-193
| -3% | -$28.6K | 0.09% | 136 |
|
|
2021
Q2 | $857K | Buy |
5,659
+112
| +2% | +$17K | 0.1% | 127 |
|
|
2021
Q1 | $720K | Buy |
5,547
+117
| +2% | +$15.2K | 0.09% | 137 |
|
|
2020
Q4 | $652K | Buy |
5,430
+4
| +0.1% | +$480 | 0.09% | 137 |
|
|
2020
Q3 | $405K | Sell |
5,426
-19
| -0.3% | -$1.42K | 0.06% | 168 |
|
|
2020
Q2 | $385K | Buy |
5,445
+396
| +8% | +$28K | 0.07% | 170 |
|
|
2020
Q1 | $331K | Buy |
+5,049
| New | +$331K | 0.07% | 171 |
|