BerganKDV Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $5.87M | Buy |
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2023
Q1 | $5.47M | Buy |
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2022
Q4 | $4.67M | Buy |
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2022
Q3 | $407K | Sell |
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2022
Q2 | $453K | Sell |
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2022
Q1 | $512K | Sell |
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2021
Q4 | $589K | Buy |
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2021
Q3 | $512K | Buy |
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2021
Q2 | $482K | Hold |
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2021
Q1 | $437K | Sell |
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2020
Q4 | $470K | Buy |
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2020
Q3 | $370K | Hold |
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2020
Q2 | $358K | Buy |
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2020
Q1 | $278K | Sell |
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2019
Q4 | $362K | Buy |
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2019
Q3 | $291K | Sell |
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2019
Q2 | $314K | Buy |
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2019
Q1 | $280K | Hold |
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2018
Q4 | $236K | Buy |
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2018
Q3 | $245K | Sell |
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2018
Q2 | $217K | Buy |
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