DWA
Dougherty Wealth Advisers’s Bio-Techne TECH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Hold |
1,036
| – | – | 0.04% | 81 |
|
|
2025
Q1 | $60.7K | Hold |
1,036
| – | – | 0.04% | 74 |
|
|
2024
Q4 | $74.6K | Hold |
1,036
| – | – | 0.06% | 67 |
|
|
2024
Q3 | $82.8K | Hold |
1,036
| – | – | 0.07% | 64 |
|
|
2024
Q2 | $74.2K | Hold |
1,036
| – | – | 0.06% | 65 |
|
|
2024
Q1 | $72.9K | Hold |
1,036
| – | – | 0.06% | 67 |
|
|
2023
Q4 | $79.9K | Hold |
1,036
| – | – | 0.07% | 70 |
|
|
2023
Q3 | $70.5K | Hold |
1,036
| – | – | 0.08% | 69 |
|
|
2023
Q2 | $84.6K | Hold |
1,036
| – | – | 0.12% | 62 |
|
|
2023
Q1 | $76.9K | Hold |
1,036
| – | – | 0.12% | 68 |
|
|
2022
Q4 | $85.9K | Buy |
1,036
+777
| +300% | +$64.4K | 0.14% | 68 |
|
|
2022
Q3 | $74K | Hold |
259
| – | – | 0.15% | 64 |
|
|
2022
Q2 | $90K | Hold |
259
| – | – | 0.17% | 64 |
|
|
2022
Q1 | $112K | Hold |
259
| – | – | 0.17% | 61 |
|
|
2021
Q4 | $134K | Hold |
259
| – | – | 0.19% | 57 |
|
|
2021
Q3 | $126K | Hold |
259
| – | – | 0.19% | 60 |
|
|
2021
Q2 | $117K | Hold |
259
| – | – | 0.17% | 67 |
|
|
2021
Q1 | $99K | Hold |
259
| – | – | 0.15% | 68 |
|
|
2020
Q4 | $82K | Hold |
259
| – | – | 0.13% | 74 |
|
|
2020
Q3 | $64K | Hold |
259
| – | – | 0.22% | 81 |
|
|
2020
Q2 | $68K | Hold |
259
| – | – | 0.25% | 77 |
|
|
2020
Q1 | $49K | Hold |
259
| – | – | 0.2% | 94 |
|
|
2019
Q4 | $57K | Hold |
259
| – | – | 0.17% | 97 |
|
|
2019
Q3 | $51K | Sell |
259
-475
| -65% | -$93.5K | 0.17% | 103 |
|
|
2019
Q2 | $153K | Buy |
734
+475
| +183% | +$99K | 0.43% | 49 |
|
|
2019
Q1 | $51K | Hold |
259
| – | – | 0.17% | 102 |
|
|
2018
Q4 | $48K | Buy |
+259
| New | +$48K | 0.16% | 107 |
|