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BerganKDV Wealth Management, LLC

SEC CIK
0001660203
Latest filing
Jul 24, 2023

AMAT holding history

Applied Materials Inc in every 13F filed by BerganKDV Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overviewAll 13F holders of AMATFull Q2 2023 holdings

Shares (Q2 2023)
13,357
Value
$1.93M
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of AMAT by BerganKDV Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202313,357$1.93M0.2%−226−1.7%ReducedHolders
Q1 202313,583$1.67M0.2%+738+5.7%AddedHolders
Q4 202212,845$1.25M0.1%−633−4.7%ReducedHolders
Q3 202213,478$1.10M0.1%−131−1.0%ReducedHolders
Q2 202213,609$1.24M0.1%+328+2.5%AddedHolders
Q1 202213,281$1.75M0.2%−239−1.8%ReducedHolders
Q4 202113,520$2.13M0.2%−36−0.3%ReducedHolders
Q3 202113,556$1.75M0.2%−3,091−18.6%ReducedHolders
Q2 202116,647$2.37M0.3%−56−0.3%ReducedHolders
Q1 202116,703$2.23M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.