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BerganKDV Wealth Management, LLC

SEC CIK
0001660203
Latest filing
Jul 24, 2023

CSCO holding history

Cisco Systems, 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.

CSCO overviewAll 13F holders of CSCOFull Q2 2023 holdings

Shares (Q2 2023)
57,174
Value
$2.96M
% of portfolio
0.3%
Quarters held
10
Since Q1 2021
Holdings of CSCO by BerganKDV Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202357,174$2.96M0.3%−2,498−4.2%ReducedHolders
Q1 202359,672$3.12M0.3%+1,075+1.8%AddedHolders
Q4 202258,597$2.79M0.3%−1,923−3.2%ReducedHolders
Q3 202260,520$2.42M0.3%+8,770+16.9%AddedHolders
Q2 202251,750$2.21M0.3%−52−0.1%ReducedHolders
Q1 202251,802$2.89M0.3%+1,243+2.5%AddedHolders
Q4 202150,559$3.20M0.3%+437+0.9%AddedHolders
Q3 202150,122$2.73M0.3%+2,177+4.5%AddedHolders
Q2 202147,945$2.54M0.3%+93+0.2%AddedHolders
Q1 202147,852$2.47M0.3%––Holders

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