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BerganKDV Wealth Management, LLC

SEC CIK
0001660203
Latest filing
Jul 24, 2023

INTC holding history

Intel Corp 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.

INTC overviewAll 13F holders of INTCFull Q2 2023 holdings

Shares (Q2 2023)
87,780
Value
$2.94M
% of portfolio
0.3%
Quarters held
10
Since Q1 2021
Holdings of INTC by BerganKDV Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202387,780$2.94M0.3%+121+0.1%AddedHolders
Q1 202387,659$2.86M0.3%+10,174+13.1%AddedHolders
Q4 202277,485$2.05M0.2%−5,818−7.0%ReducedHolders
Q3 202283,303$2.15M0.3%+3,137+3.9%AddedHolders
Q2 202280,166$3.00M0.3%+3,299+4.3%AddedHolders
Q1 202276,867$3.81M0.4%+2,539+3.4%AddedHolders
Q4 202174,328$3.83M0.4%+607+0.8%AddedHolders
Q3 202173,721$3.93M0.4%+2,363+3.3%AddedHolders
Q2 202171,358$4.01M0.5%+3,498+5.2%AddedHolders
Q1 202167,860$4.34M0.6%––Holders

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