BerganKDV Wealth Management, LLC
- SEC CIK
- 0001660203
- Latest filing
- Jul 24, 2023
WIX holding history
Wix.com Ltd. 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.
WIX overviewAll 13F holders of WIXFull Q2 2023 holdings
- Shares (Q2 2023)
- 5
- Value
- $392
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 5 | $392 | <0.1% | −3−37.5% | Reduced | Holders |
| Q1 2023 | 8 | $799 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 8 | $615 | <0.1% | +5+166.7% | Added | Holders |
| Q3 2022 | 3 | $0 | 0.0% | +3 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −6−100.0% | Sold out | Holders |
| Q1 2022 | 6 | $1.00K | <0.1% | +6 | New | Holders |