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Company Main View
Name:
BEDELL INVESTMENT COUNSELLING
City:
WALNUT CREEK
State:
CA
Zip:
94596
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
2012-12-31
2012-09-30
2012-06-30
2012-03-31
2011-12-31
2011-09-30
2011-06-30
2011-03-31
2010-12-31
2010-09-30
2010-06-30
2010-03-31
2009-12-31
2009-09-30
2009-06-30
2009-03-31
2008-12-31
2008-09-30
2008-06-30
2008-03-31
2007-12-31
2007-09-30
2007-06-30
2007-03-31
2006-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$400,146,000
Total Value Change :
$36,654,000
Securities Held Change :
9
All Securities Held :
96
New Positions
:
12
Closed Positions
:
4
Increased Positions
:
26
Unchanged Positions
:
4
Decreased Positions
:
54
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
BA
Boeing Co
98
Closed
$174.99
$0
0
0%
-703,000
-2,697
0
Aerospace/Defense - M...
CALB
California Bancorp
97
Closed
$21.30
$0
0
0%
-216,000
-8,715
0
N/A
EMR
Emerson Electric Co
100
Closed
$108.68
$0
0
0%
-206,000
-2,114
0
Industrial Electrical...
QQQ
Invesco QQQ Trust Series I
99
Closed
$485.21
$0
0
0%
-251,000
-614
0
Closed - End Fund - Debt
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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