Carolinas Wealth Consulting’s Baker Hughes BKR Stock Holding History

Carolinas Wealth Consulting’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-76	Closed	-$3.34K	–	100
2025 Q1	$3.34K	Hold	76	–	–	﹤0.01%	677
2024 Q4	$3.12K	Hold	76	–	–	﹤0.01%	729
2024 Q3	$2.75K	Hold	76	–	–	﹤0.01%	763
2024 Q2	$2.67K	Hold	76	–	–	﹤0.01%	744
2024 Q1	$2.55K	Buy	76 +5	+7%	+$154	﹤0.01%	756
2023 Q4	$2.43K	Hold	71	–	–	﹤0.01%	719
2023 Q3	$2.44K	Sell	71 -96	-57%	-$3.4K	﹤0.01%	719
2023 Q2	$5.29K	Sell	167 -653	-80%	-$19K	﹤0.01%	669
2023 Q1	$23.7K	Buy	820 +653	+391%	+$19.8K	0.01%	462
2022 Q4	$4.93K	Sell	167 -172	-51%	-$4.75K	﹤0.01%	692
2022 Q3	$7K	Buy	339 +252	+290%	+$6.31K	﹤0.01%	618
2022 Q2	$3K	Sell	87 -4	-4%	-$135	﹤0.01%	712
2022 Q1	$3K	Sell	91 -4	-4%	-$121	﹤0.01%	749
2021 Q4	$2K	Hold	95	–	–	﹤0.01%	807
2021 Q3	$2K	Hold	95	–	–	﹤0.01%	775
2021 Q2	$2K	Hold	95	–	–	﹤0.01%	791
2021 Q1	$2K	Hold	95	–	–	﹤0.01%	797
2020 Q4	$2K	Hold	95	–	–	﹤0.01%	731
2020 Q3	$1K	Buy	+95	New	+$1.45K	﹤0.01%	796

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Carolinas Wealth Consulting's BKR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Baker Hughes (BKR) in Q2 2025, closing a stake of 76 shares — an estimated $3.34K sold.

Carolinas Wealth Consulting first reported a position in BKR in Q3 2020 and held it in 19 quarters. The position peaked at $23.7K in Q1 2023. 881 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Baker Hughes position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 76 Baker Hughes shares in Q2 2025, an estimated $3.34K.
Carolinas Wealth Consulting first reported a position in Baker Hughes in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Baker Hughes position peaked at $23.7K in Q1 2023.
881 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.