Creative Planning’s Benchmark Electronics BHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
54,302
-5,855
| -10% | -$227K | ﹤0.01% | 1268 |
|
|
2025
Q1 | $2.29M | Sell |
60,157
-2,689
| -4% | -$102K | ﹤0.01% | 1090 |
|
|
2024
Q4 | $2.85M | Buy |
62,846
+6,921
| +12% | +$314K | ﹤0.01% | 928 |
|
|
2024
Q3 | $2.48M | Buy |
55,925
+6,880
| +14% | +$305K | ﹤0.01% | 954 |
|
|
2024
Q2 | $1.94M | Buy |
49,045
+13,041
| +36% | +$515K | ﹤0.01% | 999 |
|
|
2024
Q1 | $1.08M | Buy |
36,004
+12,953
| +56% | +$389K | ﹤0.01% | 1286 |
|
|
2023
Q4 | $637K | Buy |
23,051
+12,614
| +121% | +$349K | ﹤0.01% | 1521 |
|
|
2023
Q3 | $253K | Buy |
+10,437
| New | +$253K | ﹤0.01% | 2064 |
|
|
2017
Q3 | – | Sell |
-1,060
| Closed | -$34K | – | 2037 |
|
|
2017
Q2 | $34K | Hold |
1,060
| – | – | ﹤0.01% | 2781 |
|
|
2017
Q1 | $34K | Hold |
1,060
| – | – | ﹤0.01% | 2716 |
|
|
2016
Q4 | $32K | Hold |
1,060
| – | – | ﹤0.01% | 2706 |
|
|
2016
Q3 | $26K | Buy |
1,060
+900
| +563% | +$22.1K | ﹤0.01% | 2831 |
|
|
2016
Q2 | $3K | Hold |
160
| – | – | ﹤0.01% | 3766 |
|
|
2016
Q1 | $4K | Sell |
160
-140
| -47% | -$3.5K | ﹤0.01% | 3618 |
|
|
2015
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3509 |
|