Endurance Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $21K | Hold |
351
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $22K | Hold |
351
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $22K | Hold |
351
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $18K | Hold |
351
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $20K | Sell |
351
-42
| -11% | -$2.61K | ﹤0.01% | 413 |
|
|
2022
Q1 | $27K | Buy |
393
+90
| +30% | +$5.47K | ﹤0.01% | 411 |
|
|
2021
Q4 | $16K | Hold |
303
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $14K | Hold |
303
| – | – | ﹤0.01% | 495 |
|
|
2021
Q2 | $19K | Hold |
303
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $19K | Hold |
303
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $18K | Hold |
303
| – | – | ﹤0.01% | 430 |
|
|
2020
Q3 | $14K | Hold |
303
| – | – | ﹤0.01% | 435 |
|
|
2020
Q2 | $13K | Hold |
303
| – | – | ﹤0.01% | 443 |
|
|
2020
Q1 | $10K | Hold |
303
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $15K | Hold |
303
| – | – | ﹤0.01% | 380 |
|
|
2019
Q3 | $13K | Hold |
303
| – | – | ﹤0.01% | 394 |
|
|
2019
Q2 | $16K | Hold |
303
| – | – | ﹤0.01% | 351 |
|
|
2019
Q1 | $15K | Hold |
303
| – | – | ﹤0.01% | 350 |
|
|
2018
Q4 | $13K | Hold |
303
| – | – | ﹤0.01% | 342 |
|
|
2018
Q3 | $13K | Hold |
303
| – | – | ﹤0.01% | 378 |
|
|
2018
Q2 | $14K | Hold |
303
| – | – | ﹤0.01% | 373 |
|
|
2018
Q1 | $12K | Hold |
303
| – | – | ﹤0.01% | 410 |
|
|
2017
Q4 | $12K | Hold |
303
| – | – | ﹤0.01% | 393 |
|
|
2017
Q3 | $11K | Hold |
303
| – | – | ﹤0.01% | 395 |
|
|
2017
Q2 | $10K | Hold |
303
| – | – | ﹤0.01% | 407 |
|
|
2017
Q1 | $10K | Hold |
303
| – | – | ﹤0.01% | 409 |
|
|
2016
Q4 | $10K | Hold |
303
| – | – | ﹤0.01% | 386 |
|
|
2016
Q3 | $10K | Hold |
303
| – | – | ﹤0.01% | 391 |
|
|
2016
Q2 | $8K | Hold |
303
| – | – | ﹤0.01% | 397 |
|
|
2016
Q1 | $7K | Hold |
303
| – | – | ﹤0.01% | 412 |
|
|
2015
Q4 | $7K | Hold |
303
| – | – | ﹤0.01% | 430 |
|
|
2015
Q3 | $10K | Hold |
303
| – | – | ﹤0.01% | 397 |
|
|
2015
Q2 | $11K | Buy |
+303
| New | +$12.2K | ﹤0.01% | 400 |
|
|
2013
Q4 | – | Sell |
-7,116
| Closed | -$400K | – | 160 |
|
|
2013
Q3 | $400K | Hold |
7,116
| – | – | 0.08% | 124 |
|
|
2013
Q2 | $346K | Buy |
+7,116
| New | +$394K | 0.08% | 128 |
|
Other funds holding BHP
HL
Endurance Wealth Management's BHP Position: Q2 2023 in Review
Endurance Wealth Management held its BHP (BHP) position steady in Q2 2023 at 351 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #418.
Endurance Wealth Management first reported a position in BHP in Q2 2013 and has held it in 35 quarters since. The position peaked at $400K in Q3 2013. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.
- Endurance Wealth Management held 351 shares of BHP worth $21K as of Q2 2023.
- Endurance Wealth Management left its BHP share count unchanged in Q2 2023.
- BHP made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #418 holding.
- Endurance Wealth Management first reported a position in BHP in Q2 2013 and has held it in 35 quarters since.
- Endurance Wealth Management's BHP position peaked at $400K in Q3 2013.
- 662 funds tracked by Wall St. Rank held BHP as of Q2 2023.
Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.