Glassman Wealth Services’s BHP BHP Stock Holding History

Glassman Wealth Services’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,631	Closed	-$180K	–	401
2023 Q4	$180K	Buy	2,631 +64	+2%	+$4.37K	0.03%	207
2023 Q3	$146K	Buy	2,567 +190	+8%	+$10.8K	0.02%	222
2023 Q2	$142K	Buy	2,377 +76	+3%	+$4.54K	0.02%	213
2023 Q1	$146K	Buy	2,301 +46	+2%	+$2.92K	0.03%	204
2022 Q4	$140K	Sell	2,255 -96	-4%	-$5.96K	0.03%	223
2022 Q3	$118K	Sell	2,351 -2	-0.1%	-$100	0.03%	223
2022 Q2	$132K	Sell	2,353 -211	-8%	-$11.8K	0.03%	205
2022 Q1	$177K	Buy	2,564 +646	+34%	+$44.6K	0.03%	184
2021 Q4	$103K	Buy	1,918 +479	+33%	+$25.7K	0.02%	236
2021 Q3	$69K	Sell	1,439 -138	-9%	-$6.62K	0.01%	296
2021 Q2	$102K	Buy	1,577 +75	+5%	+$4.85K	0.02%	229
2021 Q1	$93K	Buy	1,502 +30	+2%	+$1.86K	0.02%	229
2020 Q4	$86K	Buy	1,472 +267	+22%	+$15.6K	0.02%	251
2020 Q3	$56K	Buy	1,205 +173	+17%	+$8.04K	0.02%	277
2020 Q2	$46K	Buy	1,032 +169	+20%	+$7.53K	0.01%	258
2020 Q1	$28K	Buy	863 +46	+6%	+$1.49K	0.01%	298
2019 Q4	$40K	Buy	817 +21	+3%	+$1.03K	0.02%	283
2019 Q3	$35K	Buy	796 +25	+3%	+$1.1K	0.01%	284
2019 Q2	$40K	Sell	771 -359	-32%	-$18.6K	0.02%	276
2019 Q1	$55K	Buy	1,130 +16	+1%	+$779	0.02%	222
2018 Q4	$48K	Hold	1,114	–	–	0.03%	195
2018 Q3	$50K	Buy	1,114 +376	+51%	+$16.9K	0.02%	214
2018 Q2	$33K	Hold	738	–	–	0.02%	233
2018 Q1	$29K	Buy	738 +19	+3%	+$747	0.02%	233
2017 Q4	$30K	Sell	719 -1	-0.1%	-$42	0.02%	207
2017 Q3	$26K	Sell	720 -22	-3%	-$794	0.02%	202
2017 Q2	$24K	Hold	742	–	–	0.02%	213
2017 Q1	$24K	Buy	742 +14	+2%	+$453	0.02%	229
2016 Q4	$23K	Hold	728	–	–	0.02%	249
2016 Q3	$22K	Buy	728 +7	+1%	+$212	0.02%	221
2016 Q2	$18K	Buy	721 +8	+1%	+$200	0.02%	230
2016 Q1	$16K	Hold	713	–	–	0.01%	241
2015 Q4	$16K	Hold	713	–	–	0.01%	252
2015 Q3	$20K	Buy	713 +26	+4%	+$729	0.02%	217
2015 Q2	$25K	Sell	687 -20	-3%	-$728	0.02%	203
2015 Q1	$28K	Hold	707	–	–	0.02%	187
2014 Q4	$28K	Buy	+707	New	+$28K	0.02%	202