Godshalk Welsh Capital Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $207K | Hold |
4,300
| – | – | 0.13% | 128 |
|
2025
Q1 | $209K | Sell |
4,300
-400
| -9% | -$19.4K | 0.14% | 118 |
|
2024
Q4 | $230K | Hold |
4,700
| – | – | 0.15% | 111 |
|
2024
Q3 | $292K | Hold |
4,700
| – | – | 0.18% | 105 |
|
2024
Q2 | $268K | Hold |
4,700
| – | – | 0.18% | 107 |
|
2024
Q1 | $271K | Hold |
4,700
| – | – | 0.18% | 107 |
|
2023
Q4 | $321K | Hold |
4,700
| – | – | 0.23% | 98 |
|
2023
Q3 | $267K | Hold |
4,700
| – | – | 0.2% | 99 |
|
2023
Q2 | $280K | Hold |
4,700
| – | – | 0.19% | 103 |
|
2023
Q1 | $298K | Hold |
4,700
| – | – | 0.21% | 99 |
|
2022
Q4 | $292K | Sell |
4,700
-200
| -4% | -$12.4K | 0.21% | 98 |
|
2022
Q3 | $245K | Buy |
4,900
+200
| +4% | +$10K | 0.18% | 102 |
|
2022
Q2 | $264K | Sell |
4,700
-569
| -11% | -$32K | 0.19% | 103 |
|
2022
Q1 | $363K | Hold |
5,269
| – | – | 0.22% | 97 |
|
2021
Q4 | $284K | Hold |
5,269
| – | – | 0.16% | 107 |
|
2021
Q3 | $252K | Hold |
5,269
| – | – | 0.16% | 108 |
|
2021
Q2 | $355K | Hold |
5,269
| – | – | 0.22% | 98 |
|
2021
Q1 | $326K | Hold |
5,269
| – | – | 0.23% | 99 |
|
2020
Q4 | $307K | Sell |
5,269
-224
| -4% | -$13.1K | 0.23% | 96 |
|
2020
Q3 | $253K | Hold |
5,493
| – | – | 0.21% | 97 |
|
2020
Q2 | $244K | Buy |
+5,493
| New | +$244K | 0.23% | 92 |
|
2020
Q1 | – | Sell |
-5,493
| Closed | -$268K | – | 100 |
|
2019
Q4 | $268K | Sell |
5,493
-224
| -4% | -$10.9K | 0.22% | 99 |
|
2019
Q3 | $252K | Hold |
5,717
| – | – | 0.22% | 99 |
|
2019
Q2 | $296K | Hold |
5,717
| – | – | 0.27% | 91 |
|
2019
Q1 | $279K | Hold |
5,717
| – | – | 0.27% | 91 |
|
2018
Q4 | $246K | Buy |
5,717
+448
| +9% | +$19.3K | 0.28% | 93 |
|
2018
Q3 | $234K | Hold |
5,269
| – | – | 0.23% | 97 |
|
2018
Q2 | $235K | Hold |
5,269
| – | – | 0.25% | 99 |
|
2018
Q1 | $209K | Hold |
5,269
| – | – | 0.23% | 106 |
|
2017
Q4 | $216K | Sell |
5,269
-2,130
| -29% | -$87.3K | 0.22% | 115 |
|
2017
Q3 | $267K | Sell |
7,399
-224
| -3% | -$8.08K | 0.27% | 111 |
|
2017
Q2 | $242K | Hold |
7,623
| – | – | 0.24% | 117 |
|
2017
Q1 | $247K | Hold |
7,623
| – | – | 0.24% | 114 |
|
2016
Q4 | $243K | Hold |
7,623
| – | – | 0.25% | 116 |
|
2016
Q3 | $236K | Buy |
+7,623
| New | +$236K | 0.24% | 118 |
|
2015
Q1 | – | Sell |
-591
| Closed | -$24K | – | 146 |
|
2014
Q4 | $24K | Buy |
+591
| New | +$24K | 0.02% | 235 |
|