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