HPIA
BCR
Hamilton Point Investment Advisors’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-15,264
| Closed | -$4.89M | – | 75 |
|
|
2017
Q3 | $4.89M | Sell |
15,264
-1,072
| -7% | -$344K | 2.65% | 9 |
|
|
2017
Q2 | $5.16M | Sell |
16,336
-232
| -1% | -$73.3K | 2.9% | 5 |
|
|
2017
Q1 | $4.12M | Buy |
16,568
+310
| +2% | +$77.1K | 2.34% | 13 |
|
|
2016
Q4 | $3.65M | Sell |
16,258
-104
| -0.6% | -$23.4K | 2.26% | 14 |
|
|
2016
Q3 | $3.67M | Buy |
16,362
+359
| +2% | +$80.5K | 2.31% | 11 |
|
|
2016
Q2 | $3.76M | Sell |
16,003
-15
| -0.1% | -$3.53K | 2.46% | 8 |
|
|
2016
Q1 | $3.25M | Sell |
16,018
-247
| -2% | -$50.1K | 2.17% | 15 |
|
|
2015
Q4 | $3.08M | Buy |
16,265
+450
| +3% | +$85.2K | 2.13% | 14 |
|
|
2015
Q3 | $2.95M | Buy |
15,815
+1,125
| +8% | +$210K | 2.31% | 10 |
|
|
2015
Q2 | $2.51M | Buy |
14,690
+210
| +1% | +$35.9K | 2.03% | 15 |
|
|
2015
Q1 | $2.42M | Buy |
14,480
+395
| +3% | +$66.1K | 1.99% | 19 |
|
|
2014
Q4 | $2.35M | Buy |
14,085
+360
| +3% | +$60K | 2.02% | 18 |
|
|
2014
Q3 | $1.96M | Sell |
13,725
-60
| -0.4% | -$8.56K | 1.82% | 25 |
|
|
2014
Q2 | $1.97M | Sell |
13,785
-255
| -2% | -$36.5K | 1.83% | 25 |
|
|
2014
Q1 | $2.08M | Buy |
14,040
+320
| +2% | +$47.4K | 1.94% | 24 |
|
|
2013
Q4 | $1.84M | Buy |
+13,720
| New | +$1.84M | 1.83% | 27 |
|