Kovitz Investment Group Partners’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $289K | Buy |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $239K | Sell |
|
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $487K | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $824K | Sell |
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|
2020
Q2 | $798K | Sell |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $927K | Sell |
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|
2019
Q3 | $853K | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $894K | Buy |
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