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	-5,180	Closed	-$289K	–	543
2025 Q3	$289K	Buy	5,180 +389	+8%	+$20.7K	﹤0.01%	1215
2025 Q2	$230K	Sell	4,791 -123	-3%	-$5.91K	﹤0.01%	1235
2025 Q1	$239K	Sell	4,914 -4,934	-50%	-$246K	﹤0.01%	1122
2024 Q4	$481K	Sell	9,848 -587	-6%	-$31.9K	﹤0.01%	905
2024 Q3	$487K	Buy	+10,435	New	+$576K	﹤0.01%	759
2022 Q1	–	Sell	-17,767	Closed	-$1.04M	–	422
2021 Q4	$1.04M	Buy	+17,767	New	+$889K	0.02%	269
2021 Q1	–	Sell	-17,766	Closed	-$1.04M	–	418
2020 Q4	$1.04M	Sell	17,766 -96	-0.5%	-$4.81K	0.03%	264
2020 Q3	$824K	Sell	17,862 -120	-0.7%	-$5.78K	0.02%	274
2020 Q2	$798K	Sell	17,982 -837	-4%	-$32.8K	0.02%	273
2020 Q1	$616K	Sell	18,819 -177	-0.9%	-$7.39K	0.02%	282
2019 Q4	$927K	Sell	18,996 -363	-2%	-$16.5K	0.03%	271
2019 Q3	$853K	Sell	19,359 -696	-3%	-$32.5K	0.03%	280
2019 Q2	$1.04M	Sell	20,055 -518	-3%	-$25K	0.03%	264
2019 Q1	$1M	Sell	20,573 -178	-0.9%	-$8.11K	0.03%	275
2018 Q4	$894K	Buy	+20,751	New	+$869K	0.04%	203