Kovitz Investment Group Partners’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
4,791
-123
| -3% | -$5.92K | ﹤0.01% | 1231 |
|
|
2025
Q1 | $239K | Sell |
4,914
-4,934
| -50% | -$240K | ﹤0.01% | 1114 |
|
|
2024
Q4 | $481K | Sell |
9,848
-587
| -6% | -$28.7K | ﹤0.01% | 900 |
|
|
2024
Q3 | $487K | Buy |
+10,435
| New | +$487K | ﹤0.01% | 757 |
|
|
2022
Q1 | – | Sell |
-17,767
| Closed | -$1.04M | – | 413 |
|
|
2021
Q4 | $1.04M | Buy |
+17,767
| New | +$1.04M | 0.02% | 265 |
|
|
2021
Q1 | – | Sell |
-17,766
| Closed | -$1.04M | – | 401 |
|
|
2020
Q4 | $1.04M | Sell |
17,766
-96
| -0.5% | -$5.6K | 0.03% | 261 |
|
|
2020
Q3 | $824K | Sell |
17,862
-120
| -0.7% | -$5.54K | 0.02% | 271 |
|
|
2020
Q2 | $798K | Sell |
17,982
-837
| -4% | -$37.1K | 0.02% | 271 |
|
|
2020
Q1 | $616K | Sell |
18,819
-177
| -0.9% | -$5.79K | 0.02% | 280 |
|
|
2019
Q4 | $927K | Sell |
18,996
-363
| -2% | -$17.7K | 0.03% | 269 |
|
|
2019
Q3 | $853K | Sell |
19,359
-696
| -3% | -$30.7K | 0.03% | 278 |
|
|
2019
Q2 | $1.04M | Sell |
20,055
-518
| -3% | -$26.9K | 0.03% | 262 |
|
|
2019
Q1 | $1M | Sell |
20,573
-178
| -0.9% | -$8.68K | 0.03% | 273 |
|
|
2018
Q4 | $894K | Buy |
+20,751
| New | +$894K | 0.04% | 201 |
|