Means Investment Company’s Bar Harbor Bankshares BHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
26,138
+50
| +0.2% | +$1.5K | 0.07% | 102 |
|
|
2025
Q1 | $770K | Sell |
26,088
-3,754
| -13% | -$111K | 0.08% | 101 |
|
|
2024
Q4 | $913K | Sell |
29,842
-230
| -0.8% | -$7.03K | 0.1% | 102 |
|
|
2024
Q3 | $927K | Buy |
30,072
+3,685
| +14% | +$114K | 0.1% | 96 |
|
|
2024
Q2 | $709K | Sell |
26,387
-3,923
| -13% | -$105K | 0.08% | 104 |
|
|
2024
Q1 | $803K | Buy |
30,310
+73
| +0.2% | +$1.93K | 0.1% | 100 |
|
|
2023
Q4 | $888K | Sell |
30,237
-6,763
| -18% | -$199K | 0.13% | 98 |
|
|
2023
Q3 | $874K | Sell |
37,000
-135
| -0.4% | -$3.19K | 0.14% | 96 |
|
|
2023
Q2 | $915K | Sell |
37,135
-37,229
| -50% | -$917K | 0.14% | 96 |
|
|
2023
Q1 | $1.97M | Buy |
74,364
+45
| +0.1% | +$1.19K | 0.35% | 59 |
|
|
2022
Q4 | $2.38M | Buy |
74,319
+216
| +0.3% | +$6.92K | 0.48% | 47 |
|
|
2022
Q3 | $1.97M | Buy |
74,103
+18
| +0% | +$477 | 0.43% | 51 |
|
|
2022
Q2 | $1.92M | Buy |
74,085
+1,110
| +2% | +$28.7K | 0.41% | 52 |
|
|
2022
Q1 | $2.09M | Sell |
72,975
-273
| -0.4% | -$7.82K | 0.38% | 57 |
|
|
2021
Q4 | $2.12M | Buy |
73,248
+92
| +0.1% | +$2.66K | 0.37% | 56 |
|
|
2021
Q3 | $2.05M | Buy |
73,156
+99
| +0.1% | +$2.78K | 0.41% | 50 |
|
|
2021
Q2 | $2.09M | Buy |
73,057
+3,800
| +5% | +$109K | 0.42% | 51 |
|
|
2021
Q1 | $2.04M | Sell |
69,257
-1,058
| -2% | -$31.1K | 0.46% | 50 |
|
|
2020
Q4 | $1.71M | Buy |
70,315
+5,438
| +8% | +$133K | 0.39% | 52 |
|
|
2020
Q3 | $1.35M | Buy |
64,877
+2,964
| +5% | +$61.6K | 0.37% | 52 |
|
|
2020
Q2 | $1.34M | Sell |
61,913
-11,064
| -15% | -$239K | 0.42% | 52 |
|
|
2020
Q1 | $1.18M | Sell |
72,977
-23,711
| -25% | -$383K | 0.46% | 53 |
|
|
2019
Q4 | $2.3M | Buy |
96,688
+45,796
| +90% | +$1.09M | 0.77% | 39 |
|
|
2019
Q3 | $1.32M | Sell |
50,892
-43,692
| -46% | -$1.13M | 0.5% | 55 |
|
|
2019
Q2 | $2.45M | Buy |
94,584
+45,699
| +93% | +$1.19M | 1.01% | 26 |
|
|
2019
Q1 | $1.27M | Buy |
48,885
+17
| +0% | +$440 | 0.56% | 54 |
|
|
2018
Q4 | $1.1M | Buy |
+48,868
| New | +$1.1M | 0.61% | 49 |
|