NWM
Nicola Wealth Management’s Benchmark Electronics BHE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.84M | Buy |
124,600
+32,000
| +35% | +$1.24M | 0.45% | 52 |
|
2025
Q1 | $3.52M | Hold |
92,600
| – | – | 0.34% | 61 |
|
2024
Q4 | $6.04M | Sell |
92,600
-12,000
| -11% | -$783K | 0.57% | 51 |
|
2024
Q3 | $6.27M | Hold |
104,600
| – | – | 0.5% | 54 |
|
2024
Q2 | $5.65M | Hold |
104,600
| – | – | 0.5% | 50 |
|
2024
Q1 | $4.25M | Hold |
104,600
| – | – | 0.41% | 59 |
|
2023
Q4 | $3.82M | Buy |
104,600
+23,000
| +28% | +$841K | 0.4% | 62 |
|
2023
Q3 | $2.68M | Hold |
81,600
| – | – | 0.29% | 74 |
|
2023
Q2 | $2.79M | Hold |
81,600
| – | – | 0.27% | 77 |
|
2023
Q1 | $2.62M | Buy |
81,600
+30,000
| +58% | +$962K | 0.26% | 81 |
|
2022
Q4 | $1.87M | Buy |
51,600
+14,000
| +37% | +$506K | 0.19% | 99 |
|
2022
Q3 | $1.28M | Buy |
37,600
+22,000
| +141% | +$747K | 0.14% | 110 |
|
2022
Q2 | $454K | Buy |
+15,600
| New | +$454K | 0.04% | 133 |
|