Strategic Wealth Partners’s Baker Hughes BKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
+228,989
| New | +$8.78M | 0.69% | 49 |
|
|
2024
Q4 | $10.7M | Buy |
231,188
+25,561
| +12% | +$1.18M | 0.88% | 33 |
|
|
2024
Q3 | $7.43M | Buy |
205,627
+54,312
| +36% | +$1.96M | 0.71% | 48 |
|
|
2024
Q2 | $5.32M | Buy |
151,315
+61,442
| +68% | +$2.16M | 0.56% | 63 |
|
|
2024
Q1 | $3.01M | Sell |
89,873
-57,046
| -39% | -$1.91M | 0.33% | 86 |
|
|
2023
Q4 | $5.02M | Buy |
146,919
+36,761
| +33% | +$1.26M | 0.62% | 56 |
|
|
2023
Q3 | $3.89M | Buy |
110,158
+6,346
| +6% | +$224K | 0.51% | 52 |
|
|
2023
Q2 | $3.28M | Buy |
103,812
+3,712
| +4% | +$117K | 0.42% | 70 |
|
|
2023
Q1 | $2.89M | Buy |
100,100
+8,144
| +9% | +$235K | 0.44% | 64 |
|
|
2022
Q4 | $2.72M | Buy |
91,956
+10,281
| +13% | +$304K | 0.5% | 56 |
|
|
2022
Q3 | $1.71M | Buy |
81,675
+30,408
| +59% | +$637K | 0.36% | 95 |
|
|
2022
Q2 | $1.48M | Sell |
51,267
-33,176
| -39% | -$958K | 0.32% | 96 |
|
|
2022
Q1 | $3.08M | Buy |
84,443
+11,179
| +15% | +$407K | 0.6% | 48 |
|
|
2021
Q4 | $1.76M | Buy |
73,264
+13,491
| +23% | +$325K | 0.33% | 99 |
|
|
2021
Q3 | $1.48M | Buy |
59,773
+38,286
| +178% | +$947K | 0.43% | 64 |
|
|
2021
Q2 | $491K | Sell |
21,487
-66
| -0.3% | -$1.51K | 0.16% | 155 |
|
|
2021
Q1 | $466K | Buy |
+21,553
| New | +$466K | 0.19% | 126 |
|
|
2020
Q2 | – | Sell |
-12,084
| Closed | -$310K | – | 136 |
|
|
2020
Q1 | $310K | Hold |
12,084
| – | – | 0.16% | 108 |
|
|
2019
Q4 | $310K | Buy |
+12,084
| New | +$310K | 0.16% | 108 |
|