Whittier Trust’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Hold |
731
| – | – | ﹤0.01% | 1136 |
|
|
2025
Q1 | $14.4K | Hold |
731
| – | – | ﹤0.01% | 1162 |
|
|
2024
Q4 | $16.2K | Hold |
731
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q3 | $7.72K | Buy |
731
+320
| +78% | +$3.38K | ﹤0.01% | 1312 |
|
|
2024
Q2 | $5.03K | Hold |
411
| – | – | ﹤0.01% | 1340 |
|
|
2024
Q1 | $4.62K | Hold |
411
| – | – | ﹤0.01% | 1365 |
|
|
2023
Q4 | $6.08K | Hold |
411
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q3 | $5.45K | Hold |
411
| – | – | ﹤0.01% | 1362 |
|
|
2023
Q2 | $6.72K | Hold |
411
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q1 | $8.19K | Hold |
411
| – | – | ﹤0.01% | 1333 |
|
|
2022
Q4 | $7.85K | Hold |
411
| – | – | ﹤0.01% | 1334 |
|
|
2022
Q3 | $8K | Sell |
411
-3,278
| -89% | -$63.8K | ﹤0.01% | 1370 |
|
|
2022
Q2 | $61K | Hold |
3,689
| – | – | ﹤0.01% | 918 |
|
|
2022
Q1 | $89K | Buy |
+3,689
| New | +$89K | ﹤0.01% | 846 |
|
|
2019
Q4 | – | Sell |
-460
| Closed | -$1K | – | 1520 |
|
|
2019
Q3 | $1K | Hold |
460
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q2 | $6K | Buy |
+460
| New | +$6K | ﹤0.01% | 1126 |
|