Hldgs shares owned by Bp Wealth Management
Historical chart of Bp Wealth Management investment in Hldgs
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All positions including Hldgs held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 22k | 111.82 |
| 2025-09-30 | $1.8M | 18k | 96.50 |
| 2025-06-30 | $1.4M | 18k | 79.63 |
| 2017-03-31 | $674k | 9.5k | 70.63 |
| 2016-12-31 | $731k | 10k | 72.86 |
| 2016-09-30 | $848k | 16k | 52.49 |
| 2016-06-30 | $674k | 16k | 41.04 |
| 2016-03-31 | $992k | 17k | 59.85 |
| 2015-12-31 | $922k | 16k | 57.28 |
| 2015-09-30 | $840k | 16k | 53.03 |
| 2015-06-30 | $849k | 16k | 53.01 |
| 2015-03-31 | $961k | 14k | 67.25 |
| 2014-12-31 | $541k | 8.1k | 66.95 |