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180 Wealth Advisors’s BHP BHP Stock Holding History

180 Wealth Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Sell
25,147
-964
-4% -$80K 0.21% 120
2026
Q1 		$1.9M Buy
26,111
+124
+0.5% +$8.76K 0.22% 116
2025
Q4 		$1.57M Buy
25,987
+1,275
+5% +$72.4K 0.18% 119
2025
Q3 		$1.38M Buy
24,712
+452
+2% +$24.1K 0.17% 126
2025
Q2 		$1.17M Buy
24,260
+2,543
+12% +$122K 0.16% 130
2025
Q1 		$1.05M Buy
21,717
+1,624
+8% +$80.9K 0.17% 129
2024
Q4 		$981K Buy
20,093
+345
+2% +$18.8K 0.15% 129
2024
Q3 		$1.23M Buy
19,748
+1,730
+10% +$95.5K 0.19% 112
2024
Q2 		$1.05M Sell
18,018
-27
-0.1% -$1.57K 0.17% 117
2024
Q1 		$1.04M Buy
18,045
+159
+0.9% +$9.52K 0.19% 114
2023
Q4 		$1.21M Buy
17,886
+23
+0.1% +$1.39K 0.24% 103
2023
Q3 		$1.02M Sell
17,863
-182
-1% -$10.6K 0.23% 106
2023
Q2 		$1.1M Sell
18,045
-778
-4% -$46.4K 0.24% 104
2023
Q1 		$1.19M Sell
18,823
-161
-0.8% -$10.4K 0.28% 96
2022
Q4 		$1.35M Buy
18,984
+504
+3% +$28.3K 0.32% 90
2022
Q3 		$925K Buy
18,480
+2,030
+12% +$107K 0.25% 95
2022
Q2 		$890K Sell
16,450
-4,771
-22% -$296K 0.23% 106
2022
Q1 		$1.47M Sell
21,221
-706
-3% -$42.9K 0.32% 83
2021
Q4 		$1.27M Buy
21,927
+1,938
+10% +$96.9K 0.29% 93
2021
Q3 		$1.02M Buy
19,989
+7,490
+60% +$457K 0.23% 110
2021
Q2 		$864K Buy
12,499
+887
+8% +$58.7K 0.2% 114
2021
Q1 		$760K Buy
11,612
+6,835
+143% +$440K 0.19% 123
2020
Q4 		$304K Buy
+4,777
New +$239K 0.09% 222
2019
Q3 		– Sell
-8,883
Closed -$419K – 258
2019
Q2 		$419K Sell
8,883
-100
-1% -$4.83K 0.19% 138
2019
Q1 		$416K Buy
8,983
+74
+0.8% +$3.37K 0.19% 140
2018
Q4 		$396K Hold
8,909
– – 0.18% 155
2018
Q3 		$396K Sell
8,909
-1,201
-12% -$52K 0.18% 155
2018
Q2 		$451K Buy
+10,110
New +$437K 0.22% 131

Other funds holding BHP

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return