AE Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
8,910
+351
| +4% | +$16.9K | ﹤0.01% | 981 |
|
|
2025
Q1 | $415K | Buy |
8,559
+1,113
| +15% | +$54K | ﹤0.01% | 974 |
|
|
2024
Q4 | $364K | Buy |
7,446
+136
| +2% | +$6.64K | ﹤0.01% | 1023 |
|
|
2024
Q3 | $454K | Sell |
7,310
-774
| -10% | -$48.1K | ﹤0.01% | 913 |
|
|
2024
Q2 | $461K | Buy |
8,084
+972
| +14% | +$55.5K | ﹤0.01% | 904 |
|
|
2024
Q1 | $410K | Sell |
7,112
-20,205
| -74% | -$1.17M | ﹤0.01% | 874 |
|
|
2023
Q4 | $1.69M | Buy |
27,317
+4,177
| +18% | +$259K | 0.01% | 961 |
|
|
2023
Q3 | $1.32M | Sell |
23,140
-7,948
| -26% | -$452K | 0.01% | 991 |
|
|
2023
Q2 | $1.86M | Sell |
31,088
-2,394
| -7% | -$143K | 0.01% | 867 |
|
|
2023
Q1 | $2.12M | Buy |
33,482
+439
| +1% | +$27.8K | 0.01% | 770 |
|
|
2022
Q4 | $2.05M | Buy |
33,043
+14,124
| +75% | +$876K | 0.01% | 735 |
|
|
2022
Q3 | $947K | Sell |
18,919
-5,528
| -23% | -$277K | 0.01% | 959 |
|
|
2022
Q2 | $1.37M | Buy |
24,447
+5,874
| +32% | +$330K | 0.01% | 787 |
|
|
2022
Q1 | $1.28M | Buy |
18,573
+13,319
| +254% | +$918K | 0.01% | 838 |
|
|
2021
Q4 | $283K | Sell |
5,254
-2,693
| -34% | -$145K | ﹤0.01% | 1472 |
|
|
2021
Q3 | $379K | Sell |
7,947
-53,002
| -87% | -$2.53M | ﹤0.01% | 1279 |
|
|
2021
Q2 | $3.96M | Buy |
60,949
+13,028
| +27% | +$846K | 0.03% | 431 |
|
|
2021
Q1 | $2.97M | Buy |
+47,921
| New | +$2.97M | 0.03% | 457 |
|