Allworth Financial’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $541K | Buy |
7,435
+1,634
| +28% | +$115K | ﹤0.01% | 926 |
|
|
2025
Q4 | $350K | Buy |
5,801
+1,163
| +25% | +$66.1K | ﹤0.01% | 1091 |
|
|
2025
Q3 | $259K | Buy |
4,638
+472
| +11% | +$25.1K | ﹤0.01% | 1167 |
|
|
2025
Q2 | $200K | Buy |
4,166
+2,481
| +147% | +$119K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $83.1K | Buy |
1,685
+92
| +6% | +$4.58K | ﹤0.01% | 1327 |
|
|
2024
Q4 | $78.2K | Buy |
1,593
+80
| +5% | +$4.35K | ﹤0.01% | 1370 |
|
|
2024
Q3 | $94K | Sell |
1,513
-275
| -15% | -$15.2K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $99.5K | Buy |
1,788
+334
| +23% | +$19.4K | ﹤0.01% | 1078 |
|
|
2024
Q1 | $83.9K | Buy |
1,454
+13
| +0.9% | +$778 | ﹤0.01% | 1080 |
|
|
2023
Q4 | $98.4K | Buy |
1,441
+162
| +13% | +$9.78K | ﹤0.01% | 947 |
|
|
2023
Q3 | $72.7K | Buy |
1,279
+42
| +3% | +$2.46K | ﹤0.01% | 991 |
|
|
2023
Q2 | $73.8K | Buy |
1,237
+187
| +18% | +$11.2K | ﹤0.01% | 999 |
|
|
2023
Q1 | $66.6K | Buy |
1,050
+27
| +3% | +$1.74K | ﹤0.01% | 979 |
|
|
2022
Q4 | $63.5K | Buy |
1,023
+92
| +10% | +$5.17K | ﹤0.01% | 936 |
|
|
2022
Q3 | $47K | Buy |
931
+118
| +15% | +$6.25K | ﹤0.01% | 980 |
|
|
2022
Q2 | $46K | Buy |
813
+256
| +46% | +$15.9K | ﹤0.01% | 930 |
|
|
2022
Q1 | $38K | Buy |
557
+333
| +149% | +$20.2K | ﹤0.01% | 988 |
|
|
2021
Q4 | $12K | Buy |
+224
| New | +$11.2K | ﹤0.01% | 1311 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$1K | – | 883 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$1.3K | ﹤0.01% | 865 |
|
|
2017
Q2 | – | Sell |
-102
| Closed | -$3K | – | 739 |
|
|
2017
Q1 | $3K | Buy |
+102
| New | +$3.52K | ﹤0.01% | 596 |
|
Other funds holding BHP
