American Trust Investment Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $295K | Sell |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $572K | Buy |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $478K | Buy |
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|
2023
Q1 | $494K | Hold |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $692K | Buy |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Hold |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $266K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $245K | Hold |
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|
2017
Q3 | $216K | Buy |
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