AWS
Aspen Wealth Strategies’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,353
| Closed | -$260K | – | 83 |
|
|
2025
Q1 | $260K | Buy |
5,353
+124
| +2% | +$6.02K | 0.17% | 72 |
|
|
2024
Q4 | $255K | Sell |
5,229
-792
| -13% | -$38.7K | 0.16% | 68 |
|
|
2024
Q3 | $374K | Buy |
6,021
+448
| +8% | +$27.8K | 0.24% | 57 |
|
|
2024
Q2 | $318K | Buy |
5,573
+465
| +9% | +$26.5K | 0.22% | 56 |
|
|
2024
Q1 | $295K | Sell |
5,108
-36
| -0.7% | -$2.08K | 0.2% | 58 |
|
|
2023
Q4 | $351K | Hold |
5,144
| – | – | 0.26% | 55 |
|
|
2023
Q3 | $293K | Buy |
+5,144
| New | +$293K | 0.23% | 53 |
|