Atlas Capital Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $74.6K | Buy |
1,552
+475
| +44% | +$22.8K | 0.01% | 572 |
|
2025
Q1 | $52.3K | Buy |
1,077
+141
| +15% | +$6.84K | 0.01% | 628 |
|
2024
Q4 | $45.7K | Hold |
936
| – | – | 0.01% | 624 |
|
2024
Q3 | $58.1K | Hold |
936
| – | – | 0.01% | 562 |
|
2024
Q2 | $53.4K | Hold |
936
| – | – | 0.01% | 585 |
|
2024
Q1 | $54K | Sell |
936
-316
| -25% | -$18.2K | 0.01% | 562 |
|
2023
Q4 | $85.5K | Hold |
1,252
| – | – | 0.01% | 525 |
|
2023
Q3 | $71.2K | Sell |
1,252
-257
| -17% | -$14.6K | 0.01% | 495 |
|
2023
Q2 | $90K | Sell |
1,509
-436
| -22% | -$26K | 0.01% | 489 |
|
2023
Q1 | $123K | Sell |
1,945
-2,402
| -55% | -$152K | 0.02% | 429 |
|
2022
Q4 | $270K | Buy |
4,347
+2,353
| +118% | +$146K | 0.05% | 284 |
|
2022
Q3 | $99.8K | Buy |
1,994
+1,323
| +197% | +$66.2K | 0.02% | 446 |
|
2022
Q2 | $37.7K | Buy |
671
+75
| +13% | +$4.21K | 0.01% | 602 |
|
2022
Q1 | $41.1K | Buy |
596
+158
| +36% | +$10.9K | 0.01% | 565 |
|
2021
Q4 | $23.6K | Sell |
438
-5,967
| -93% | -$321K | ﹤0.01% | 619 |
|
2021
Q3 | $306K | Sell |
6,405
-3,395
| -35% | -$162K | 0.05% | 278 |
|
2021
Q2 | $637K | Sell |
9,800
-1,929
| -16% | -$125K | 0.11% | 170 |
|
2021
Q1 | $726K | Buy |
+11,729
| New | +$726K | 0.14% | 144 |
|
2020
Q1 | – | Sell |
-3,316
| Closed | -$162K | – | 662 |
|
2019
Q4 | $162K | Sell |
3,316
-1,122
| -25% | -$54.8K | 0.04% | 342 |
|
2019
Q3 | $195K | Sell |
4,438
-6,701
| -60% | -$295K | 0.06% | 320 |
|
2019
Q2 | $577K | Sell |
11,139
-353
| -3% | -$18.3K | 0.19% | 150 |
|
2019
Q1 | $560K | Buy |
11,492
+11,139
| +3,156% | +$543K | 0.2% | 132 |
|
2018
Q4 | $15.2K | Buy |
353
+162
| +85% | +$6.98K | 0.01% | 477 |
|
2018
Q3 | $7.49K | Buy |
+191
| New | +$7.49K | ﹤0.01% | 508 |
|