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Baker Avenue Asset Management’s BHP BHP Stock Holding History

Baker Avenue Asset Management’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,091
Closed -$524K – 386
2024
Q1 		$524K Buy
9,091
+298
+3% +$17.8K 0.02% 257
2023
Q4 		$601K Hold
8,793
– – 0.03% 242
2023
Q3 		$500K Sell
8,793
-7,585
-46% -$443K 0.03% 263
2023
Q2 		$977K Buy
16,378
+1,134
+7% +$67.6K 0.05% 188
2023
Q1 		$967K Buy
15,244
+1,681
+12% +$108K 0.05% 183
2022
Q4 		$842K Buy
+13,563
New +$763K 0.05% 183
2014
Q4 		– Sell
-5,322
Closed -$265K – 258
2014
Q3 		$265K Hold
5,322
– – 0.04% 215
2014
Q2 		$308K Buy
+5,322
New +$313K 0.04% 217

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Bank of Montreal
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