Baron Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,309
| Closed | -$206K | – | 201 |
|
|
2024
Q3 | $206K | Buy |
+3,309
| New | +$206K | 0.1% | 190 |
|
|
2024
Q1 | – | Sell |
-4,267
| Closed | -$291K | – | 185 |
|
|
2023
Q4 | $291K | Buy |
4,267
+452
| +12% | +$30.9K | 0.16% | 113 |
|
|
2023
Q3 | $217K | Buy |
3,815
+230
| +6% | +$13.1K | 0.14% | 126 |
|
|
2023
Q2 | $214K | Buy |
3,585
+89
| +3% | +$5.31K | 0.14% | 127 |
|
|
2023
Q1 | $222K | Hold |
3,496
| – | – | 0.16% | 117 |
|
|
2022
Q4 | $217K | Buy |
+3,496
| New | +$217K | 0.17% | 119 |
|